About this section

If you're new to Patchworks and want to find out more before you get started, take a look through this section for background information and demo videos.

In this section

Introduction

This page includes video demonstrations showing different aspects of the Patchworks platform.

Dashboard guides

Developer hub

Introduction

Patchworks is an Integration Platform as a Service (iPaaS).

Our secure, multi-language, cloud-based platform automates the flow of data between your company’s business-critical systems/applications in a smart, intuitive way.

In today's market, businesses can pick and mix from best-of-breed applications to tackle specific goals...perhaps an eCommerce application for sales order processing; an ERP system for records management; a warehouse management system to maintain inventory and a CRM for relationship management and marketing.

On their own, these applications fulfil their requirements perfectly. However, the key to real strategic advantage is integration - establishing a frictionless exchange of data between all of your applications, smartly.

Video explainer

Watch our two-minute explainer video for Patchworks!

Your centralised systems hub

Historically, many businesses have gone down the API route to integrate systems, building and maintaining direct APIs in-house. This can be a costly exercise, carrying an administrative burden and a potential drain on resources (assuming you have the resources in the first place).

In contrast, Patchworks provides a cost-efficient way to streamline your operations via one centralised platform - your integrations hub, if you will. Using our intuitive , you can add, manage and orchestrate your integrations with complete peace of mind when it comes to security and scalability.

Self-serve integrations with process flows

Patchworks is a powerful no-code/low-code platform with everything you need to add and manage your integrations.

We know that integration requirements are often highly complex and a real challenge for customers, but we don't think the solution should be. A huge amount of thought has gone into making our no-code/low-code dashboard as smart and user-friendly as possible.

Using click-and-drop with automated and an impressive library of prebuilt (in the ) and blueprints (from the ), you can create powerful data flows in a matter of minutes. You can adjust default field mappings and transformations as needed, trigger syncs, watch syncs run in real-time, view historical data, and troubleshoot issues - all without a single line of code.

Virtual environments

Virtual environments are a great way for enterprise organisations to manage large-scale sync requirements with minimal process flows and no replication of effort.

A is a collection of overrides (known as ) that can be applied when a 'master' process flow runs, so the specific requirements for each environment can be met without needing to duplicate flows.

Connector builder

With Patchworks, you can configure and connect any of our prebuilt in .

But what if we don't have a prebuilt for an application that you need to sync? Perhaps you have a bespoke, in-house system, or maybe you need to integrate an application that's completely outside of the eCommerce arena. No problem - the Patchworks is your new best friend!

If you have technical knowledge of APIs and working with data structures, you can use the to integrate any application with REST or SOAP APIs.

Developer hub

Speaking of technical expertise...

'Out of the box', Patchworks includes everything you need to manipulate and then exchange data securely between different third-party applications, securely and intuitively. However, for users with in-house development expertise and more complex requirements, advanced tools are available that you can use to take your integrations to the next level:

• Use the to build against Patchworks from third-party systems and interact with your Patchworks process flows or services.

• can be used at the field level (to build highly complex transformations for mapping individual fields) and at the payload level, so you can manipulate an entire payload before it is sent to the next step in your process flow.

Certifications

Patchworks is proud to be a member of the , and certified for .

Introduction

With customers worldwide relying on Patchworks to sync data between numerous systems, we understand just how vital data security and integrity are throughout our operations. Patchworks is committed to implementing and promoting Information Security best practices at every level of our organisation.

Following rigorous audits by an accredited certification body, we are delighted to see this reflected in our certification for compliance with ISO/IEC 27001:2022.

ISO/IEC 27001:2022 @ Patchworks

is the most recent update of the international standard for managing information security.

Published by the , it provides a framework for establishing, implementing, maintaining, and continuously improving an Information Security Management System (ISMS). This defines how Patchworks manages security in a holistic, comprehensive manner.

To confirm our certification, scan the QR code above, or check the link below!

Introduction

If you need to 'un-link' a managed company from your profile, please contact your Patchworks Partner Manager.

What next?

Once a company has been removed from your profile, it's no longer shown in your - none of your team members will have access from this point forward.

