Private marketplaces
Introduction
If you manage multiple company profiles, it can be useful to share resources between them. With appropriate user roles & permissions, you can access a private marketplace for your company profile. Any apps, connectors, process flows, scripts, or cross-reference lookups that you build can be uploaded to your private marketplace, to be viewed/installed by:
Users associated with your own 'parent' company profile
Users associated with any 'child' companies that you manage
About private marketplace access
To upload resources to your private marketplace, your user account must be associated with an administrator role.
Any users associated with your own company profile, or with one of your 'child' company profiles can view everything in your private marketplace.
To download resources from your private marketplace, user accounts must be associated with a manager role or above.
About private marketplace resources
You can bundle resources into an app and upload this app to your private marketplace. An app can include Patchworks connectors, custom connectors, process flows, scripts, cross-reference lookups, caches and data pools.
You can upload individual custom connectors, process flows, scripts, and cross-reference lookups to your private marketplace.
To upload a process flow (or bundle a process flow in an app), it must be enabled, and deployed.
To upload a script (or bundle a script in an app), it must be saved and deployed.
General guidance
If you manage multiple company profiles and you have required permissions to upload resources to a private marketplace, you have two options for uploading resources:
Upload resources to the private marketplace associated with your own company profile. These resources can be installed by users associated with your own company profile, and by users in any 'child' companies that you manage.
Upload resources to the private marketplace associated with a child' company profile. These resources can only be installed for that 'child' company profile.
Whilst there may be occasions where it's useful to upload resources to the private marketplace for a 'child' company, our suggested approach is to:
Build/create resources in your 'parent' company profile.
Upload these resources to your own private marketplace so they can be shared by all of your 'child' company profiles.
It's important to think about which company profile you are switched into when building/creating resources that you want to upload to the private marketplace. Resources must exist in whichever company profile you are using to upload to the private marketplace.
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