Viewing team members who manage a linked company

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can see who else in your team also manages that company.

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 team members with access tab:

Step 5 All team members are displayed and you can see which users have permission to manage the current company, and which do not:

For information about granting and revoking access to the current company please see our Granting & revoking permission for a team member to manage a company guide.