Viewing linked companies for your multi-company profile

Introduction

When you choose to switch into a managed company you will see a managed companies list which shows all companies that are linked to your profile.

However, if your user account has not been granted explicit access to manage companies, the 'switch' option won't be available for you to use. In this case, you can access the managed companies list via Patchworks settings, as shown below.

Need to know

• The fact that a company is linked to your organisation does not necessarily mean that you or anyone else in your team has the ability to manage it. Linked companies can only be managed by users in your team who have been granted explicit permission for access.

• Your Patchworks account must have the manager role in order to view linked companies for your organisation.

The steps

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 Click the settings option at the bottom of the left-hand navigation bar:

Step 3 Select the managed companies option:

If you don't see this option it means that your user account does not have the required manager role. In this case, someone in your organisation with an administrator role can assign it to you.

Step 4 All linked companies for your organisation are shown:

If you have been granted permission to manage a linked company, you'll see an icon in the 'switch' column - you can use this to switch into the associated company now. If no icon is shown it means that you have not been granted access to manage this company.