Working with your team members

Introduction

If your Patchworks user account is associated with a multi-company profile and you have been granted permission to manage a linked company, you are a team member with access.

As such you can perform the following tasks for other team members (i.e. other users associated with your agency/partner profile):

• View team members for your own multi-company profile

• Create a new team member to manage linked companies

• Assign user roles for an existing team member

• View team members who manage a particular linked company

• Grant & revoke permission for a team member to manage a linked company

• Trigger a password reset for an existing team member

• Remove a team member from your multi-company profile