Product documentation
Patchworks
Patchworks
  • 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
      • Patchworks infrastructure
        • Auto-scaling
      • ISO certification
      • SOC 2
      • Tech stack
      • Patchworks IPs
  • Registration
    • Registration introduction
    • Registration & sign-in summary
    • Password control
    • Registering for a Patchworks account
      • Simple registration
      • Google account registration
    • Two-factor authentication (2FA)
    • SSO
      • Azure AD / Entra
      • Okta
      • PingOne
  • Company Management
    • About company profiles
    • Accessing your company profile
    • Adding & managing company profile banners
    • Multi-company profiles
      • Adding & linking a new company
      • Switching in & out of a linked company
      • Viewing linked companies for your multi-company profile
      • Downloading a linked companies summary
      • Un-linking a company from your multi-company profile
    • Company insights
      • Accessing your company insights
      • Company insights overview
        • About operations
        • About data usage
  • 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
        • Viewing 'native' company users for a linked company
        • Creating a new 'native' user for a linked company
        • Assigning roles for an existing 'native' linked company user
        • Triggering a password reset for an existing 'native' linked company user
        • Removing a 'native' linked company user from their company profile
  • Marketplace
    • The Patchworks marketplace
    • Marketplace blueprints
      • Submitting a blueprint to the public marketplace
    • Marketplace connectors
      • Submitting a connector for the public marketplace
    • Marketplace process flows
    • Marketplace scripts
    • Marketplace cross-reference lookups
    • The notification centre
    • Private marketplaces
      • Accessing your private marketplace
      • Uploading private marketplace resources
        • Building & uploading blueprints for your private marketplace
        • Uploading custom connectors to your private marketplace
        • Uploading process flows to your private marketplace
        • Uploading scripts to your private marketplace
        • Uploading cross-reference lookups to your private marketplace
      • Changing private marketplace resources
    • Marketplace troubleshooting
      • Installed process flows not working as expected
  • Blueprints
    • Blueprints introduction
    • The anatomy of a blueprint
    • Installing a blueprint
    • Building a blueprint
    • Patchworks blueprints
      • Lightspeed X-Series & Shopify
      • SEKO Logistics & Shopify
      • Shopify & NetSuite
      • Shopify & Descartes Peoplevox
      • Shopify & Virtualstock Supplier
        • Available process flows (Shopify & Virtualstock Supplier)
          • Orders (Shopify & Virtualstock Supplier)
          • Fulfillments (Shopify & Virtualstock Supplier)
          • Inventory (Shopify & Virtualstock Supplier)
        • Installation guide (Shopify & Virtualstock Supplier)
          • Stage 1: Create a Shopify app/sales channel for Patchworks
          • Stage 2: Add required products to your Patchworks sales channel (Shopify & Virtualstock Supplier)
          • Stage 3: Define instances & install the app (Shopify & Virtualstock Supplier)
            • Adding connector instances AFTER installation
          • Stage 4: Update cross-reference lookups (Shopify to Virtualstock Supplier)
          • Stage 5: Review & test the Orders process flow (Shopify & Virtualstock Supplier)
            • Changing the supplier delivery date calculation for orders
          • Stage 6: Review & test the Fulfillments process flow (Shopify to Virtualstock Supplier)
          • Stage 7: Review & test the Inventory process flow (Shopify to Virtualstock Supplier)
          • Stage 8: Go live (Shopify to Virtualstock Supplier)
      • Veeqo & TikTok
  • Connectors & instances
    • Connectors & instances introduction
    • Patchworks connectors
      • Adobe Commerce - Magento (prebuilt connector)
      • Aero Commerce (prebuilt connector)
      • Airtable (prebuilt connector)
      • Akeneo (prebuilt connector)
      • Algolia (prebuilt connector)
      • Amazon Seller Partner API (prebuilt connector)
      • Avasam (prebuilt connector)
      • BigCommerce (prebuilt connector)
      • BigCommerce B2B Edition (prebuilt connector)
      • Bleckmann API (prebuilt connector)
      • Bloomreach Engagement (prebuilt connector)
      • Braze (prebuilt connector)
      • Brightpearl (prebuilt connector)
      • Business Central (prebuilt connector)
      • CacheFlow (prebuilt connector)
      • Carma (prebuilt connector)
      • Centra (prebuilt connector)
      • ChannelEngine (prebuilt connector)
      • Cin7 (prebuilt connector)
      • Clarus WMS (prebuilt connector)
      • Clerk (prebuilt connector)
      • Cloudshelf (prebuilt connector)
      • Commerce Layer (prebuilt connector)
