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Customize your organization

Administrators only

Customizing organization settings

Section titled “Customizing organization settings”

Go to Settings > Organization > Customization to control how Tallyfy works for everyone in your org. You’ll find all the options below on a single page.

Member permissions

Section titled “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. It’s a good idea to restrict this if you want tighter control over who joins.
  • Allow non-Admins to create/manage groups? - If Yes, Standard members can create and manage groups. If No, only Administrators handle groups.

Organization domains

Section titled “Organization domains”

Managed under Settings > Organization > Domains.

Domain configuration

Section titled “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

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

Content creation

Section titled “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

Section titled “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). This won’t affect tasks that are still within their deadline window.
  • 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

Section titled “Onboarding settings”

Working hours and schedules

Section titled “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

Section titled “Notification settings”
  • Default email digest days (Members/Guests) - Set the default days new members and guests receive summary emails. They’re free to change their own schedule later.
  • Send reminders for tasks whose start date is in the future? - If Yes (the default), daily digest emails include every open task with a deadline, even ones that have not reached their start date yet. If No, member and guest digest emails leave out tasks whose start date is still in the future. Each task starts appearing once its start date arrives, and tasks with no start date always appear. Tasks that were never given an explicit start date are currently treated as starting shortly before their deadline, so turning this off is most useful when your templates and one-off tasks set real start dates.

Webhook date formatting

Section titled “Webhook date formatting”
  • Format of webhook date field values - Choose the date format for data sent via webhooks.

Saving changes

Section titled “Saving changes”

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

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Pro > Settings

Tallyfy splits settings into Personal Settings that members control (like profile and…
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