Assigning roles for an existing 'native' linked company user
Last updated
Last updated
If you are a multi-company profile user with permission to manage another linked company, you can assign different user roles for existing 'native' user accounts associated with that company.
If you are a multi-company profile user with an administrator
or manager
role, you can change the role associated with other lesser-role company users. 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).
Step 1 Access company users for the required linked company.
Step 2 Move down to the extra section and select the [company] users tab - here you will find all 'native' user accounts associated with this company - i.e. users who are directly associated with this company profile and can log into the Patchworks dashboard with their own credentials:
Step 3 Click the name of the user account that you want to update:
Step 4 The user roles tab is displayed and you'll see which roles are currently assigned for this account:
Step 5 Assign (and/or remove) roles as needed by clicking the appropriate assign role / remove role button.
Step 6 Save changes.