      • Commercetools (prebuilt connector)
      • Cybertill (prebuilt connector)
        • Cybertill post-request script
      • Deposco (prebuilt connector)
      • Descartes Peoplevox (prebuilt connector)
        • The Peoplevox setData script
          • Using the Peoplevox setData script in process flows
        • Peoplevox XML to JSON conversion script
        • Using the Peoplevox search filter when pulling data
      • Dotdigital (prebuilt connector)
      • EdiFabric (prebuilt connector)
      • EKM Insight (prebuilt connector)
      • Emarsys (prebuilt connector)
        • Emarsys pre request script
      • Ergonode (prebuilt connector)
      • EVA (prebuilt connector)
      • Flexport (prebuilt connector)
      • Fluent Commerce (prebuilt connector)
      • Fredhopper by Crownpeak (prebuilt connector)
      • Freshdesk (prebuilt connector)
      • FTP (prebuilt connector)
      • Fulfillmenttools (prebuilt connector)
      • Google BigQuery (prebuilt connector)
      • Google Pub Sub (prebuilt connector)
      • Google Sheets (prebuilt connector)
        • Working with the Google Sheets connector
      • Gorgias (prebuilt connector)
      • GXO Logistics (prebuilt connector)
      • Happy Returns (prebuilt connector)
      • Huboo (prebuilt connector)
      • Hubspot (prebuilt connector)
      • InPost (prebuilt connector)
      • Inriver (prebuilt connector)
      • Jira (prebuilt connector)
      • Klaviyo (prebuilt connector)
      • Lightspeed Restaurant (K-Series) (prebuilt connector)
      • Lightspeed Retail X-Series (prebuilt connector)
      • Linnworks (prebuilt connector)
      • LionWheel (prebuilt connector)
      • Mailchimp (prebuilt connector)
      • Mailjet (prebuilt connector)
      • Mapp Marketing (prebuilt connector)
      • Marketplacer - Operator (prebuilt connector)
      • Marketplacer - Seller (prebuilt connector)
      • Mirakl (prebuilt connector)
      • MongoDB (prebuilt connector)
      • NetSuite (prebuilt connector)
        • Preparing your NetSuite environment to work with Patchworks
        • OAuth 2 (client credentials) authentication
        • OAuth 1 authentication
      • Occtoo (prebuilt connector)
      • Octopus Energy (prebuilt connector)
      • Odoo (prebuilt connector)
      • Ometria (prebuilt connector)
      • OnBuy (prebuilt connector)
      • OneStock (prebuilt connector)
      • OpenAI (prebuilt connector)
      • Orderwise (prebuilt connector)
      • OroCommerce Storefront (prebuilt connector)
      • Paddle (prebuilt connector)
      • PDM Automotive (prebuilt connector)
      • PagerDuty (prebuilt connector)
      • Pimberly (prebuilt connector)
      • Pimcore REST API (prebuilt connector)
      • Plytix (prebuilt connector)
        • Plytix post-request script
      • Prima Solutions (prebuilt connector)
        • Setting up a Prima Solutions connection
      • Quickbooks (prebuilt connector)
      • RabbitMQ (prebuilt connector)
      • Rebound (prebuilt connector)
      • ReturnGo (prebuilt connector)
      • Returnless (prebuilt connector)
      • Reveni (prebuilt connector)
      • REVIEWS.io (prebuilt connector)
      • Sage 200 (prebuilt connector)
      • Salesforce Commerce Cloud (prebuilt connector)
      • Salsify (prebuilt connector)
      • Sanity.io (prebuilt connector)
      • SCAYLE (prebuilt connector)
      • SEKO (prebuilt connector)
      • SFTP (prebuilt connector)
      • ShipBob (prebuilt connector)
      • Shiptheory (prebuilt connector)
      • Shopify (prebuilt connector)
        • Shopify token authentication
        • Adding a custom (GraphQL) endpoint for Shopify
      • Shopline (prebuilt connector)
      • Shopware (prebuilt connector)
      • Sitoo (prebuilt connector)
      • Snowflake (prebuilt connector)
      • SparkLayer (prebuilt connector)
      • Stok.ly (prebuilt connector)
      • Swan Retail System (prebuilt connector)
        • Swan Retail System - pagination update timestamp response script
      • Swap Commerce (prebuilt connector)
      • Tempo (prebuilt connector)
      • The Edge by John Lewis (prebuilt connector)
      • TikTok Shop (prebuilt connector)
      • Torque (prebuilt connector)
      • Trello (prebuilt connector)
      • Twilio (prebuilt connector)
      • Veeqo (prebuilt connector)
      • Virtualstock (prebuilt connector)
      • Visual Next (prebuilt connector)
      • Visualsoft (prebuilt connector)
      • Voyado (prebuilt connector)
      • Whistl (prebuilt connector)
      • WooCommerce (prebuilt connector)
      • Xero (prebuilt connector)
      • Zendesk (prebuilt connector)
      • ZigZag (prebuilt connector)
    • Working with connectors
      • Accessing your connectors
      • Installing a connector
      • Updating a connector
      • Removing a connector
    • Working with instances
      • Accessing instances
      • Adding an instance
      • Updating an instance
      • Removing an instance
    • Event connectors (BETA)
      • Accessing your event connectors
      • Adding a new event connector
