# Creating a new team member to manage linked companies

## Introduction

If you are a multi-company profile user with [permission to manage another linked company](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company), you can add new team members to your own company profile. Once a user is added you can (if required) go on to [grant them permission to manage other companies](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company).&#x20;

{% hint style="warning" %}
For a new user to manage linked companies, they must be assigned the `manager` role. To set this role, your own user account must be associated with the [administrator role](https://doc.wearepatchworks.com/product-documentation/roles-and-permissions-summary#how-are-roles-assigned-to-users).
{% endhint %}

## The steps

**Step 1**\
[Access team members for your own company profile](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/viewing-team-members-for-your-own-multi-company-profile).

{% hint style="warning" %}
You must be logged in with an administrator account to complete these steps.
{% endhint %}

**Step 2**\
Click the **create user** button:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fk0OxrL5POdlAWT4hkIZ3%2Fmulti%20company%20users%20-%20create%20team%20member%201.png?alt=media&#x26;token=96aae679-37c4-4194-b63c-52b9c374bd2a" alt=""><figcaption></figcaption></figure>

**Step 3**\
Enter the person's name and email address:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FWa8NyNu51BQfCnC7TGgL%2Fadd%20team%20member%205.png?alt=media&#x26;token=695ff0b3-0ebf-4d76-b485-6a8ae0d4a684" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The email address provided here is used to log into the Patchworks dashboard.
{% endhint %}

**Step 4**\
Click the **save** button. The user account is saved and an email is sent to the given address, with a link for the user to set their password.

{% hint style="info" %}
A password must be used with the user's email address in order to log into the Patchworks dashboard.
{% endhint %}

**Step 5**\
The user **roles** tab is displayed and you'll see that the new account is created - by default, new accounts are created with a **user** role:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FAX7ovvuIZSrZa3uohaIa%2Fmulti%20company%20users%20-%20create%20team%20member%202a.png?alt=media&#x26;token=67b052f1-dc32-48b9-8471-269547331c59" alt="" width="563"><figcaption></figcaption></figure></div>

Permission to manage other companies can only be granted for team members with a **manager** role, so you need to assign this role now.

**Step 6**\
Click the **assign role** button against the **manager** role:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F32fhhNz0hIX7HcPCD9sv%2Fmulti%20company%20users%20-%20create%20team%20member%203.png?alt=media&#x26;token=b169ea9f-2cd3-4e34-b463-2cd4fc18a3fc" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
If your user account isn't associated with an [administrator role](https://doc.wearepatchworks.com/product-documentation/roles-and-permissions-summary#how-are-roles-assigned-to-users), you won't be able to make this change.
{% endhint %}

**Step 7**\
Click the **remove role** button for the **user** role:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FyuY6kY5GA5B5j08vJSt7%2Fmulti%20company%20users%20-%20create%20team%20member%204.png?alt=media&#x26;token=2b763d7e-5af9-4d1c-9578-5b471d87d1e4" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 8**\
When prompted, confirm this change.

**Step 9**\
Save changes.

**Step 10**\
If required, you can now go on to [grant this user access to manage any companies that you currently manage](https://doc.wearepatchworks.com/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company).
