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: Access the new company profile

• Stage 3: Add users & review team member access

• Stage 4: Set subscription details

Stage 1: Create a new company profile

1

Log in & switch to your partner profile

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

If you've been working in a managed company, click the arrow associated with your current company name, then select the switch companies option, followed by switch to original company:

For more detailed steps, please refer to Switching back to your own company.

2

Access your managed companies list

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

3

Start company creation

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

4

Enter company details

Complete general details for this company - for example:

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

5

Save the new company

Click create company to save the company profile.

6

Exit back to your managed companies list

Use breadcrumbs at the top of the page to exit back to your manage companies list:

Stage 2: Access the new company profile

1

Switch to the new company

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

2

Access profile details

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

Company profile information is displayed for the new company, ready to review/update user access and subscription details.

Stage 3: Add users & review team member access

Having switched to the new managed company and accessed profile information, move down to the extra panel.

If you need to create 'native' users for the company who can then log in directly and access their own dashboard, select the users tab. For example:

All team members associated with your partner profile are granted access to the new company, automatically. To review and update team access, select the team members with access tab. For example:

Stage 4: Set subscription details

By default, new company profiles are associated with a trial subscription. To update this, select the subscriptions tab:

From here, you can choose the appropriate subscription.