What’s this all about?

If you’ve been a Palmetrics user since before September 2023, and you’ve been managing more than one Takealot account through Palmetrics, then you are currently logging out and in every time you want to switch companies.

You can benefit from the new update by choosing one of your existing logins and transferring ownership of all the other companies to this one personal account. After that, you’ll be able to log into just one account and be able to switch between your companies in only two clicks.

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Your companies will remain isolated from each other and their settings will remain separate. The only difference is that you can access them all from a single login.

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Steps

1. Choose the login you want to keep

Out of all the accounts (emails) you currently log in with, choose the one you’d like to keep as your personal login going forwards

2. Invite the main login to each of the other companies

For each of the accounts you currently log in with, except the one you’d like to keep as your login, follow these steps:

  1. Log into Palmetrics as one of the non-main logins
  2. Follow the steps in Add and remove team members and invite the email that you use as your primary login
  3. Then, log into your main login again and accept the invitation
  4. After that, log back into the non-main login and perform the steps in Managing companies to transfer ownership to the member which is your main login that you just invited
  5. After the transfer, your main login will have access to the transferred company

Repeat these steps for each account, except for your main account that you’d like to keep.

<aside> <img src="/icons/groups_green.svg" alt="/icons/groups_green.svg" width="40px" /> You can also invite your team members to use Palmetrics under their own personal logins and set permissions to control their access.

See:

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