      • Updating an existing event connector
      • Removing an existing event connector
      • Message queues/topics
        • Adding a new message queue/topic
        • Renaming a message queue/topic
        • Removing a message queue/topic
  • Process flows
    • About process flows
    • The process flow home page
    • Prebuilt process flows
      • Installing a prebuilt process flow
      • The anatomy of a prebuilt process flow
    • Building process flows
      • Approaching your first process flow
      • Techniques for building process flows
      • Best practice for building process flows
        • Payload size - best practice
        • Scripts - best practice
        • Multi environment management - best practice
        • Targeted syncs - best practice
      • Understanding how data flows through shapes
      • Process flow versioning
      • Adding a new process flow
      • The process flow canvas
      • Process flow settings
      • Process flow shapes
        • Standard shapes
          • Assert shape
          • Branch shape
          • Connector shape
            • Configuring a database connection
            • Using connector shape response scripts
            • Configuring SFTP connections
            • Configuring FTP connections
          • Filter shape
            • Using regex for string-type filters
            • Using contains one of many or does not contain one of many for string filters
          • Flow control shape
          • Manual payload shape
          • Map shape
            • Importing & exporting map shape configurations
            • Working with field mappings
            • Working with field transformations
              • Available transform functions
                • Array transform functions
                  • Array join transform function
                • Date transform functions
                  • Custom dynamic date transform function
                  • Custom static date transform function
                  • Format date transform function
                  • Round date transform function
                • Number transform functions
                  • Cast to string transform function
                  • Custom number transform function
                  • Math transform function
                  • Round number transform function
                • Other transform functions
                  • Cache lookup transform function
                  • Cast boolean to string transform function
                  • Cast to boolean transform function
                  • Custom boolean transform function
                  • Null to string transform function
                  • Null to zero transform function
                  • Null value transform function
                  • Script transform function
                • String transform functions
                  • Contains one of many transform function
                  • Custom string transform function
                  • Cast to float transform function
                  • Concatenate transform function
                  • Does not contain one of many transform function
                  • Cast to number transform function
                  • First word transform function
                  • JSON encode transform function
                  • Last word transform function
                  • Pad transform function
                  • Replace transform function
                  • Split string transform function
            • Mappings - tips & tricks
              • Mapping an array & a parent field
          • Notify shape
          • Route shape
          • Run process flow shape
          • Set variables shape
          • Split shape
          • Track data shape
            • The tracked data page
          • Trigger shape
            • Trigger shape (schedule)
            • Trigger shape (callback)
            • Trigger shape (event listener)
            • Trigger shape (webhook)
          • Try/Catch shape
        • Advanced shapes
          • Cache
            • Add to cache shape
              • Generating dynamic cache keys with variables
              • Appending data to a cache
              • Cache pagination options
            • Load from cache shape
              • What cached data do you want to load?
                • Loading all cached data from a static cache key
                • Loading multiple items from dynamic cache keys
                • Loading a single item from a dynamic cache key
            • Referencing a cache in mapping transformations
            • Cache maintenance
          • De-Dupe shape
            • Adding & configuring a de-dupe shape
            • Working with data pools
            • Importing & exporting de-dupe data
          • Script shape
          • Callback shape
      • Skipping shapes
      • Shape notes
      • Dynamic variables
        • Payload variables
        • Metadata variables
        • Flow variables
          • Adding & managing flow variables
