Creating a new user account for your company profile
Last updated
Last updated
If you are a user with an administrator or manager role, you can create new user accounts for your company profile. These users will be able to log into the dashboard for your company - the level of access that they have will depend on the role that you grant during the account creation process.
By default, new users are created with a user
role. Provided that you have an administrator
or manager
role, you can change this if required - the following rules apply:
Administrator
Can assign roles up to and including manager
level (e.g. change a user
account to a manager
account).
Can reduce other non-administrator accounts to a lesser role (e.g. change a user
account to a read-only
account).
Manager
Can assign roles up to and including user
level (e.g. change a read-only
account to a user
account).
Can reduce other non-manager accounts to a lesser role (e.g. change a user
account to a read-only
account).
If you are an agency/partner with permissions to manage multiple companies, company profiles work a bit differently. Please refer to our Managed company profiles section.
Step 1 Access the user list for your company profile.
Step 2 Move down to the extra section - you'll see a [company] users tab showing all existing user accounts. At a glance you can see each user's name, email address and role - for example:
Step 3 Click the create user button:
Step 4 Enter the person's name and email address:
Step 5 Click the save button. The user account is saved and an email is sent to the given address, with a link for the user to set their password.
Step 6
The user roles tab is displayed and you'll see that the new account is created - by default, new accounts are created with a user
role:
If required, you can assign an alternative role by clicking the appropriate button.
Step 7 Save changes. Once the user has set their password (via the link provided in an email triggered in step 6) they can access the Patchworks dashboard for their own company.