Skip to content
Tallyfy

Organization branding

Administrators only

Customizing Tallyfy with your organization’s branding

Section titled “Customizing Tallyfy with your organization’s branding”

Admins can customize Tallyfy to match your company’s visual identity - including your logo, brand colors, guest-facing interfaces, and custom CSS styling.

Changing logo and colors

Section titled “Changing logo and colors”
  1. Go to Settings > Organization > Branding.
  2. Upload your company logo.
  3. Pick a brand color from the 14 predefined swatches, or type a specific hex code (e.g., #FF5733). Tallyfy auto-generates matching shades for text, links, and UI elements.
  4. Check the live preview - it shows how both the app and emails will look with your branding.
Branding customization settings with logo upload and color picker (65 chars) Task interface displaying custom brand colors

Customizing content style with global CSS

Section titled “Customizing content style with global CSS”

You can add custom CSS rules to change how headings, lists, tables, and other elements appear in task descriptions, templates, and documents across your Tallyfy account.

For example, you could make all H2 headings use a specific brand color, or restyle tables to match your corporate design.

  1. Go to Settings > Organization > Branding.
  2. Click Edit Global CSS.
  3. Enter your CSS rules in the code editor.
ul,
ol {
  list-style-position: outside;
  padding-left: 1rem !important;
}
ul {
  list-style-type: none;
}
ul li {
  vertical-align: middle;
}
ul li::before {
  content: "▪";
  color: #f26523;
  display: inline-block;
  align-items: center;
  width: 1rem;
  margin-left: -1rem;
  font-size: 22px;
  vertical-align: middle;
}
table {
  margin-left: 0 !important;
  width: 100% !important;
}
table tbody tr td {
  padding: 8px 12px;
}
table > thead tr td,
table > tbody:first-child tr:first-child td {
  background: #f26523;
}
table > thead tr td,
table > thead tr td *,
table > tbody:first-child tr:first-child td,
table > tbody:first-child tr:first-child td * {
  color: white !important;
}
table > tbody:first-child tr:nth-child(odd):not(:first-child) td,
table > tbody:not(:first-child) tr:nth-child(odd) td {
  background-color: white;
}
table tbody tr:nth-child(even) td {
  background-color: #f2f2f2;
}
h1,
h1 * {
  font-weight: 400 !important;
}
h1,
h2,
h3 {
  margin-top: 1rem !important;
  margin-bottom: 1rem !important;
}

Why complete white-labeling isn’t available

Section titled “Why complete white-labeling isn’t available”

Tallyfy offers extensive branding options, but complete white-labeling (hiding all Tallyfy references) isn’t feasible. Here’s why.

Technical limitations

Section titled “Technical limitations”
  • Security compliance: HSTS and BIMI compliance are tied to the tallyfy.com domain. These security protocols can’t function on custom domains.
  • JavaScript library restrictions: Several JavaScript libraries and security components can only run on the tallyfy.com domain for security and licensing reasons.
  • Clickjacking protection: Security controls prevent logins and signups outside the Tallyfy domain, protecting users from phishing attacks.

Operational realities

Section titled “Operational realities”
  • Documentation: This user manual is hosted on tallyfy.com. Your users will need access to help docs, revealing Tallyfy as the platform.
  • Support: Unless you handle 100% of support internally, users will contact Tallyfy support - immediately revealing the vendor.
  • Compliance: SOC 2 Type 2 certifications are assigned to Tallyfy, Inc. You can’t hide Tallyfy’s existence in the compliance lifecycle.
  • Billing: While Tallyfy partners can use “unbilled domains” to exclude their consulting domain from client billing, invoices still show “Tallyfy” as the service provider.

What you can customize

Section titled “What you can customize”
  • Visual branding: Your logo, colors, and custom CSS across the app
  • Email sending: Configure custom SMTP so emails come from your own server
  • Partner options: The Ambassador program ↗ provides extra branding options for qualified partners

Setting up custom email sending (SMTP)

Section titled “Setting up custom email sending (SMTP)”

You can configure Tallyfy to send all emails through your company’s email server instead of Tallyfy’s default. This keeps your brand consistent across all email communications. Learn more: Customize email sending.

Section titled “Related articles”

Pro > Settings

Tallyfy splits settings into Personal Settings that members control (like profile and…
Get in touch
About Tallyfy