Signing up for Tallyfy and creating your organization
To start using Tallyfy workflow management, you first create a user account. This account lets you create your company’s workspace (an organization) or join one that already exists.
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/ ↗.
Microsoft sign-in requiring admin approval
If you’re trying to sign up or sign in with Microsoft and see “Need admin approval” - this happens when your organization has restricted which apps employees can access. The error means Tallyfy needs permission from your IT administrator before you can use it.
For users seeing this error:
Take a screenshot of the “Need admin approval” message
Send it to your IT administrator or help desk
Ask them to approve the “Tallyfy API” application in Azure Active Directory
As an alternative, create your account using email and password instead of Microsoft sign-in
For IT administrators:
To approve Tallyfy for your organization:
Navigate to Azure Active Directory → Enterprise applications
Search for “Tallyfy API” in pending requests or consent requests
Review and approve the application for your organization
Grant the requested permissions (basic profile and email access)
After approval, users in your organization can sign in with their Microsoft accounts. The approval only needs to happen once for your entire organization.
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.
Administrators can invite team members to Tallyfy by clicking the Invite+ button entering their email address and selecting their role while managing pending invitations through the Organization Members settings where they can resend or withdraw invites as needed.
Tallyfy tutorials provide step-by-step guidance to create templates launch automated workflows and master essential features within 15-30 minutes helping teams transform their business processes from setup to implementation.
This troubleshooting guide covers systematic solutions for resolving common Tallyfy issues including browser cache clearing testing alternative browsers verifying internet stability disabling extensions updating browsers performing hard refreshes understanding rate limits fixing password reset redirections resolving mobile login problems handling Microsoft admin approval requirements and addressing slow image loading through various technical adjustments.
Tallyfy enables users to create workflow templates through AI assistance by clicking Create selecting Create Template choosing Tallyfy AI entering process details and reviewing generated steps before finalizing the reusable blueprint for consistent business process execution.
