A comprehensive guide walks new Tallyfy users through essential platform features including account setup workflow design task management team collaboration and basic automation capabilities.
Create an organization
To start using Tallyfy, you first create a user account. This account lets you create your company’s workspace (an organization) or join one that already exists.
- Go to the Tallyfy sign-up page: https://tallyfy.com/start/ ↗
- Fill in your details (name, email, password).
- Using your existing Microsoft or Google account to sign up is often easier.
- Follow the prompts to finish creating your user account and set up your first organization.
When you create a brand new organization, Tallyfy usually assigns you a helpful welcome task to guide you through the basics. You can ask questions by commenting on this task, or book a free call with support via https://tallyfy.com/booking/ ↗.
Your Tallyfy login (email and password) is managed through a central system (account.tallyfy.com ↗), which handles sign-ins and password resets for all Tallyfy products.
If your email address is later invited to join other Tallyfy organizations (e.g., a client’s or partner’s), you can easily switch between them using the same login.
Personal Settings > Switch between organizations
Users with access to multiple Tallyfy organizations can switch between different accounts from their profile menu using a single login credential.
Miscellaneous > Become a Tallyfy partner
Tallyfy’s partnership program enables consultants agencies and software companies to collaborate with clients through revenue sharing commission earning and unbilled domain access while receiving exclusive partner benefits and support.
The Tallyfy platform features a left sidebar menu universal search bar and top-right icons for efficient navigation through its workflow management interface and administrative functions.
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