# Creating a new user account for your company profile

## Introduction

If you are a user with an [administrator or manager role](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/roles-and-permissions-summary), you can create new user accounts for your company profile. These users will be able to log into the dashboard for your company - the level of access that they have will depend on the role that you grant during the account creation process.&#x20;

By default, new users are created with a `user` role. Provided that you have an `administrator` or `manager` role, you can change this if required - the following rules apply:

<table><thead><tr><th width="266">Your role</th><th>Allowed role changes </th></tr></thead><tbody><tr><td>Administrator</td><td><ul><li>Can assign roles up to and including <code>manager</code> level  (e.g. change a <code>user</code> account to a <code>manager</code> account).</li><li>Can reduce other non-administrator accounts to a lesser role (e.g. change a <code>user</code> account to a <code>read-only</code> account).</li></ul></td></tr><tr><td>Manager</td><td><ul><li>Can assign roles up to and including <code>user</code> level  (e.g. change a <code>read-only</code> account to a <code>user</code> account).</li><li>Can reduce other non-manager accounts to a lesser role (e.g. change a <code>user</code> account to a <code>read-only</code> account).</li></ul></td></tr></tbody></table>

{% hint style="info" %}
For more information, please see our [Roles & permissions summary](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/roles-and-permissions-summary) page.
{% endhint %}

{% hint style="warning" %}
If you are an agency/partner with permissions to manage multiple companies, company profiles work a bit differently. Please refer to our [Managed company profiles](https://doc.wearepatchworks.com/product-documentation/company-management/multi-company-profiles) section.
{% endhint %}

## The steps

**Step 1**\
[Access the user list for your company profile](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/viewing-all-users-for-your-company-profile).

**Step 2**\
Move down to the **extra** section - you'll see a **\[company] users** tab showing all existing user accounts. At a glance, you can see each user's name, email address and role - for example:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FECYzikkACwS91Omfn9Zg%2Fview%20users%20for%20standard%20company%203a.gif?alt=media&#x26;token=74b5877b-db01-4cf6-9627-19eb836dbcb5" alt=""><figcaption></figcaption></figure>

**Step 3**\
Click the **create user** button:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FLSethTHhHRonTpYBX32f%2Fcreate%20users%20for%20standard%20company%201.png?alt=media&#x26;token=a34f23df-2e8c-41f3-b6de-583c2c32a5ba" alt=""><figcaption></figcaption></figure></div>

**Step 4**\
Enter the person's name and email address:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FWa8NyNu51BQfCnC7TGgL%2Fadd%20team%20member%205.png?alt=media&#x26;token=695ff0b3-0ebf-4d76-b485-6a8ae0d4a684" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The email address provided here is used to log into the Patchworks dashboard.&#x20;
{% endhint %}

**Step 5**\
Click the **save** button. The user account is saved, and an email is sent to the given address, with a link for the user to set their password.

{% hint style="info" %}
If the email address specified is associated with an existing (active) user account, you are prompted to enter a different address. If the email address specified is associated with a deleted user account, you are prompted to restore this account.
{% endhint %}

**Step 6**\
The user **roles** tab is displayed, and you'll see that the new account is created. By default, new accounts are created with a `user` role:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FUJyz4RGefShplLe34xbg%2Fcompany%20users%203.png?alt=media&#x26;token=10e1d10a-af3a-4a87-b32f-54955b00d2c0" alt=""><figcaption></figcaption></figure>

If required, you can assign an alternative role by clicking the appropriate button.

{% hint style="info" %}
Roles determine the level of access that users have in the Patchworks dashboard. See the table [above](#introduction) for roles that you can set here.
{% endhint %}

**Step 7**\
Save changes. Once the user has set their password (via the link provided in an email triggered in step 6) they can access the Patchworks dashboard for their own company.