However, any 'native' users associated with the company can continue to log into the Patchworks dashboard with their own credentials and manage their own company as required.

Introduction

We have some exciting features in the pipeline for this year and beyond! Our current roadmap is shown below.

Current roadmap

Introduction

Having registered for a Patchworks account and logged into the dashboard, you're all set to start syncing data between your business-critical systems. There are two ways to approach this:

If you registered for a Patchworks account before July 2023, you'll be familiar with using to sync data between systems. Process flows include all the functionality of services and much more. You can continue to use services but if you'd like to try , please contact your Customer Success Manager, or reach out to

The Patchworks platform is designed with robust security controls at every level of our , ensuring peace of mind for your organisation.

Security by design

Our core product is built using industry-standard frameworks, which are certified as part of our I and compliance. Our Information Security Management System is continuously updated and improved to meet the ever-changing threat landscape. From inception through deployment, security is a fundamental part of our development lifecycle.

Introduction

You can work with the Patchworks dashboard in your preferred language, using the language switcher in the top information bar - for example:

When you switch languages, the dashboard fields, labels, buttons, and options are translated.

About this section

Having for a Patchworks account, a company profile is created for your organisation. From here you can view/update basic details for your organisation (name and contact information) and manage users.

Introduction

Leveraging a combination of proven technologies and innovative solutions, our tech stack is curated to provide a comprehensive, flexible environment for developing, deploying, and managing our products.

Introduction

There are two ways to access your company insights page:

Introduction

Having registered from a Patchworks account, a company profile is added for the company that you registered. You'll need to access this profile to update company details or to Follow the steps below to access your company profile.

Introduction

If you are a user with an , you can choose to remove another user account from your company profile.

When a user is removed, their account becomes inactive, and they can no longer log in to the dashboard. If required, a deleted user account can be .

Introduction

If your user account is associated with a , you can remove other team member accounts from your company profile.

Introduction

If you are a user with an , you can update general details for any existing user accounts associated with your company profile.

If you are a multi-company profile user with , you can view and manage user accounts that are directly associated with a company that you manage. These are sometimes referred to as 'native' company users. You can:

Introduction

When you install blueprints or process flows from the marketplace, the installation 'job' is added to a queue for completion. When the job is completed, a notification is added to your notification centre. The number of unread notifications is shown on the - from here you can , (where applicable), or .

Introduction

The scripts page includes a range of prebuilt custom scripts. These scripts perform a range of functions that you may find useful when building process flows.

Having it can be used in your process flows immediately, via the .

About this section

This section includes guidance for administrators to add and manage user accounts via your . It also includes guidance for all users wishing to access and manage their own user details, together with general information about passwords, roles and permissions.

Introduction

If you are a user with an , you can choose to restore a deleted user account associated with your company profile.

Introduction

You can trigger a password reset email for another team member in your organisation, from your own company profile.

Introduction

If you are a multi-company profile user with , you can remove a 'native' user from their company profile.

Introduction

If your Patchworks user account is associated with a multi-company profile and you have been , you are a team member with access.

As such you can perform the following tasks for other team members (i.e. other users associated with your agency/partner profile):

Introduction

The Patchworks infrastructure is designed for resilience and scalability - utilising cutting-edge technologies and best practices to ensure your data flows securely, efficiently, and reliably.

Leveraging a combination of proven technologies and innovative solutions, our tech stack is curated to provide a comprehensive, flexible environment for developing, deploying, and managing our Core product.

Introduction

If you are a user with an , you can trigger a password reset email for other users in your company.

When this is done, a reset email is sent to the email address for the user, containing a reset link. Password reset links are valid for 24 hours. After this, another password reset must be triggered so a new link is emailed.

Introduction

Existing users can access their company profile and view all associated user accounts. If you are a user with an , you can also access options to create and manage user accounts.

Introduction

Your private marketplace can be accessed via the main Patchworks marketplace - it's simply a case of toggling between 'public' and 'private'.

Introduction

This page details Patchworks IPs that should be whitelisted if required (typically if you are experiencing connection issues and your systems are behind a firewall).

