This page details roles and permissions for key areas of the Patchworks platform. User accounts can be associated with one of four possible roles:
Administrator
Manager
User
Read-only
The tables below summarise dashboard access by role. It's important to be aware that available features are determined by your core subscription tier. So, although a user's role might be associated with permissions to access a given feature, that feature is only available if it's included in the active subscription tier - think of it as 'tier trumps role'. For example:
Bob is assigned the manager role
By default, the managerrole has required permissions to create and update custom scripts
Bob's company is associated with a standardsubscriptiontier, which permits read-only access to existing custom scripts and other advanced features
Bob can view any existing custom scripts (for example, that have been installed via blueprints), but he cannot make any changes and he cannot create his own scripts
Jack is assigned the manager role
By default, the managerrole has required permissions to create and update custom scripts
Jack's company is associated with a professionalsubscription tier, which permits full access to custom scripts and other advanced features
Jack can view, create and update custom scripts as needed
All permissions refer to entitiesassociated with your own company profile. If you manage multiple company profiles, please see our Multi-company profiles section for more information.
Roles determine access to create/read/update/delete functionality. There is nothing in the setup or execution of process flows that's tied explicitly to a user. For example, when a connector is authenticated, we don't check anything about who created it.
How are roles assigned to users?
When someone registers for a Patchworks account, they are assigned to the administrator role, automatically. This user can go on to create additional users and/or assign roles to other users as needed.
Typically, there is one administrator for each organisation. If you require more than one user with this role, please raise a support request.
Roles & permissions summary
The tables below summarise access by role for key tasks within the Patchworks dashboard:
Company permissions refer to features that are available from settings > my company profile.
Task
Allowed roles
View company profile
administratormanageruserread-only
Update company profile name
administrator
Update company profile contact information
administratormanager
Add & manage banner messages
administrator
Delete company profile
administrator
Company admin
Company admin refers to features that are available from settings > company admin.
Task
Allowed roles
View/access company admin options
administrator
SSO setup
administrator
Company users
Company user permissions refer to features that are available from settings > my company profile > extra > users.
Task
Allowed roles
View company users
administratormanageruserread-only
Search company users
administratormanageruserread-only
Create company user with an administrator role
patchworks support
Create a company user with a manager role
administrator
Create a company user with a user or read-only role
administratormanager
Update details for an existing company user (all roles)
administratormanager
Elevate an existing read-only account to a user role
administratormanager
Elevate an existing user or read-only account to a manager role
administrator
Elevate an existing user, read-only or manager account to an administrator role
patchworks support
Demote an existing manager account to a user or read-only role
administratormanager
Demote another administrator account to a manager, user or read-only role
patchworks support
Trigger password reset password for a company user
administratormanager
Update own user details
administratormanager
Elevate or reduce own role
none
Enable/disable own MFA
administratormanageruserread-only
Delete company user
administratormanager
Restore company user
administratormanager
Delete own user profile
administratormanager
Company insights
Company insights refers to your account summary company insights page.
Task
Allowed roles
View company insights
administratormanageruserread-only
Linked companies
Permissions in this section are only relevant if you use Patchworks to manage multiple companies - i.e. you have a multi-company profile with one or more linked companies.
