This section covers settings found under Settings > Organization > Customization. Administrators use these settings to change how Tallyfy works for everyone in the organization.
Member permissions settings
Allow non-Admins to invite members?: If Yes, Standard members can also invite other members (as Standard or Light roles only). If No, only Admins can invite.
Enable non-Admins to create/manage groups?: If Yes, Standard members can create and manage groups. If No, only Admins can manage groups.
Organization domains
(Managed under Settings > Organization > Domains)
What is Organization Domains?
Under Settings > Organization > Domains, you list your company’s email domains (e.g., yourcompany.com). These domains are used to:
Distinguish Members vs. Guests: Tallyfy uses this list to identify internal members (email matches a listed domain) compared to external guests.
Enable Auto Join: If ON, anyone signing up for Tallyfy with an email matching your listed domains will automatically join your organization. This is usually recommended to prevent employees from creating separate accounts.
How to Add a Domain
To add or manage your organization’s email domains:
Navigate to Settings > Organization > Domains in your Tallyfy application.
Follow the on-screen instructions to add, edit, or remove domains from the list.
Content creation settings
Enable HTML authoring?: If Yes, users can edit the HTML code 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 initially visible only to the creator and Admins until explicitly shared.
Task management settings
Auto-complete overdue tasks?: If Yes, Tallyfy automatically marks tasks complete if they pass their deadline by a set amount of time (e.g., 2 months). This helps clear old, incomplete tasks.
Auto-archive completed processes?: If Yes, Tallyfy automatically archives processes a set number of weeks after all their tasks are completed. This helps keep your active Tracker view clean.
Default deadline for tasks: Set a default deadline (e.g., 3 days) applied to new tasks or template steps if no specific deadline is chosen.
Onboarding settings
Launch template for new members: Choose a specific template to automatically launch for every new member joining your organization. This is useful for standard employee onboarding procedures. See Auto-launch templates guide.
Working hours and schedule
Default work week: Select your organization’s standard work days (e.g., Mon-Fri). This affects how deadlines are calculated.
Default working hours: Set the start and end times for your standard 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 get summary emails. Users can change their personal settings later.
Webhook date formatting
Format of webhook date field values: Choose the date format for data sent via webhooks (important for integrations).
Saving changes
Remember to click Save Changes at the bottom after adjusting settings in this section.
Organizations can automatically initiate specific onboarding templates for new members upon joining which provides structured guidance through tasks notifications and standardized training materials while reducing administrative work and tracking completion progress.
Administrators can configure organizational working schedules to ensure task deadlines automatically adjust around non-working periods and align with standard business hours.
Administrators can control organization-wide configurations including member management billing branding integrations and other company settings through dedicated admin tools and interfaces.
Administrators can personalize Tallyfy’s appearance by updating logos brand colors guest views and global CSS styles through the organization’s branding settings.
