If your Tallyfy login (email address) is part of multiple Tallyfy organizations (e.g., your company and a client account), you can easily switch between them.
Click your profile picture or name (top right).
Select Switch Organizations from the dropdown menu.
A list appears showing all organizations you belong to (as a member or guest).
Click the name of the organization you want to switch to.
This allows you to work across different accounts using just one Tallyfy login.
Users can create a Tallyfy account to establish their organization’s workspace or join an existing one through a straightforward signup process with options for Microsoft/Google authentication and helpful onboarding guidance.
Tallyfy’s settings are structured into personal preferences for individual users and organization-wide configurations managed by administrators to ensure efficient workflow management and platform customization.
Administrators can control organization-wide configurations including member management billing branding integrations and other company settings through dedicated admin tools and interfaces.
Users can update their Tallyfy login email by accessing profile settings entering a new email address and verifying it through a simple logout-login process while adhering to daily change limits.
