Creating a new 'native' user for a linked company

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can add a new 'native' user for that company.

Native users can log into the Patchworks dashboard to work with their own company profile, using their own login credentials. For more information about the different types of user associated with managed companies please see our managed company users introduction.

By default, new users are created with a user role. If you are a multi-company profile user with an administrator or manager role, you can change this if required - the following rules apply:

Your role	Allowed role changes
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).

For more information please see our Roles & permissions summary page.

The steps

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 create user button:

Step 4 Enter the person's name and email address:

The email address provided here is used to log into the Patchworks dashboard.

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.

A password must be used with the user's email address in order to log into the Patchworks dashboard.

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 5) they can access the Patchworks dashboard for their own company.