Table of Contents

 

Maintain Profile Details in TallyPrime

Maintain accurate profile details in TallyPrime by updating the contact information linked to your Tally Serial Number. This ensures that you receive important updates and notifications through your registered email address and mobile number.

You will receive a notification in TallyPrime twice a year, on 1st April and 1st October, to review your profile details. The notification remains visible throughout the month.

Before you begain | Prerequisites
  1. Ensure that,
    1. You are on TallyPrime Rel 6.0 or later.
    2. You have an active internet connection.
    3. Your TallyPrime license is active and linked to a valid Tally Serial Number.
  2. To edit profile details, ensure you have a valid Tally.NET ID with the required user rights.

 

Update Profile Details in TallyPrime

  1. Press F1 (Help) > Profile.
  2. In the Profile Display screen, press Alt+I (Edit Profile).
    Profile-details
  3. Log in with your Tally.NET ID and Password.
    Edit-screen
  4. In the Profile Display screen, update Primary Contact Information and Organisation Details.
    Ensure that the Name and Address fields contain more than 3 characters.
  5. Press Ctrl+A to save.

Any changes in the profile made in TallyPrime will automatically reflect on the Tally portal.

The Account Information section is disabled in TallyPrime. You can alter the Account ID and Admin e-mail ID directly on the portal.


View Profile Details on Tally Portal

  1. In the Profile Display screen, press Alt+V (Open Tally Portal).
  2. Log in to the Customer Portal using your credentials.
    Portal-screen
    Under License Management, you can view the updated details.
  3. Verify the updated profile details or modify additional information, if required.

You can also view and update additional information on the portal.

Questions & Answers

  1. Do I need to load a company to view/edit Profile?
    No, you don’t need to load a company to view/edit Profile. Open TallyPrime > press F1 (Help) > Profile.

  2. My TallyPrime is in Educational mode, and I cannot access Profile. How can I access my Profile?
    In Educational Mode, the Profile page will not be accessible. You need to have an active TallyPrime license and valid Tally.NET ID to access the Profile page.

  3. I have tried using the Tally.NET ID and password to log in to the edit screen, but I am not able to. What should I do?
    As profile information is confidential, only authorised users can view and edit it. The following users can log in and update the profile:
    • User with Admin e-mail ID
    • Site admin
    • Owner
    • Standard user with appropriate user rights.

 

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