Switching in & out of a linked company
Last updated
Last updated
The steps detailed on this page show how to switch into a linked company that you manage and - when you've finished working with that company - how to switch back to your own company.
You can only switch into companies that you have been granted explicit permission to manage.
Your Patchworks account must have the manager role in order to view linked companies for your organisation.
Step 1 Click the arrow associated with your current company name and select the switch companies option:
The managed companies page is shown, listing all companies that are linked to your organisation (i.e. all companies that can be managed by your team):
If you have been granted permission to manage a company, you'll see an icon in the switch column:
Step 2 Click the ‘switch’ icon to the right of the required company profile:
Step 3 You are switched into this company profile:
Notice that the company name has changed at the top of your window - if you click the associated arrow, you'll find quick access to profile settings for this company, should you need to change general details or manage company users:
Any changes that you make from this point on will update the company you have switched into. Always ensure that you are switched to the right company before making changes.
Step 4 You can now proceed to complete any required setup for this company (for example, add and manage users, add connectors, process flows, etc.).
Step 5 When you've finished working with this company, you should switch back to your own company to ensure that you don't make any subsequent updates in error.
When you've finished working with a managed company, follow the steps below to your own (i.e. original) company.
Step 1 Click the arrow associated with your current company name and select the switch companies option:
Step 2 The managed companies page is shown.
Step 3 Click the switch to original company button:
Step 4 You are switched back to your own profile and the managed companies page updates to show all companies that your team can manage: