Creating a new user account for your company profile

Introduction

If you are a user with an administrator or manager role, 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.

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:

Your role	Allowed role changes
Administrator	Can assign roles up to and including manager level (e.g. change a user account to a manager account). Can reduce other non-administrator accounts to a lesser role (e.g. change a user account to a read-only account).
Manager	Can assign roles up to and including user level (e.g. change a read-only account to a user account). Can reduce other non-manager accounts to a lesser role (e.g. change a user account to a read-only account).

For more information please see our Roles & permissions summary page.

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 section.

The steps

Step 1 Access the user list 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:

Step 3 Click the create user button:

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

The email address provided here is used to log into the Patchworks dashboard.

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.

A password must be used with the user's email address in order to log into the Patchworks dashboard.

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:

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

Roles determine the level of access that users have in the Patchworks dashboard. See the table above for roles that you can set here.

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.