Tutorials > Create an organization
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Switch Between Organizations
Tallyfy makes it easy for you to manage different companies and organizations. With our new Organization Switcher feature, you can now easily switch between different organizations within Tallyfy.
To access the Organization Switcher, click on your profile picture on the sidebar, and then, select Switch Organizations. There, you will find a list of all the organizations that you are a member or a guest of. Simply click on the organization name that you want to work with, and you’re all set!
This makes it convenient for those who work for or manage multiple companies to easily navigate between different company accounts in Tallyfy.
So go ahead and explore the different organizations and effortlessly manage your tasks, processes, and templates for each company using Tallyfy!
Org Settings > Update organization details
Organization details can be modified through the Settings menu by accessing My Organization > Org Details, making the desired changes, and saving the updates.
Members > Invite and activate members
Organizations can add new members through the Invite+ button and activate them by having invitees set up their accounts via email invitation links, with options to assign either Admin or Standard roles.
Tallyfy’s settings are organized into personal preferences for individual members and organizational configurations accessible primarily by administrators.
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