> For the complete documentation index, see [llms.txt](https://doc.wearepatchworks.com/product-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.wearepatchworks.com/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/company-management/multi-company-profiles/adding-and-linking-a-new-company.md).

# Adding & linking a new company

Adding & linking a new managed company for Patchworks partners and agencies.

## Introduction

If you are a Patchworks partner and you have the [partner features subscription bolt-on](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/getting-started/core-subscription-tiers.md) associated with your subscription,  you can create new companies that are linked to your own profile. Having created a new linked company profile, you can go on to manage [subscription settings](#stage-2-set-subscription-details), [team member access](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members.md), and ['native' company users](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-native-company-users.md).

## Need to know

* Your [partner features subscription bolt-on](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/getting-started/core-subscription-tiers.md) is associated with an allowance for the number of companies that can be created in each subscription tier.
* If you don't have the [partner features subscription bolt-on](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/getting-started/core-subscription-tiers.md) but require new linked companies to be added, please contact your Patchworks Partner Manager.

## The steps

The steps to add a new, linked company profile are summarised below:

* [Stage 1: Create a new company profile](#stage-1-create-a-new-company-profile)
* [Stage 2: Set subscription details](#stage-2-set-subscription-details)
* [Stage 3: Add users & grant team member access](#stage-3-add-users-and-grant-team-member-access)

### Stage 1: Create a new company profile

**Step 1**\
Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are [switched into your own company profile](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company.md).

**Step 2**\
In the top-left corner, click the arrow associated with your current company name and select the **switch companies** option:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FS7dAQwIBqHDb2LYI6hx6%2Fadd%20linked%20company%201.png?alt=media&amp;token=eeb5e897-52eb-4c07-98d8-c2e5f46223d5" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 3**\
Click the **create company** button at the top of your **managed companies** page:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FNlI5PFIJunTNOsKyeyHM%2Fadd%20linked%20company%202.png?alt=media&amp;token=d689d42f-cc96-44e5-9fa1-8021fdd73e15" alt=""><figcaption></figcaption></figure></div>

**Step 4**\
Complete general details for this company:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FRTobqPDsxrcsiwfnfcAj%2Fadd%20linked%20company%203.png?alt=media&amp;token=281f3e82-4c04-4e86-aa71-e39576c50520" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Any email address provided here is used as the Patchworks point of contact for your company.&#x20;
{% endhint %}

**Step 5**\
Save the company profile to exit back to the mange companies list.&#x20;

**Step 6**\
Refresh/reload the browser page.

{% hint style="info" %}
When details for your new company profile are saved, a new database is created behind the scenes. When you refresh your browser, options to work with the new company become available.
{% endhint %}

**Step 7**\
Go the the next stage.

### Stage 2: Set subscription details

**Step 1**\
Use the 'switch' icon associated with the new company, to switch into that profile - for example: &#x20;

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FHKDUmlRrCcxhezl9vI0F%2Fadd%20linked%20company%204.png?alt=media&amp;token=16a37bcd-a3f5-4360-84d6-fa168c429382" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you don't see the 'switch' option, reload the page again.
{% endhint %}

**Step 2**\
In the top-left corner, click the arrow associated with the new company name and select the **\[\[company]] profile** option:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F2RJh08m7uL9n4mSWiA7i%2Fadd%20linked%20company%205.png?alt=media&amp;token=63d553d6-5455-46a2-9cf1-c3842bfa71e2" alt="" width="268"><figcaption></figcaption></figure></div>

**Step 3**\
Scroll down to the extra panel at the bottom of the company profile page, then select the **\[\[company]] subscriptions** tab:

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FJBV2hsHBc2RJJS4p9RW4%2Fadd%20linked%20company%206.png?alt=media&amp;token=82de8f6f-f5a1-4a9a-b449-65bebd273ef2" alt=""><figcaption></figcaption></figure></div>

...you'll see that the existing subscription is set to **trial**, by default: &#x20;

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F3vkYvO37H9cEVxD61HIN%2Fadd%20linked%20company%207.png?alt=media&amp;token=30527309-150b-42d4-93b0-393dd7b63f5b" alt=""><figcaption></figcaption></figure>

**Step 4**\
Use the **core subscription tier** dropdown field to select the required subscription for this company - for example:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FOkuVP513APgTynSlFqbU%2Fadd%20linked%20company%208.png?alt=media&amp;token=d6edf37d-24c6-4b8d-adfa-fc65d52ba281" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
All subscription tiers are listed but if you can only save a selection if your **partner features** allowance is not exceeded.
{% endhint %}

**Step 5**\
Save the profile:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FOUqND7YVmGDhjKm4cLDv%2Fadd%20linked%20company%209.png?alt=media&amp;token=9eca6935-b3af-409e-bc7e-e72bfc2c7ae5" alt=""><figcaption></figcaption></figure>

### Stage 3: Add users & grant team member access

Having created a linked company and saved subscription details, you can go on to:

* [Grant access to your team members](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md) who can then [switch into the company](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company.md) and complete required tasks.
* [Create 'native' users](/product-documentation/~/changes/J8IbZkP6ASUZu2oBhGi2/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-native-company-users/creating-a-new-native-user-for-a-linked-company.md) for the linked company who can then log in directly to access their own dashboard.