Follow this guide if you need to merge separate accounts to a single login
Multiple logins
Do you have separate logins for separate accounts in Syla?
For example:
You have one login for your Individual Account using [email protected]
And, you have a separate login to your SMSF Account using [email protected]
Syla has Multi-Account support, so it's possible to consolidate both of these Accounts so you can access them from a single login.
How to consolidate multiple logins
Step 1 - Choose which email you want to use as your main login. In our example, we're going to use [email protected] as the main login.
Step 2 - Login to the other account. In the example, you'd log in as [email protected].
Step 3 - Go to the Settings and click the Members tab.
Step 4 - Click the Invite Member button.
Step 5 - Type in the Email of the main account you want to use.
Step 6 - Change the Role to Owner and click Invite.
Step 7 - You should now see the other user has been added to the account.
Step 8 - Log out, and log in under the main email you want to use. You should see both your accounts now available.
You can repeat this process for any additional accounts you want to consolidate. Now you can login under one email, and easily switch between any of your accounts in Syla.