Introduction

Company insights can help you understand how your process flows are performing and your resource usage.

With the ability to view details for all process flows that run in a given month, and drill down to the performance of individual shapes, this is a powerful tool to help you identify areas that could be optimised for maximum efficiency.

Introduction

If you manage multiple company profiles, it's likely that you will need to share process flows and associated resources between them.

You can do this by creating your own blueprint, which can then be installed in any child companies that you manage. For more information, please refer to .

Introduction

Having built resources that you want to share, they can be uploaded to your private marketplace. You can upload a package of resources as a blueprint, or individual components (connectors, process flows, scripts, and cross-reference lookups.

Introduction

SOC 2 (Service Organisation Control Type 2) is a cybersecurity framework that assesses how well a service organisation protects client data.

Purpose

Developed by the American Institute of Certified Public Accountants (AICPA), the purpose of SOC 2 is to:

• Ensure that client data is handled securely by third-party service providers

• Build trust between a company and its customers

• Demonstrate a company's maturity in handling customer data

The SOC 2 report

The SOC 2 report evaluates controls against the Trust Services Criteria, focusing on controls in five categories:

The Patchworks SOC 2 report is available upon request.

Security

Information and systems are protected against unauthorised access/disclosure, and damage to the system that could compromise availability, confidentiality, integrity and privacy. Protections include:

• Firewalls

• Intrusion detection

• Multi-factor authentication

Availability

Systems, tools, and processes are in place to ensure systems are available for operational use. These include:

• Performance monitoring

• Disaster recovery

• Incident handling

Confidentiality

Systems, tools, and processes are in place to ensure information is protected and available on a legitimate, need-to-know basis (applies to various types of sensitive information). These include:

• Encryption

• Access controls

• Firewalls

Processing integrity

Resources, tools and processes are in place to ensure system processing is complete, valid, accurate, timely and authorised. These include

• Quality assurance

• Process monitoring

• Adherence to principle

Privacy

Systems, tools, and processes are in place to ensure personal information is collected, used, retained, disclosed and disposed of according to policy (privacy applies only to personal information). These include:

• Access control

• Multi-factor authentication

• Encryption

Introduction

When you choose to switch into a managed company you will see a managed companies list which shows all companies that are linked to your profile.

However, if your user account has not been granted explicit access to manage companies, the 'switch' option won't be available for you to use. In this case, you can access the managed companies list via Patchworks settings, as shown below.

Need to know

• The fact that a company is does not necessarily mean that you or anyone else in your team has the ability to manage it. Linked companies can only be managed by users in your team who have been .

• Your Patchworks account must have the in order to view linked companies for your organisation.

The steps

Step 1 Log in to the Patchworks dashboard using your own Patchworks credentials and ensure that you are .

Step 2 Click the settings option at the bottom of the left-hand navigation bar:

Step 3 Select the managed companies option:

Step 4 All linked companies for your organisation are shown:

Introduction

When a new user account is created, assigning them a role is part of the initial account creation process. If you are a user with an administrator or manager role, you can change the role(s) for an existing user account - the following rules apply:

The steps

Step 1 .

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 - click the name of the user that you want to update:

Step 3 Move down to the roles tab and assign (and/or remove) roles as needed using the appropriate assign role / remove role buttons:

Step 4 Save changes.

Introduction

After registering for a Patchworks account, a dashboard instance is created using the provided information, with full access on a 14-day trial.

Registration steps

What happens next?

Following your meeting with the Patchworks Sales team, a will be created and you'll receive sign-in details via the email address provided. By default, this will be an .

Patchworks partners

If you are a Patchworks partner managing , you can add linked company profiles after your own company profile is created.

Introduction

As a multi-company profile user with appropriate access to manage a linked company, you will encounter two different types of user when you switch into that company:

• Native company users. These users are directly associated with the linked company. They can log into their Patchworks dashboard with their own credentials.

• Team members with access. These users are directly associated with your company - they have (or can be given) .

