The Palmtech Portal allows you to easily access and edit your company information. This includes your company’s address, email, website, and other information that you may want available to your clients. This article will show you how you can add or edit this information.
- The first step is to log in to the Portal. There are two different ways of doing so. The first way is to follow this link:
You can also access the Portal by opening the Palmtech software and clicking ‘Login to Portal’ on the right-hand side of the screen.
- Once the Portal is open, click the “Manage” tab at the top.
- On this screen, click the 'Account Settings' option at the top.
- The ‘Account Settings’ screen will show you all the information available to add for your company.
- Once you add your information or make your changes, click ‘Update Settings’ at the bottom.
- Your company information will now be updated in the Palmtech software and app.