Tallyfy’s settings are organized into personal preferences for individual members and organizational configurations accessible primarily by administrators.
Update organization details
To update your organization details, follow these simple steps:
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Go to Settings.
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Click on My Organization > Org Details and make the necessary changes.
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Don’t forget to Save your changes.
If you need further assistance or have any questions, issues, or feature requests, please report a help ticket to Tallyfy Support. We’re here to help and would love to hear from you!
Settings > Organization settings
Organizational configurations and settings provide various customization options for managing personal preferences, system details, and workflow organization within a comprehensive administrative interface.
Personal Settings > Switch Between Organizations
Users can effortlessly switch between multiple organizations in Tallyfy by clicking their profile picture and selecting the desired organization from the Organization Switcher menu.
Members > Change the role of a member
Member roles in Tallyfy can be modified through the Organization Settings by selecting the desired member and choosing from the available role options.
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