Settings reference
Every Tallify practice setting in one table: sign-in and session limits, approvals, mail, reminders, drafting limits, and which ones the practice sets itself.
The practice sets its logo, birthday message and review frequency in Settings, and each adviser their own setup (see Settings and your setup). Everything else below an administrator asks Tallify to change. Plans and prices: Pricing.
| Setting | Effect |
|---|---|
| Practice details | Name, FSP number, advisers, office staff, colour and compliance officer. They appear in every document; Tallify fills them in with the practice. |
| Logo, birthday message, review frequency | Set in Settings by Tallify or the principal adviser. Reviews fall due every 12 months by default (3 to 36). |
| Console address | The HTTPS address of the console: public behind the sign-in for a hosted practice, or private to the practice's network. |
| Emailed sign-in code | On by default. A six-digit code emailed after the password; a remembered device skips it for 30 days. |
| Session limits | Idle lock after 2 hours; a session lasts 7 days at most. |
| Sign-in lockout | Failed sign-ins allowed in fifteen minutes: 5 from one address, 20 on one username. |
| Sign-in codes | Sign-ins that email a code, per username: 6 an hour and 20 a day. |
| Onboarding link life | How long a client's personal onboarding link works. 30 days by default. |
| Messages sent without approval | None by default. A practice may list kinds of notice (for example birthday messages) to be sent without waiting under Approvals. |
| Templated emails sent at once | Off by default: the fact-find pack, review sheet, signed-letter copy, receipt and welcome emails wait under Review email approvals. A practice may ask for them to go at once. |
| Coming soon. Each adviser will connect their own number in Settings, Your setup. | |
| Sender name on client email | The practice's name; client email goes from the adviser's own connected mailbox, or the practice's. |
| Email sender check | By default an email is from the address in its From line. A practice may ask for the stricter check, where the receiving mail server must confirm the sender (DMARC, DKIM or SPF). |
| Email notifications | Off by default. When on, the adviser is emailed that drafts are waiting and briefings are emailed as well as stored. |
| Movement thresholds | Per panel category, the fund move that triggers a notice. |
| Client reply drafts | Replies drafted to client email: 5 a day for one sender, 60 a day for the practice. |
| Fact finds from unknown addresses | A fact find or review sheet emailed from an address on no client's or adviser's record is kept as an intake linked to nobody, with an office task naming the sender; nothing is sent back. Up to 5 a day from one address and 20 a day for the practice; past that the email stays in the mailbox and you are alerted once a day. |
| Receipt follow-up | For 3 days after the client is thanked for a returned file, a file that then cannot be read for a reason the client can fix (empty, or saved in a format Tallify cannot open) gets one short note asking for it again. |
| Drafting limits | 10 drafts per person an hour; per adviser and per practice a day, and drafting spend a day, growing with the number of active advisers. See Costs. |
| Sending limits | Per person an hour: 30 fact-find packs, 200 review sheets and 10 market updates. |
| Price feed | Vendor SFTP details for the half-hourly load. |
| Backup mirror | The machine that pulls backups off the server. |
Updated 2026-10-27. Questions: michael@tallify.co.za.