Managing team members & users for multi-company profiles

Introduction

As a multi-company profile user with appropriate access to manage a linked company, you will encounter two different types of user when you switch into that company:

• Native company users. These users are directly associated with the linked company. They can log into their Patchworks dashboard with their own credentials.

• Team members with access. These users are directly associated with your company - they have (or can be given) permission to manage all aspects of a linked company.

Criteria for accessing linked company users

The following criteria must be met for someone to access and manage linked company users. You must be:

• A user associated with a multi-company profile AND

• Your multi-company profile is associated with linked companies. AND

• Your user account has a manager or administrator role. AND

• You have been granted permission to manage the linked company in question.

What next?

If you meet this criteria then you can switch into a company that you manage and:

• Work with company users

• Work with your team members

For information about managing company profiles for your linked companies, please see our Linked company profiles section.

Related information

• Managing linked company profiles
• Duplicating a process flow between company profiles