          • Referencing flow variables in a process flow
          • Referencing flow variables in custom scripts
          • Referencing flow & meta variables in mapping transformations
      • Connection pools
    • Managing process flows
      • Accessing your process flows
      • Enabling & disabling a process flow
      • Renaming a process flow
      • Duplicating a process flow
        • Duplicating a process flow between linked companies
        • Shape configuration in a duplicated process flow
      • Process flow labels
        • Process flow label management
        • Using process flow labels
      • Initialising a process flow manually
      • Initialising a process flow manually with a payload
      • Stopping a running process flow
      • Removing a process flow
    • Error reporting & exception handling
      • Real-time run logs
      • Run logs & queue
        • Working with run logs
          • Viewing logs
          • Viewing logs (classic)
          • Downloading run logs
          • Retrying a failed process flow run
        • Working with your run queue
      • Email notifications for failed process flow runs
    • Cross-reference lookups
      • Accessing cross-reference lookups
      • Installing cross-reference lookups
      • Adding a cross-reference lookup
      • Importing & exporting cross-reference lookups
      • Using a cross-reference lookup in field transformations
    • Troubleshooting process flows
      • Unable to edit a process flow
      • Process flow not running
      • Process flow run failures
      • Re-syncing a previous payload
      • Required fields are not being tracked
      • Process flow timeout retrieving large payload
      • Process flow error when using a webhook connector
      • Your third-party systems go offline
      • Using a pre-request script for some process flows but not others
  • General Settings
    • General settings introduction
    • Audit logs
    • Notification groups
  • Developer Hub
    • Patchworks developer hub
    • Postman importer
    • Connector builder
      • Accessing the connector builder
      • Building your own connector
        • 1: Basic details
        • 2: Connector variables
        • 3: Authentication methods
          • Adding a new authentication method
          • Authentication method options
            • Auth variables
            • Connector variables
            • URL parameters
            • Header
            • Body
            • Pre-request script
            • Post-request script
          • Supported authentication types
            • Basic authentication
              • Configuring basic authentication
            • Token-based authentication
              • Configuring token-based authentication
            • OAuth 2
              • OAuth 2 (authorisation code)
                • Configuring OAuth 2 authentication (authorisation code)
              • OAuth 2 (client credentials)
                • Configuring OAuth 2 authentication (client credentials)
            • OAuth 1
              • Configuring OAuth 1 authentication
            • SOAP authentication
            • DB user pass authentication
            • No authentication
              • Configuring No Auth authentication
        • 4: Endpoints
          • Adding a new endpoint
          • Endpoint options
            • Authentication
            • Endpoint variables
            • URL
            • Header
            • Body
            • Schema / Taxonomy
              • Schema options
              • Field tagging
                • Working with field tags
                • Patchworks field tagging taxonomy
                  • Patchworks field tagging taxonomy: orders
                  • Patchworks field tagging taxonomy: customers
                  • Patchworks field tagging taxonomy: refunds
                  • Patchworks field tagging taxonomy: products
                  • Patchworks field tagging taxonomy: fulfillments
                  • Patchworks field tagging taxonomy: inventory
            • Pre-request script
            • Post-request script
            • Pagination
              • Custom relative URI pagination method
              • GraphQL cursor pagination method
              • Limit-offset pagination method
              • Link header pagination method
              • Next page token pagination method
              • Next page URL pagination method
              • Page number parameter pagination method
              • PeopleVox pagination method
              • NetSuite SOAP pagination method
              • Script pagination
          • Enabling an authentication method for an endpoint
        • Techniques for working with variables & parameters
          • Working with variables
          • Working with parameters
        • Building a database connector
          • Working with queries
      • Maintaining your own connectors
    • Custom scripting
      • Accessing custom scripts
      • Installing custom scripts
      • Creating & testing custom scripts
        • Creating a script manually
