Account & Organization

A Palmata account belongs to an organization, and reports belong to the organization, not to you alone. This page covers who can do what, how people join, and the settings that are yours and yours only.

Roles

Everyone in an organization has one of four roles. The role decides what they can do.

Owner — the organization’s top authority. Can do everything an admin can, plus manage admins. There’s one owner.
Admin — runs the organization day to day: invites and removes people, changes roles, approves report requests, and manages billing.
Creator — builds reports directly. The working role for anyone doing audits.
Member — can view shared reports and request a report, but can’t build one without an admin’s sign-off.

The split that matters most in daily use is creator vs. member. A creator clicks New Report and the audit starts. A member clicks the same button and it sends a request to the admins instead — see Report requests below.

The organization page

The organization page with its Members, Report Requests, Billing, and Settings tabs

Open the organization page from the side navigation. It has up to four tabs:

Members — everyone in the org. Visible to all roles.
Report Requests — pending report requests waiting on approval. Admins only.
Billing — plan and credits. Admins only. See Billing.
Settings — rename the organization. Admins only.

Members see only the Members tab. The admin tabs appear when your role can use them.

Members

The Members tab lists everyone in the organization with their role. When the list gets long, the search box filters it by name or email.

Inviting someone — admins click Invite and enter a name and email. The person gets an email with a link to join. New invites come in as members; raise their role afterward if they need to build reports.

Changing a role — admins open the role dropdown next to a member and pick a new one. An owner can promote someone to admin; an admin can set creator or member but can’t create another admin.

Removing someone — admins remove a member from the dropdown. Removal is immediate: they lose access to the organization and its reports right away. The owner can’t be removed.

Report requests

When a member asks for a report, it doesn’t run — it lands in the Report Requests tab as a pending request. An admin reviews it and either approves it, which starts the build and spends a credit, or declines it. The requester is notified when their request is approved and the report begins building.

This is how organizations let people surface what they need audited without handing every seat the ability to spend credits.

Account settings

The account settings page with name, password, notifications, and account deletion

Your account settings are separate from the organization and apply only to you. Open them from your account menu.

Name — edit the display name others see on your invites and activity.
Password — request a reset email to set a new password.
Notifications — toggle the email notifications you receive (report finished, request approved, and similar). Turn off anything you don’t want.
Delete account — permanently remove your account. You’ll confirm with your password. This is irreversible.

Signing in

Palmata accounts use email and password. A few details worth knowing:

Email verification — new accounts confirm their email with a one-time verification code before the account is active.
Two-factor authentication — if your account has 2FA enabled, you’ll enter a code from your authenticator app after your password.
Forgot password — request a reset link from the login screen; it emails you a link to set a new one.

Some organizations restrict signups to specific email domains, and brand-new signups without an organization may be placed on a waitlist until an admin brings them in.