# Adding & linking a new company

## Introduction

If you are a Patchworks partner and you have the [partner features subscription bolt-on](https://doc.wearepatchworks.com/product-documentation/getting-started/subscription-tier-limits) 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](#stage-2-set-subscription-details), [team member access](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members), and ['native' company users](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-native-company-users).

## Need to know

* Your [partner features subscription bolt-on](https://doc.wearepatchworks.com/product-documentation/getting-started/subscription-tier-limits) 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](https://doc.wearepatchworks.com/product-documentation/getting-started/subscription-tier-limits) 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-1-create-a-new-company-profile)
* [Stage 2: Access the new company profile](#stage-2-access-the-new-company-profile)
* [Stage 3: Add users & review team member access](#stage-3-add-users-and-review-team-member-access)
* [Stage 4: Set subscription details](#stage-4-set-subscription-details)

### Stage 1: Create a new company profile

{% stepper %}
{% step %}
**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](https://doc.wearepatchworks.com/product-documentation/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company).

{% hint style="info" %}
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`: &#x20;

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FJm2n4KlwF3uKdZzQixo0%2Fswitch%20back%201.png?alt=media&#x26;token=828481ec-0e21-4f3a-9ccf-f491c09e26b3" alt="" data-size="original">

For more detailed steps, please refer to [Switching back to your own company](https://doc.wearepatchworks.com/product-documentation/company-management/switching-in-and-out-of-a-linked-company#switching-back-to-your-own-company).
{% endhint %}
{% endstep %}

{% step %}
**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:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FS7dAQwIBqHDb2LYI6hx6%2Fadd%20linked%20company%201.png?alt=media&#x26;token=eeb5e897-52eb-4c07-98d8-c2e5f46223d5" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
**Start company creation**

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FNlI5PFIJunTNOsKyeyHM%2Fadd%20linked%20company%202.png?alt=media&#x26;token=d689d42f-cc96-44e5-9fa1-8021fdd73e15" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
**Enter company details**

Complete `general` details for this company - for example:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FIabkvhdwiUEZN4c1ZhDN%2Flinked%20company%20added%20a.png?alt=media&#x26;token=4e876edb-66b9-4b2e-a642-802b920b7cb5" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Any email address provided here is used as the Patchworks point of contact for your company.&#x20;
{% endhint %}
{% endstep %}

{% step %}
**Save the new company**

Click `create company` to save the company profile.
{% endstep %}

{% step %}
**Exit back to your managed companies list**

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

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F0b5PGnPFzCQUnvbUqzq3%2Flinked%20company%20breadcrumbs.png?alt=media&#x26;token=59535ec9-5e5c-49eb-b5ed-bbb32589ce8b" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Stage 2: Access the new company profile

{% stepper %}
{% step %}
**Switch to the new company**

Use the 'switch' icon associated with the new company to switch into that profile - for example: &#x20;

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FH16eacwmwWAWcqHQ6HQd%2Fswitch%20to%20managed%20co%201.png?alt=media&#x26;token=729dd0f4-362f-4e15-91a0-117a06046107" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**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:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FqMadrVBoi4KTts2vCpeT%2Faccess%20profile%20managed%20co%201.png?alt=media&#x26;token=cf28a48f-d818-44d8-b301-929a17c17a67" alt=""><figcaption></figcaption></figure>

Company profile information is displayed for the new company, ready to review/update [user access](#stage-2-access-the-new-company-profile) and [subscription details](#stage-3-add-users-and-review-team-member-access).
{% endstep %}
{% endstepper %}

### 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.&#x20;

If you need to [create 'native' users](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-native-company-users/creating-a-new-native-user-for-a-linked-company) for the company who can then log in directly and access their own dashboard, select the `users` tab. For example:&#x20;

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F0W7tJnkaduVKBftgfkn9%2Fusers%20tab.png?alt=media&#x26;token=08520b3b-e497-4ef5-9c1b-3809b49c37da" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For information about working with managed company users, please refer to [Working with 'native' company users](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-native-company-users).
{% endhint %}

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: &#x20;

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FEJ0nxYycnyjCGoxm63sg%2Fteam%20tab%20a.png?alt=media&#x26;token=f60d75f0-5a03-4c13-a5ed-b701cb52758e" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For information about working with team members, please refer to [Working with your team members](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members).
{% endhint %}

### Stage 4: Set subscription details

By default, new company profiles are associated with a `trial` subscription. To update this, select the `subscriptions` tab:&#x20;

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FQMXYeluZKoaRE1Mo6XaI%2Fsubs%201.png?alt=media&#x26;token=8883a9ab-22e7-4456-8201-00763e48a283" alt=""><figcaption></figcaption></figure>

From here, you can choose the appropriate subscription.&#x20;

{% hint style="info" %}
The number of `trial`, `standard` and `professional` tier profiles allowed is determined by your own partner/managing company profile. For information about subscription tiers, please refer to our [Core subscription tiers](https://doc.wearepatchworks.com/product-documentation/getting-started/subscription-tier-limits) page.
{% endhint %}


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