Login Change from Google to Microsoft - Team Members
This article is for organizations that are changing their authentication provider from Google to Microsoft.
- If you need to migrate an Admin account, confirm or create at least two Admin accounts or an Owner and an Admin to start.
NOTE: You can promote a user to Admin on the Team page, if you are an Admin or Owner.
If you are migrating a non-Admin/Owner account, you can proceed as an Admin or Owner below.
- For each user to be migrated
- That user must log out of Tallyfor.
- That user should delete tallyfor.com cookies in their browser(s). For details about deleting cookies in Chrome and Edge, see the "Sign In Troubleshooting" Sections of this Help Article
- Have an Admin delete that user in the Team page.
- Re-invite that user's email back into Tallyfor on the Team page.
- Have user log back in with Microsoft Auth (instead of Google Auth)
- If that user was previously an Admin, restore his/her Admin role in the Team page
NB: Always have at least one active Admin or Owner user or the firm will lose the ability to self-administer.