Product documentation
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  • Patchworks product documentation
  • Welcome
    • Welcome to Patchworks!
    • What is Patchworks?
    • Patchworks demos
    • Product roadmap
  • Getting Started
    • Getting started introduction
    • Core subscription tiers
    • Key concepts & terminology
    • Multi-language support
    • Patchworks quickstart guide
    • Technical overview
  • Registration
    • Registering for a Patchworks account
    • Password control
    • Two-factor authentication (2FA)
    • SSO
  • Company Management
    • About company profiles
    • Accessing your company profile
    • Adding & managing company profile banners
    • Multi-company profiles
    • Company insights
  • Users, Roles & Permissions
    • Users, roles & permissions introduction
    • Roles & permissions summary
    • Viewing all users for your company profile
    • Creating a new user account for your company profile
    • Updating general details for an existing user account
    • Updating the role for an existing user account
    • Triggering a password reset for another user
    • Managing your own user account
    • Managing team members & users for multi-company profiles
      • Working with your team members
        • Viewing team members for your own multi-company profile
        • Creating a new team member to manage linked companies
        • Assigning user roles for an existing team member
        • Viewing team members who manage a linked company
        • Granting & revoking permission for an existing team member to manage a linked company
        • Triggering a password reset for an existing team member
        • Removing a team member account from your multi-company profile
      • Working with 'native' company users
  • Marketplace
    • The Patchworks marketplace
    • Marketplace blueprints
    • Marketplace connectors
    • Marketplace process flows
    • Marketplace scripts
    • Marketplace cross-reference lookups
    • The notification centre
    • Private marketplaces
    • Marketplace troubleshooting
  • Blueprints
    • Blueprints introduction
    • The anatomy of a blueprint
    • Installing a blueprint
    • Building a blueprint
    • Patchworks blueprints
  • Connectors & instances
    • Connectors & instances introduction
    • Patchworks connectors
    • Working with connectors
    • Working with instances
    • Event connectors (BETA)
  • Process flows
    • About process flows
    • Accessing your process flows
    • The process flows overview page
    • Prebuilt process flows
    • Building process flows
    • Managing process flows
    • Error reporting & exception handling
    • Cross-reference lookups
    • Troubleshooting process flows
  • Virtual Environments
    • About virtual environments
    • Accessing virtual environments
    • Implementing virtual environments
    • Managing virtual environments, versions & flows
    • Virtual environment packages
  • General Settings
    • General settings introduction
    • Label management
    • Audit logs
    • Notification groups
  • Developer Hub
    • Patchworks developer hub
    • Postman importer
    • Connector builder
    • Custom scripting
    • Patchworks API
    • Patchworks MCP
  • Patchworks bolt-ons
    • Patchworks bolt-ons
    • Stockr
  • RELEASE INFORMATION
    • Release information introduction
    • Core release notes
    • Tapestry release notes
    • Stockr release notes
  • Training & Support
    • Patchworks Help Centre
  • The Patchworks Academy
  • Raising a support ticket
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  1. Users, Roles & Permissions
  2. Managing team members & users for multi-company profiles

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

PreviousManaging team members & users for multi-company profilesNextViewing team members for your own multi-company profile

Last updated 1 year ago

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