        • Creating a script with AI
          • AI conversation history
        • Testing scripts
        • Custom script messages for logs
      • Custom scripting technical overview
      • Custom script examples (general)
      • Pagination scripts
    • Patchworks API
      • Core API
      • Core API authentication
        • API keys
        • OAuth 2 (client credentials)
      • Core API spotlights
        • Initialising a process flow & sending data via the Patchworks API
          • Quickstart guide
          • The steps
            • Preparing your data
            • Mapping payload data
            • Obtaining process flow & version IDs for API requests
            • Obtaining a token for Patchworks API authentication
            • Initialising a process flow & sending data
        • Working with cross-reference lookup API requests
      • Core API general information
        • HTTP response status codes
  • Patchworks bolt-ons
    • Patchworks bolt-ons
    • Stockr
      • Stockr overview
      • The Stockr summary
  • RELEASE INFORMATION
    • Release information introduction
    • Core release notes
      • 2025 05 29 release notes (core)
      • 2025 05 14 release notes (core)
      • 2025 04 16 release notes (core)
      • 2025 04 03 release notes (core)
      • 2025 03 19 release notes (core)
      • 2025 03 05 release notes (core)
      • 2025 02 26 release notes (core)
      • 2025 02 19 release notes (core)
      • 2025 01 15 release notes (core)
      • 2024 12 16 release notes (core)
      • 2024 12 04 release notes (core)
      • 2024 11 07 release notes (core)
      • 2024 10 30 release notes (core)
      • 2024 10 16 release notes (core)
      • 2024 10 02 release notes (core)
      • 2024 09 11 release notes (core)
      • 2024 08 29 release notes (core)
      • 2024 08 21 release notes (core)
      • 2024 08 14 release notes (core)
      • 2024 08 08 release notes (core)
      • 2024 08 07 release notes (core)
      • 2024 07 31 release notes (core)
      • 2024 07 24 release notes (core)
      • 2024 07 17 release notes (core)
      • 2024 07 03 release notes (core)
      • 2024 06 27 release notes (core)
      • 2024 06 26 release notes (core)
      • 2024 06 18 release notes (core)
      • 2024 06 12 release notes (core)
      • 2024 06 05 release notes (core)
      • 2024 05 30 release notes (core)
      • 2024 05 23 release notes (core)
      • 2024 05 15 release notes (core)
      • 2024 05 01 release notes (core)
      • 2024 04 18 release notes (core)
      • 2024 04 11 release notes (core)
      • 2024 03 21 release notes (core)
      • 2024 03 13 release notes (core)
      • 2024 03 07 (2) release notes (core)
      • 2024 03 07 release notes (core)
      • 2024 02 29 release notes (core)
      • 2024 02 27 release notes (core)
      • 2024 02 13 release notes (core)
      • 2024 01 25 release notes (core)
      • 2024 01 18 release notes (core)
      • 2024 01 12 release notes (core)
      • 2024 01 09 release notes (core)
      • 2024 01 04 release notes (core)
      • 2023 12 21 release notes (core)
      • 2023 12 14 release notes (core)
      • 2023 12 05 release notes (core)
      • 2023 11 16 release notes (core)
      • 2023 11 07 release notes (core)
      • 2023 10 26 release notes (core)
      • 2023 10 16 release notes (core)
      • 2023 10 05 release notes (core)
      • 2023 09 21 release notes (core)
      • 2023 08 17 release notes (core)
      • 2023 08 15 release notes (core)
      • 2023 08 10 release notes (core)
      • 2023 08 01 release notes (core)
      • 2023 07 27 release notes (core)
      • 2023 07 26 release notes (core)
      • 2023 07 25 release notes (core)
      • 2023 07 24 release notes (core)
      • 2023 07 14 release notes (core)
      • 2023 06 26 release notes (core)
    • Tapestry release notes
      • 2023 04 30 release notes (dashboard)
      • 2023 03 31 release notes (dashboard)
      • 2023 02 23 release notes (dashboard)
      • 2023 01 31 release notes (dashboard)
      • 2022 11 07 release notes (dashboard)
      • 2022 11 01 release notes (dashboard)
      • 2022 10 24 release notes (dashboard)
      • 2022 10 10 release notes (dashboard)
      • 2022 09 26 release notes (dashboard)
      • 2022 08 23 release notes (dashboard)
    • Stockr release notes
      • 2023 01 31 release notes (Stockr)
  • Training & Support
    • Patchworks Help Centre
  • The Patchworks Academy
  • Raising a support ticket
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On this page
  • Introduction
  • How are roles assigned to users?
  • Roles & permissions summary
  • Company profile
  • Company admin
  • Company users
  • Company insights
  • Linked companies
  • Marketplace
  • Private marketplaces
  • Connectors
  • Connector instances
  • Process flows
  • Run logs
  • General settings
  • Custom scripts
  • Cross-reference lookups
  • Caches
  • Patchworks API
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  1. Users, Roles & Permissions

