How can I customize my organization’s Tallyfy settings?
This comprehensive section covers settings found under Settings > Organization > Customization. Administrators use these powerful settings to control how Tallyfy® operates for everyone in the organization.
How do member permissions settings work?
Allow non-Admins to invite members?: If Yes, Standard members can also invite other members (limited to Standard or Light roles only). If No, only Administrators have invitation privileges.
Enable non-Admins to create/manage groups?: If Yes, Standard members can create and manage groups. If No, only Administrators can manage group operations.
How do organization domains work in Tallyfy?
(Managed under Settings > Organization > Domains)
What are Organization Domains?
Under Settings > Organization > Domains, you configure your company’s email domains (e.g., yourcompany.com). These domains serve two critical purposes:
Distinguish Members vs. Guests: Tallyfy uses this list to automatically identify internal members (email matches a listed domain) compared to external guests.
Enable Auto Join functionality: If ON, anyone signing up for Tallyfy with an email matching your listed domains will automatically join your organization. This is typically recommended to prevent employees from accidentally creating separate accounts.
How do I add a domain to my organization?
To add or manage your organization’s email domains:
Navigate to Settings > Organization > Domains in your Tallyfy application.
Follow the detailed on-screen instructions to add, edit, or remove domains from your organization’s list.
How do content creation settings work?
Enable HTML authoring?: If Yes, users can edit HTML code directly in text editors (for advanced formatting capabilities). If No, they use the standard visual editor interface.
Set new templates viewable by creator/Admin only?: If Yes, newly created templates are initially visible only to the creator and Administrators until explicitly shared with other users.
How do task management settings optimize workflow?
Auto-complete overdue tasks?: If Yes, Tallyfy automatically marks tasks complete if they exceed their deadline by a specified amount of time (e.g., 2 months). This feature helps clear old, incomplete tasks automatically.
Auto-archive completed processes?: If Yes, Tallyfy automatically archives processes a specified number of weeks after all their tasks are completed. This automation helps keep your active Tracker view organized and clean.
Default deadline for tasks: Configure a default deadline (e.g., 3 days) that applies to new tasks or template steps when no specific deadline is chosen.
How do onboarding settings work for new members?
Launch template for new members: Select a specific template to automatically launch for every new member joining your organization. This powerful feature is essential for standardized employee onboarding procedures. See Auto-launch templates guide.
How do working hours and schedule settings affect deadlines?
Default work week: Select your organization’s standard work days (e.g., Mon-Fri). This configuration directly affects how task deadlines are calculated.
Default working hours: Configure the start and end times for your standard workday. All deadlines automatically adjust based on these specified hours.
See Customize work week guide.
How do notification settings control email communications?
Default email digest days (Members/Guests): Configure the default days that new members and guests receive summary emails. Individual users can modify their personal settings later if needed.
How does webhook date formatting work?
Format of webhook date field values: Select the date format for data sent via webhooks (critical for external integrations).
How do I save my customization changes?
Always remember to click Save Changes at the bottom of the page after adjusting any settings in this section.
Tallyfy automatically launches specific onboarding templates for new members when they join your organization providing structured consistent training and reducing administrative work while increasing platform adoption through immediate task assignments and self-guided learning experiences.
Administrators can control organization-wide settings in Tallyfy that affect all team members including member permissions billing configurations branding customization integrations and other company-wide administrative options through their exclusive access privileges.
Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact the entire organization with only administrators able to modify organization-wide configurations.
Tallyfy administrators can configure organization-wide working days and hours to automatically adjust task deadlines ensuring they align with actual business operations and never fall during non-working periods.
