Adding & linking a new company

Introduction

If you are a Patchworks partner and you have the partner features subscription bolt-on associated with your subscription, you can create new companies that are linked to your own profile. Having created a new linked company profile, you can go on to manage subscription settings, team member access, and 'native' company users.

Need to know

• Your partner features subscription bolt-on is associated with an allowance for the number of companies that can be created in each subscription tier.

• If you don't have the partner features subscription bolt-on but require new linked companies to be added, please contact your Patchworks Partner Manager.

The steps

The steps to add a new, linked company profile are summarised below:

• Stage 1: Create a new company profile

• Stage 2: Set subscription details

• Stage 3: Add users & grant team member access

Stage 1: Create a new company profile

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are switched into your own company profile.

Step 2 In the top-left corner, click the arrow associated with your current company name and select the switch companies option:

Step 3 Click the create company button at the top of your managed companies page:

Step 4 Complete general details for this company:

Any email address provided here is used as the Patchworks point of contact for your company.

Step 5 Save the company profile to exit back to the mange companies list.

Step 6 Refresh/reload the browser page.

When details for your new company profile are saved, a new database is created behind the scenes. When you refresh your browser, options to work with the new company become available.

Step 7 Go the the next stage.

Stage 2: Set subscription details

Step 1 Use the 'switch' icon associated with the new company, to switch into that profile - for example:

If you don't see the 'switch' option, reload the page again.

Step 2 In the top-left corner, click the arrow associated with the new company name and select the [[company]] profile option:

Step 3 Scroll down to the extra panel at the bottom of the company profile page, then select the [[company]] subscriptions tab:

...you'll see that the existing subscription is set to trial, by default:

Step 4 Use the core subscription tier dropdown field to select the required subscription for this company - for example:

All subscription tiers are listed but if you can only save a selection if your partner features allowance is not exceeded.

Step 5 Save the profile:

Stage 3: Add users & grant team member access

Having created a linked company and saved subscription details, you can go on to:

• Grant access to your team members who can then switch into the company and complete required tasks.

• Create 'native' users for the linked company who can then log in directly to access their own dashboard.