Documentation
Members & Roles
Roles and Permissions
Owner, Admin, Researcher, Member, Viewer — what each can do.
Two-factor and backup codes
How Palanor protects your sign-in, and what to do if you lose your device.
Inviting Your Team
How invites work, what each invitee sees, and how to revoke.
A Firm Trial and Its NDA: Signing In and Adding Colleagues
Some firms start with a trial that needs Palanor’s Confidentiality and Evaluation Agreement first. Each person signs it once, then goes straight in with Terminal Pro until the trial ends.
Firms: shared clients on Terminal Pro
A firm is Terminal Pro for a team: the firm holds clients, owners and admins assign people to them, and every report can carry one brand.
Subsidiaries and what ladders up
Link one organization beneath another. Both sides agree, the subsidiary decides what it shares, and the parent reads shared items read-only, labelled by origin.
The 30-day Pro trial
Try Pro free for 30 days. No card. What it includes and what happens on day 30.
The verification mark
What the colors mean — Pro magenta, Steward cyan, Council iridescent.