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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 the client admin role.

AND

You have been granted permission to manage a linked company.
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​

Roles & permissions

Working with your team members

Last modified 22d ago