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Create an organization

How to create a new organization on Tallyfy

Creating a user account and creating an organization are separate steps in Tallyfy, follow these:

  1. Go to our website https://tallyfy.com.

  2. Click on TRY IT NOW. This will take you to the signup page https://tallyfy.com/start/. Fill out the required fields and click submit. We highly recommend signing up using your Microsoft or Google accounts to prevent needing to remember another password.

  3. Your account will be created in just a few seconds! We provide sample templates and step-by-step guidance to help you navigate Tallyfy.

If you have any questions, need a demo, or any assistance setting up your processes in Tallyfy, you can book a call with us at https://tallyfy.com/booking. We’re here to help!

Members > Invite and activate members

Organizations can add new members through the Invite+ button and activate them by having invitees set up their accounts via email invitation links, with options to assign either Admin or Standard roles.

Pro > Getting Started

A comprehensive introduction to Tallyfy’s workflow management platform featuring tutorials, key features, troubleshooting guides, partnership opportunities, and support resources.