How can I update my login email address in Tallyfy?
Your email address serves as your Tallyfy login credential. This comprehensive guide explains how to safely change your email address.
What are the prerequisites for changing my email address?
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)
What are the steps to update my 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.
How do I verify and use my 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.
What should I do if I encounter problems?
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 can switch between multiple Tallyfy organizations by clicking their profile picture selecting Switch Organizations from the dropdown menu and choosing the desired organization from the displayed list.
You can change your Tallyfy password through your profile settings when logged in or reset it using the forgot password link on the sign-in page if you cannot access your account.
Tallyfy allows users to customize email notification settings through their profile settings to control which types of workflow updates they receive while preventing email overload and ensuring important task reminders are still delivered through mandatory weekly digest emails.
The Connect Your Email feature allows users to send workflow emails directly from their personal Gmail or Outlook accounts instead of through Tallyfy’s centralized system which improves deliverability and response rates by making emails appear more personal and trustworthy to recipients.
