Your email address serves as your Tallyfy login credential. This guide explains how to safely change your email address.
Prerequisites
You must be logged in to your Tallyfy account using your current email address
You need access to both your current and new email inboxes for verification purposes
You must have signed up with a regular email and password (not SSO or social login)
Steps to update your email address
Click your profile picture or name located in the top right corner.
Choose Settings from the dropdown menu that appears.
In the Settings menu (on the left side), select My Profile.
Ensure you are on the My Details tab.
Locate the Email field and enter your new email address.
Scroll down and click Save Changes to confirm.
You should see a confirmation message indicating the change was successful.
Verifying and using your new email address
Log out of Tallyfy completely.
Log back in using your new email address and your current Tallyfy password.
Check your new email inbox for any verification emails from Tallyfy, although this verification step isn’t always required.
Troubleshooting
Double-check that you typed the new email address correctly without any typos
Confirm you can receive emails at the new address (check spam folders thoroughly)
If you cannot log in after changing the email, contact Tallyfy Support and provide both your old and new email addresses for assistance
SSO and social login users
If you signed up or sign in using Single Sign-On (SSO) or social login (Google, Microsoft), changing your email address requires a different approach. You cannot update the email address directly because these users authenticate through external providers and don’t have passwords in Tallyfy to verify their identity.
Transfer tasks using conflict resolution: When deactivating the old member, Tallyfy will prompt you to reassign their tasks and template assignments to the new member account.
This process ensures all your tasks, permissions, and workflow assignments transfer properly from the old email address to the new one while maintaining the security of your SSO or social login authentication.
Why this process is necessary
SSO and social login accounts authenticate through external identity providers (like Google, Microsoft, or your company’s SSO system) and don’t have passwords stored in Tallyfy. Since email changes require password verification for security, these users cannot use the direct email change feature. The member transition process ensures proper task inheritance while working around this technical limitation.
Users with multiple Tallyfy organization associations can switch between different accounts by clicking their profile picture and selecting Switch Organizations to access any organization where they hold membership.
Tallyfy users can change their password through profile settings when logged in or reset it via email link when forgotten with passwords requiring 8+ characters including uppercase lowercase letters and numbers while authentication loops can be fixed by visiting the logout URL to clear browser sessions.
Tallyfy administrators can update organization details like company names and contact information by using to Settings then Org Details under My Organization where they can modify and save the necessary changes.
Tallyfy enables complete email notification customization allowing users to control communication frequency and notification types through profile settings while automatically providing digest reminders for due tasks with options to manually send instant reminders when needed.