Criteria for accessing linked company users

The following criteria must be met for someone to access and manage linked company users. You must be:

• A user AND

• Your multi-company profile is . AND

• Your user account has a . AND

What next?

If you meet this criteria then you can and:

Related information

Introduction

If your team needs to manage multiple companies and each of these companies has its own Patchworks dashboard and its own setup, how do you manage these efficiently?

This is achieved by adding required 'child' companies and then linking these to your own profile. When this is done, yours becomes a multi-company profile and your team members (with an appropriate Patchworks role) can be granted access to manage linked companies. This allows them to 'switch into' a company that they manage and perform required tasks.

In this section

Related information

Introduction

If you are a multi-company profile user with permission to manage another linked company (i.e. your own user account is associated with a manager or administrator role and you have been granted permission to manage the company in question), you can grant and revoke permission for other team members to manage the same company.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are .

Step 2

Step 3 Click the name of the user that you want to update:

Step 4 Move down to the extra panel and click the managed companies tab:

All companies that are linked to yours for management are listed:

Step 5 The next step depends on the action that you wish to take:

Step 6 Save the company profile.

Introduction

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:

The steps

Step 1 .

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.

Introduction

Having built, enabled, and deployed a process flow, you can upload it to the process flows section of your private marketplace. This guide walks through the steps needed to achieve this.

Need to know

When you upload a process flow, any configured connectors, scripts, cross-reference lookups, caches and de-dupe pools will be included.

Preparation

Ensure that the process flow you want to upload is and .

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select process flows | process flows options - all of your process flows are listed.

Step 3 Click the name of the process flow that you want to upload - the process flow is displayed.

Step 4 Click the settings option from the actions bar:

Move down to the versions panel and ensure that the deployed version is displayed - check that this is the version that you want to upload.

Step 5 Click the ellipses associated with the deployed version and select the upload to marketplace option:

Step 6 Click the upload button to upload this process flow to your private marketplace. The upload is queued for processing and will be completed as soon as possible.

Introduction

The cross-reference lookups page includes a range of prebuilt cross-reference lookup tables. These perform a range of conversions which you can apply via a map field transformation.

Browsing cross-reference lookups

Having selected the cross-reference lookups option from the marketplace, you can browse and install cross-reference lookup tables:

Tables are displayed over a series of pages, which you can step through using page numbers at the bottom of the marketplace. Each item is displayed with a name, description and an option.

Related information

For all information about working with cross-reference lookups, please see our section.

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can view all 'native' user accounts for that company - i.e. accounts for users at that company.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials.

Step 2 that you want to review.

Step 3 Click the arrow associated with the company name and select the [company] profile option - for example:

Step 4 Move down to the extra section and select the [company] users tab - here you will find all users who are directly associated with this company profile (and can log into the Patchworks dashboard with their own credentials):

From here you can click the name of a user to access their account profile and then update details, assign a different role, or trigger a password reset request.

Introduction

If your Patchworks account is associated with an admin role, you can add a message to be displayed as a dashboard banner. All users associated with your company profile will see this banner when they access the dashboard:

Message text is added and managed via your company profile page.

Need to know

• Only admin role users can add/manage message text.

• Banner text persists until the message is removed from your company profile.

Adding a banner message

Step 1 Log into the Patchworks dashboard and .

Step 2 In the top general section, add required message text to the banner field:

Step 3 Save changes. Your banner is displayed immediately.

Managing an existing banner

• To amend the text displayed in a current banner, simply change the banner field text as needed and save changes. The banner updates as soon your updates are saved.

• To remove a banner, clear all text from the banner field and save changes. The banner is cleared as soon as this change is saved.

Introduction

The Patchworks marketplace is your one-stop shop for a range of pre-built resources that you can install to streamline your dashboard integrations:

Here you can browse and install:

Accessing the marketplace

To access the Patchworks marketplace, log into the and select marketplace from the left-hand navigation menu:

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can view and manage users associated with your own company profile.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are .

Step 2 In the top, left-hand corner click the arrow associated with your company name - then select your profile:

Step 3 Move down to the extra section, where all users for your multi-company profile are displayed:

Step 4 From here you can select any user's name to access and manage their profile.

