Go to Settings > Organization > Customization to control how Tallyfy works for everyone in your org.
Member permissions
Allow non-Admins to invite members? - If Yes, Standard members can invite others (limited to Standard or Light roles). If No, only Administrators can send invites.
Allow non-Admins to create/manage groups? - If Yes, Standard members can create and manage groups. If No, only Administrators handle groups.
Organization domains
Managed under Settings > Organization > Domains.
Domain configuration
Add your company’s email domains (e.g., yourcompany.com) under Settings > Organization > Domains. These domains serve two purposes:
Distinguish members vs. guests - Tallyfy uses this list to identify internal members (email matches a listed domain) vs. external guests.
Auto Join - If ON, anyone signing up with an email matching your domains automatically joins your org. This prevents employees from accidentally creating separate accounts.
Adding domains
Go to Settings > Organization > Domains.
Follow the on-screen instructions to add, edit, or remove domains.
Content creation
Enable HTML authoring? - If Yes, users can edit HTML directly in text editors for advanced formatting. If No, they use the standard visual editor.
Set new templates viewable by creator/Admin only? - If Yes, newly created templates are visible only to the creator and Administrators until shared.
Task management
Auto-complete overdue tasks? - If Yes, Tallyfy automatically marks tasks complete when they exceed their deadline by a set number of months (configurable from 2 to 24 months).
Auto-archive completed processes? - If Yes, Tallyfy archives processes after a set period (1-90 days or weeks) once all tasks are done.
Default deadline for tasks - Set a fallback deadline (e.g., 3 days) that applies to new tasks or template steps when no specific deadline is chosen. Supports minutes, hours, days, weeks, or months.
Default work week - Select your org’s standard work days (e.g., Mon-Fri).
Default working hours - Set start and end times for the workday. Deadlines adjust based on these hours. See Customize work week guide.
Notification settings
Default email digest days (Members/Guests) - Set the default days new members and guests receive summary emails. Users can change their own schedule later.
Webhook date formatting
Format of webhook date field values - Choose the date format for data sent via webhooks.
Saving changes
Click Save Changes at the bottom of the page after making changes.
Tallyfy lets you automatically launch a specific onboarding template as a tracked process for every new member who joins your organization so everyone gets the same structured experience without any manual effort from administrators.
Tallyfy’s organization-wide settings let administrators control member permissions billing branding integrations and admin policies that apply to every team member across the entire company.
Tallyfy lets admins customize branding by uploading a logo and selecting brand colors while also supporting global CSS for styling content elements like headings and tables though full white-labeling is not possible due to security and compliance constraints tied to the tallyfy.com domain.
Tallyfy organizes settings into Personal Settings that individual members control (like profile and notifications) and Organization Settings that only administrators can change (like billing and branding and integrations) so each role accesses only what they need.