How can I switch between organizations in Tallyfy?
If your Tallyfy login (email address) is associated with multiple Tallyfy organizations (e.g., your company and a client account), you can seamlessly switch between them.
Click your profile picture or name located in the top right corner.
Select Switch Organizations from the dropdown menu that appears.
A comprehensive list displays showing all organizations you belong to (as a member or guest).
Click the name of the specific organization you want to switch to.
This powerful feature allows you to work efficiently across different accounts using just one Tallyfy login credential.
Tallyfy users begin by creating an account through the sign-up page using their details or existing Microsoft/Google credentials then follow prompts to establish their organization with centralized login management allowing easy switching between multiple organizations later.
Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact all users with only administrators able to modify organization-wide configurations.
This guide explains how to update your Tallyfy login email address through profile settings for regular accounts or through a member transition process for SSO and social login users who cannot directly change their email credentials.
Tallyfy administrators can update organization details like company names and contact information through the Settings menu by accessing Org Details under My Organization and making necessary changes before saving.
