Multi-company profiles

Introduction

If your team needs to manage multiple companies and each of these companies has its own Patchworks dashboard and its own setup, how do you manage these efficiently?

This is achieved by adding required 'child' companies and then linking these to your own profile. When this is done, yours becomes a multi-company profile and your team members (with an appropriate Patchworks role) can be granted access to manage linked companies. This allows them to 'switch into' a company that they manage and perform required tasks.

Having 'switched into' a company, you can do everything that a user directly associated with that company can do - for example, manage users, install connectors, build process flows, etc.).

In this section

• Adding & linking a new company

• Switching in and out of a linked company

• Viewing your linked companies for your multi-company profile

• Downloading a linked companies summary

• Un-linking a company from your multi-company profile

Related information

• Managing team members & users for multi-company profiles

• Duplicating a process flow between linked companies