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.
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:
Administrator
Can assign roles up to and including
managerlevel (e.g. change auseraccount to amanageraccount).Can reduce other non-administrator accounts to a lesser role (e.g. change a
useraccount to aread-onlyaccount).
Manager
Can assign roles up to and including
userlevel (e.g. change aread-onlyaccount to auseraccount).Can reduce other non-manager accounts to a lesser role (e.g. change a
useraccount to aread-onlyaccount).
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:
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 5) they can access the Patchworks dashboard for their own company.
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