Settings found under Settings > Organization > Customization control how Tallyfy operates for everyone in your organization.
Member permissions
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.
Organization domains
(Managed under Settings > Organization > Domains)
Domain configuration
Under Settings > Organization > Domains, you configure your company’s email domains (e.g., yourcompany.com). These domains:
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.
Adding domains
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.
Content creation
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.
Task management
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).
Auto-archive completed processes?: If Yes, Tallyfy automatically archives processes a specified number of weeks after all their tasks are completed.
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.
Onboarding settings
Launch template for new members: Select a specific template to automatically launch for every new member joining your organization. See Auto-launch templates guide.
Working hours and schedules
Default work week: Select your organization’s standard work days (e.g., Mon-Fri).
Default working hours: Configure the start and end times for your standard workday. Deadlines automatically adjust based on these hours.
See Customize work week guide.
Notification settings
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.
Webhook date formatting
Format of webhook date field values: Select the date format for data sent via webhooks.
Saving changes
Click Save Changes at the bottom of the page after adjusting settings.
Tallyfy automatically launches designated onboarding templates for new members when they join an organization providing structured consistent training experiences that reduce administrative work increase platform adoption and ensure standardized knowledge transfer through self-guided processes.
Tallyfy administrators can configure organization-wide settings that control member permissions billing branding integrations and other company-wide administrative options affecting all team members across the entire system.
Tallyfy administrators can extensively customize the platform with company logos brand colors guest interfaces and custom CSS styling while providing email server integration through custom SMTP configuration though complete white-labeling isn’t feasible due to technical security and operational constraints.
Tallyfy administrators can configure organization-wide working days and hours to automatically adjust task deadlines to skip weekends based on your configured work week without support for holidays or vacation days.
