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Create an organization

Signing up for Tallyfy® and creating your 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.

  1. Go to the Tallyfy® sign-up page: https://tallyfy.com/start/ ↗
  2. Fill in your details (name, email, password).
  3. Using your existing Microsoft or Google account to sign up is often easier.
  4. 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.

Pro > Getting started

Tallyfy provides step-by-step tutorials that guide new users through essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.

Personal Settings > Switch between organizations

Users can switch between multiple Tallyfy organizations by clicking their profile picture selecting Switch Organizations from the dropdown menu and choosing the desired organization from the displayed list.

Members > Invite and activate members

Administrators can invite new members by sending email invitations which recipients must activate to gain account access while managing invites and member statuses through the organization settings.

Org Settings > Auto-launch templates for new members

Tallyfy automatically launches specific onboarding templates for new members when they join your organization providing structured consistent training and reducing administrative work while increasing platform adoption through immediate task assignments and self-guided learning experiences.
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