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Tallyfy

Customize your organization

Customizing organization settings

Go to Settings > Organization > Customization to control how Tallyfy works for everyone in your org.

Member permissions

  • Allow non-Admins to invite members? - If Yes, Standard members can invite others (limited to Standard or Light roles). If No, only Administrators can send invites.
  • Allow non-Admins to create/manage groups? - If Yes, Standard members can create and manage groups. If No, only Administrators handle groups.

Organization domains

Managed under Settings > Organization > Domains.

Domain configuration

Add your company’s email domains (e.g., yourcompany.com) under Settings > Organization > Domains. These domains serve two purposes:

  • Distinguish members vs. guests - Tallyfy uses this list to identify internal members (email matches a listed domain) vs. external guests.
  • Auto Join - If ON, anyone signing up with an email matching your domains automatically joins your org. This prevents employees from accidentally creating separate accounts.

Adding domains

  1. Go to Settings > Organization > Domains.
  2. Follow the on-screen instructions to add, edit, or remove domains.

Content creation

  • Enable HTML authoring? - If Yes, users can edit HTML directly in text editors for advanced formatting. If No, they use the standard visual editor.
  • Set new templates viewable by creator/Admin only? - If Yes, newly created templates are visible only to the creator and Administrators until shared.

Task management

  • Auto-complete overdue tasks? - If Yes, Tallyfy automatically marks tasks complete when they exceed their deadline by a set number of months (configurable from 2 to 24 months).
  • Auto-archive completed processes? - If Yes, Tallyfy archives processes after a set period (1-90 days or weeks) once all tasks are done.
  • Default deadline for tasks - Set a fallback deadline (e.g., 3 days) that applies to new tasks or template steps when no specific deadline is chosen. Supports minutes, hours, days, weeks, or months.

Onboarding settings

Working hours and schedules

  • Default work week - Select your org’s standard work days (e.g., Mon-Fri).
  • Default working hours - Set start and end times for the workday. Deadlines adjust based on these hours. See Customize work week guide.

Notification settings

  • Default email digest days (Members/Guests) - Set the default days new members and guests receive summary emails. Users can change their own schedule later.

Webhook date formatting

  • Format of webhook date field values - Choose the date format for data sent via webhooks.

Saving changes

Click Save Changes at the bottom of the page after making changes.

Org Settings > Auto-launch templates

Auto-launch a specific template for every new member who joins your Tallyfy organization - giving them structured onboarding tasks from day one.

Settings > Organization settings

Configure organization-wide settings in Tallyfy - member permissions, billing, branding, integrations, and admin policies for your whole team.

Org Settings > Organization branding

Customize Tallyfy with your company logo, brand colors, global CSS, and custom SMTP email sending. Full white-labeling isn’t available due to security and operational constraints.

Pro > Settings

Tallyfy settings split into Personal Settings for your own experience and Organization Settings that admins control for all users.
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