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Updating the role for a user account


If you are a user with a client admin role, you can update the Patchworks role for users associated with your company profile. To do this, follow the steps below.
The role associated with a user determines the level of access that they have within the Patchworks dashboard - for more information please see our About passwords, roles & permissions page.

The steps

Step 1 Log into the Patchworks dashboard, then select settings | my company profile to access your profile page.
Please see accessing your company profile if you're not sure how to get to this point.
Step 2 Scroll down to the extra panel and then, from the users tab, click the name of the account that you want to update:
Step 3 Move down to the roles tab and assign (and/or remove) roles as needed using the appropriate assign role / remove role buttons:
Step 4 Save changes.