Viewing 'native' company users for a linked company

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can view all 'native' user accounts for that company - i.e. accounts for users at that company.

For more information about the different types of user associated with managed companies please see our managed company users introduction.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials.

Step 2 Switch into the managed company that you want to review.

Have you switched correctly?

Always double-check the company name after a switch to ensure that the switch was made correctly:

Step 3 Click the arrow associated with the company name and select the [company] profile option - for example:

Step 4 Move down to the extra section and select the [company] users tab - here you will find all users who are directly associated with this company profile (and can log into the Patchworks dashboard with their own credentials):

From here you can click the name of a user to access their account profile and then update details, assign a different role, or trigger a password reset request.