> For the complete documentation index, see [llms.txt](https://doc.wearepatchworks.com/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.wearepatchworks.com/product-documentation/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company.md).

# Switching in & out of a linked company

## Introduction

The steps detailed on this page show how to switch into a linked company that you manage and - when you've finished working with that company - how to [switch back to your own company](#switching-back-to-your-own-company).

## Need to know

* You can only switch into companies that you have been [granted explicit permission to manage](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md).
* Your Patchworks account must have the [manager role](/product-documentation/users-roles-and-permissions/roles-and-permissions-summary.md) in order to view linked companies for your organisation.

## Switching into a linked company

**Step 1**\
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%2FA6zgOJhrjIVYR15VQmCL%2Fswitch%20company%201.png?alt=media&amp;token=52d92275-9d7e-4863-be20-1774af0f7f15" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="info" %}
If you don’t see this option, it means that you don’t have not been [granted access to manage any companies](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md).
{% endhint %}

The **managed companies** page is shown, listing all companies that are linked to your organisation (i.e. all companies that can be managed by your team):

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FpizXbKcuJEKIeltxFzbd%2Fswitch%20company%202.png?alt=media&amp;token=e1c012d1-0f2e-4dac-aa52-1668a9fa0f68" alt=""><figcaption></figcaption></figure></div>

If you have been [granted permission to manage a company](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md), you'll see an icon in the **switch** column:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FrWbWNUkUXhwQrFUs8kNS%2Fswitch%20company%203.png?alt=media&amp;token=05a2639b-3ee5-441b-a39a-cd29bc482d66" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
If your organisation manages lots of companies, this list might be long, running over multiple pages. You can use the **search** field to find a company by name.
{% endhint %}

**Step 2**\
Click the ‘switch’ icon to the right of the required company profile:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F0qV4Smf24ZEatuaUKnMQ%2Fswitch%20company%204.png?alt=media&amp;token=b6035952-7bf7-4f4a-a706-c61d0c0e1e70" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
If no icon is not shown, you have not been [granted access to manage this company](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md).
{% endhint %}

**Step 3**\
You are switched into this company profile:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FxOjJy0KLhyd5IFATovyU%2Fswitch%20company%205.png?alt=media&amp;token=a8cdc0c6-d6f6-4700-9978-544358753b75" alt=""><figcaption></figcaption></figure></div>

Notice that the company name has changed at the top of your window - if you click the associated arrow, you'll find quick access to profile settings for this company, should you need to change general details or manage company users:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FolBAnfSFaXP2vM6YNszb%2Fswitch%20company%206.png?alt=media&amp;token=2568fff8-7f2a-48cf-b957-e65ba5e0e221" alt="" width="243"><figcaption></figcaption></figure></div>

{% hint style="danger" %}
Any changes that you make from this point on will update the company you have switched into. **Always ensure that you are switched to the right company before making changes**.
{% endhint %}

{% hint style="info" %}
At the top of this page, you'll find a `copy company link` button, which can be used to copy a link to this company profile:

<img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F7brQSGVwwYs2f0uslgXI%2Fcopy%201.png?alt=media&amp;token=67a15e87-a834-4d6a-8680-9cecd5eac2ce" alt="" data-size="original">

This is useful if you want to collaborate with other team members (who have sufficient permissions) - they can access the company directly via this link, seamlessly switching to the relevant company profile.
{% endhint %}

**Step 4**\
You can now proceed to complete any required setup for this company (for example, [add and manage users](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles.md), add [connectors](/product-documentation/connectors-and-instances/working-with-connectors.md), [process flows](/product-documentation/process-flows/about-process-flows.md), etc.).

{% hint style="info" %}
If required, you can copy process flows from one of your managed companies into another. For further information please see
{% endhint %}

**Step 5**\
When you've finished working with this company, you should [switch back to your own company](#switching-back-to-your-own-company) to ensure that you don't make any subsequent updates in error.

## Switching back to your own company

When you've finished working with a managed company, follow the steps below to your own (i.e. original) company.

**Step 1**\
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%2Fw3CnHqDoYOTOl665PQEq%2Fswitch%20back%200.png?alt=media&amp;token=9559e236-9384-429b-9dbd-c5e6732a8586" alt="" width="262"><figcaption></figcaption></figure></div>

{% hint style="info" %}
If you don’t see this option, you not been [granted access to manage any companies](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md).
{% endhint %}

**Step 2**\
The **managed companies** page is shown.

{% hint style="info" %}
Typically, no managed companies will be shown because you're currently switched into a managed company rather than your own profile.
{% endhint %}

**Step 3**\
Click the **switch to original company** button:

<figure><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&amp;token=828481ec-0e21-4f3a-9ccf-f491c09e26b3" alt=""><figcaption></figcaption></figure>

**Step 4**\
You are switched back to your own profile and the **managed companies** page updates to show all companies that your team can manage:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FpizXbKcuJEKIeltxFzbd%2Fswitch%20company%202.png?alt=media&amp;token=e1c012d1-0f2e-4dac-aa52-1668a9fa0f68" alt=""><figcaption></figcaption></figure>