Roles & permissions summary

PreviousUsers, roles & permissions introductionNextViewing all users for your company profile

Last updated 1 month ago

Introduction

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 summarise dashboard access by role. It's important to be aware that available features are determined by your . 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:

All permissions refer to entities associated with your own company profile. If you manage multiple company profiles, please see our section for more information.

If you haven't upgraded to Core yet and are still using services to sync data, please check for roles & permissions information that's specific to services.

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 and/or as needed.

Typically, there is one administrator for each organisation. If you require more than one user with this role, please .

Roles & permissions summary

The tables below summarise access by role for key tasks within the Patchworks dashboard:

Company profile

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

Reduce an existing manager account to a user or read-only role

administratormanager

Reduce 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

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

Task
Allowed roles

Adding & linking a new company to your multi-company profile

patchworks supportadministrator

Switch in & out of linked companies

administratormanager

Update subscriptions for linked companies

patchworks supportadministrator

View linked companies for your multi-company profile

administratormanager

Un-linking a company from your multi-company profile

patchworks support

View team members for own company

administratormanageruserread-only

Create new team member to manage a linked company

administrator

Assign user roles for an existing team member

administratormanager

View team members who manage a linked company

administratormanager

Grant & revoke access for team members to manage a linked company

administratormanager

Trigger a password reset for an existing team member

administratormanager

Removing a team member account

administratormanager

View 'native' users for a linked company

administratormanager

Create a new 'native' user for a linked company

administratormanager

Assign user roles for an existing 'native' company user

administratormanager

Trigger a password reset for an existing 'native' company user

administratormanager

Remove a 'native' linked company user from their company profile

administratormanager

Marketplace

Task
Allowed roles

Install marketplace blueprints

administratormanager

Build blueprints

administrator

Browse & view marketplace connectors

administratormanageruserread-only

Install marketplace connectors

administratormanager

Update marketplace connectors

administratormanager

Browse & view marketplace process flows

administratormanageruserread-only

Install marketplace process flows

administratormanager

Browse marketplace scripts

administratormanageruserread-only

Preview script from scripts list

administratormanageruserread-only

Install marketplace scripts

administratormanager

Private marketplaces

Task
Allowed roles

View private marketplace

administratormanageruserread-only

Install resources (blueprints, connectors, process flows, scripts, cross-reference lookups)

administratormanager

Upload resources (blueprints, connectors, process flows, scripts, cross-reference lookups)

administrator

Connectors

Task
Allowed roles

Browse installed connectors

administratormanageruserread-only

View installed connector settings

administratormanager

Update installed connector settings

administratormanager

Delete installed connectors

administratormanager

Connector instances

Task
Allowed roles

View connector instances

administratormanageruserread-only

View connector instance settings

administratormanageruserread-only

Update connector instance settings

administratormanager

Delete connector instances

administratormanager

Process flows

Task
Allowed roles

View process flow list

administratormanageruserread-only

View canvas content for existing process flows

administratormanageruserread-only

Create process flows (add/update/remove shapes)

