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Switch Between Organizations

How to use the Organization Switcher

Tallyfy allows users to manage multiple organizations through the Organization Switcher feature.

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.

Organization Switcher

This makes it convenient for those who work for or manage multiple companies to easily navigate between different company accounts in Tallyfy.

Tutorials > Create an organization

A streamlined process for creating Tallyfy accounts and organizations with automated onboarding tasks plus centralized identity management at account.tallyfy.com enables seamless access across multiple organizations.

Pro > Settings

Tallyfy’s settings are divided into personal settings for individual user preferences and organization settings for company-wide configurations with access controlled by user roles and permissions.

Settings > Personal settings

Individual user preferences and customization options enable personalized control over account settings and system configurations for optimal platform usage and workflow management.