Skip to content
Tallyfy

Create an organization

Sign up for Tallyfy and create your organization

To start using Tallyfy, you’ll create a user account first. This account lets you set up your company’s workspace (an organization) or join one that already exists. Learn more about Tallyfy.

  1. Go to the Tallyfy sign-up page: https://tallyfy.com/start/ ↗
  2. Fill in your details (name, email, password).
  3. You can also sign up with your existing Microsoft or Google account - it’s often easier.
  4. Follow the prompts to finish creating your account and set up your first organization.

When you create a new organization, Tallyfy assigns you a welcome task that walks you through the basics. You can ask questions by commenting on this task, or book a free call with support at https://tallyfy.com/booking/ ↗.

Microsoft sign-in requiring admin approval

If you see “Need admin approval” when signing in with Microsoft - your organization has restricted which apps employees can access. Tallyfy needs permission from your IT administrator before you can use it.

For users seeing this error:

  1. Take a screenshot of the “Need admin approval” message
  2. Send it to your IT administrator or help desk
  3. Ask them to approve the “Tallyfy API” application in Azure Active Directory
  4. Alternatively, create your account using email and password instead of Microsoft sign-in

For IT administrators: To approve Tallyfy for your organization:

  1. Sign in to the Azure Portal ↗ as an administrator
  2. Navigate to Azure Active Directory → Enterprise applications
  3. Search for “Tallyfy API” in pending requests or consent requests
  4. Review and approve the application for your organization
  5. Grant the requested permissions (basic profile and email access)

After approval, users in your organization can sign in with their Microsoft accounts. This only needs to happen once for your entire organization.

For more details, see Microsoft’s documentation on admin approval ↗.

Your Tallyfy login is managed through a central system (account.tallyfy.com ↗), which handles sign-ins and password resets for all Tallyfy products.

If you’re later invited to join other Tallyfy organizations (e.g., a client’s or partner’s), you can switch between them using the same login.

Members > Invite and activate members

Tallyfy lets admins (and optionally Standard members) invite new users by clicking the Invite+ button found throughout the app and entering an email address along with a name and role assignment after which the invitee receives an email to activate their account and join the organization.

Pro > Getting started

Tallyfy lets new users go from zero to a fully working tracked business process in under 30 minutes through a four-step tutorial path covering organization setup and dashboard orientation and template creation and process launching while also providing guidance on team adoption strategies and trial evaluation and industry-specific use cases for emergency services and small businesses and client management.

Integrations > Authentication and SSO

Tallyfy offers free SSO on all paid plans with support for Microsoft Entra ID and Google Workspace and Okta and OneLogin and JumpCloud and any SAML 2.0 provider — letting teams log in with existing corporate credentials while also enabling SSO-based approval audit trails that can replace costly e-signature tools for internal use cases like purchase orders and policy acknowledgments.

Miscellaneous > Troubleshooting

Tallyfy’s troubleshooting guide covers fixing common issues like loading errors and authentication loops through cache clearing and hard refreshes along with solutions for rate limit errors and password reset problems and Microsoft login approval requirements and a browser data wipe script for persistent session conflicts.
Get in touch
About Tallyfy