administratormanager

Update process flows (add/update/remove shapes)

administratormanager

Create cache (cache shape settings)

administratormanager

Create data pool (de-dupe shape settings)

administratormanager

Delete process flows

administratormanager

Run process flow manually

administratormanager

Enable & deploy process flows (process flow settings)

administratormanager

Apply/remove labels (process flow settings)

administratormanager

Create labels (process flow settings)

administratormanager

Apply/remove email failure groups (process flow settings)

administratormanager

Add flow variables (process flow settings)

administratormanager

Update flow variables (process flow settings)

administratormanager

Remove flow variables (process flow settings)

administratormanager

Duplicate process flow (process flow settings)

administratormanager

Run logs

Task
Allowed roles

View run logs list

administratormanageruserread-only

View run logs

administratormanageruserread-only

View run logs (classic)

administratormanageruserread-only

View run log details

administratormanageruserread-only

Download run logs

administratormanager

View run log payloads

administratormanageruserread-only

Download run log payloads

administratormanager

Stop process flow

administratormanager

General settings

Task
Allowed roles

Manage own account settings

administratormanager

View notification groups

administratormanageruserread-only

Add & manage notification groups

administratormanager

View audit logs

administratormanageruserread-only

Search audit logs

administratormanageruserread-only

View labels

administratormanager

Add & manage labels

administratormanager

View data pools

administratormanageruserread-only

Add & manage data pools

administratormanager

Custom scripts

Task
Allowed roles

View custom scripts list

administratormanageruserread-only

View custom script details

administratormanageruserread-only

Create custom scripts

administratormanager

Update custom scripts

administratormanager

Delete custom scripts

administratormanager

Cross-reference lookups

Task
Allowed roles

View installed cross-reference lookups

administratormanageruserread-only

Search installed cross-reference lookups

administratormanageruserread-only

View cross-reference lookup values

administratormanager

Add & manage cross-reference values

administratormanager

Delete cross-reference lookups

administratormanager

Caches

Task
Allowed roles

View existing cache lists

administratormanageruserread-only

Search existing caches

administratormanageruserread-only

View existing cache details

administratormanageruserread-only

Update existing cache details

administratormanager

View existing cache contents

administratormanageruserread-only

Clear existing cache contents

administratormanager

Delete caches

administratormanager

Patchworks API

Task
Allowed roles

API access

administratormanageruserread-only

Generate & manage API keys

administratormanager

Permissions in this section are only relevant if you use Patchworks to manage multiple companies - i.e. you have a with one or more linked companies.

Marketplace permissions refer to features that are available from the page.

permissions refer to features available to work with private marketplace resources.

Connector permissions refer to features that are available from the page.

Connector instance permissions refer to features that are available from the page.

Process flow permissions refer to features that are available from the page.

Run logs permissions refer to features that are available from the page.

General settings permissions refer to features that are available from the page.

For my company profile permissions see and .

Custom script permissions refer to features that are available from the page.

Cross-reference lookup permissions refer to features that are available from the page.

Cache permissions refer to features that are available from the page.

multi-company profile
marketplace
Private marketplace
my connectors
my connectors
process flows
run logs
settings
scripts
cross-reference lookups
data caches
Company permissions
Company users
Linked companies
Marketplace
Private marketplaces
Connectors
Connector instances
Process flows
Run logs
General settings
Custom scripts
Cross-reference lookups
Caches
Patchworks API
company permissions
company users
Linked companies
Team members
'Native' company users
core subscription tier
Multi-company profiles
create additional users
assign roles to other users
raise a support request
below
this page
Cover
  • Bob is assigned the manager role

  • By default, the manager role has required permissions to create and update custom scripts

  • Bob's company is associated with a standard subscription tier, 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

Cover
  • Jack is assigned the manager role

  • By default, the manager role has required permissions to create and update custom scripts

  • Jack's company is associated with a professional subscription tier, which permits full access to custom scripts and other advanced features

  • Jack can view, create and update custom scripts as needed