Introduction

Patchworks powers the flow of clean, consistent, real-time data across your entire commerce stack. With Patchworks Advanced Analytics, you can use that data as it was meant to be used:

• One place to see how your business is performing

• One engine to spot opportunities before your competitors do

• One analytics layer built specifically for retail & ecommerce operators

To deliver this capability, Patchworks has partnered with analytics experts, Conjura. For pricing information, please .

Conjura & Patchworks

Conjura is a data analytics platform that centralises and transforms omnichannel data into actionable insights for online businesses.

To start using Patchworks Advanced Analytics, you will require a . You then connect systems that you want to analyse.

Accessing advanced analytics

Select the analytics option from the dashboard menu:

From here, you can log in or create a new account.

Introduction

Having created and saved a cross-reference lookup, you can upload it to the cross-reference lookups section of your private marketplace. This guide walks through the steps needed to achieve this.

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select the cross-reference lookups option - all of your cross-reference lookups are listed.

Step 3 Click the name of the lookup that you want to upload, to access details, then click the upload button:

Step 4 The upload is queued for processing and will be completed as soon as possible.

Introduction

The connectors page allows you to browse, install and update all prebuilt connectors - these are 'standard' connectors that Patchworks builds and maintains.

When you install a connector, it is added to your connectors list - from here you can add instances (authenticated with your credentials for that system) and then start working with these as process flow connections.

Browsing connectors

Having selected the connectors option from the marketplace, you can browse and prebuilt connectors:

Connectors are displayed as tiles over a series of pages, which you can step through using page numbers at the bottom of the marketplace. Each connector includes general details and an option:

Related information

For all information about working with connectors and instances, please see our section.

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can see who else in your team also manages that company.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials.

Step 2 that you want to review.

Step 3 Click the arrow associated with the company name and select the [company] profile option - for example:

Step 4 Move down to the extra section and select the team members with access tab:

Step 5 All team members are displayed and you can see which users have permission to manage the current company, and which do not:

For information about granting and revoking access to the current company please see our guide.

Introduction

Having saved and deployed a custom script, you can upload it to the scripts section of your private marketplace. This guide walks through the steps needed to achieve this.

Preparation

Ensure that the script that you want to upload is

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select process flows | scripts options - all of your custom scripts are listed.

Step 3 Find the script that you want to upload - it should have a deployed status:

Step 4 Click the name of the script to access script details, then click the upload button:

Step 5 The upload is queued for processing and will be completed as soon as possible.

Introduction

If a blueprint is no longer required, you can remove it entirely. Deleting a blueprint (as opposed to deleting a specific version of a blueprint) means that it's no longer displayed in your private marketplace - and therefore no longer available for your managed/'child' companies to install.

Need to know

• Deleting a blueprint does not affect any existing installations.

The steps

Introduction

The most typical use case for a private blueprint is if you manage multiple company profiles and need to share a collection of process flows between them.

Having built and tested the required process flows in the 'parent' company, you can add them to a blueprint. When a process flow is added to a blueprint, all associated resources are included - i.e. connectors, scripts, caches, cross-reference lookups, and data pools.

Having built and published a blueprint, it is added to your private marketplace, where it can be by any 'child' companies.

If you need to , you can make the required changes and publish a new version. Depending how you need to work, this update can be , or you can .

More information

Introduction

Having built a custom connector (or edited a Patchworks connector to work in a different way), you can upload it to the connectors section of your private marketplace. This guide walks through the steps needed to achieve this.

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select process flows | connectors options - all of your installed/custom connectors are listed.

Step 3 Find the connector that you want to upload - it should be displayed with the name of your company profile (rather than Patchworks) and an upload option:

Step 4 Click the upload option.

Step 5 The upload is queued for processing and will be completed as soon as possible. Check your notification centre for confirmation if you miss the popup message when this is done:

Introduction

Patchworks blueprints

A Patchworks blueprint contains everything you need to perform a specific task - for example, to sync orders between Shopify and Virtualstock Supplier.

You can browse and purchase blueprints from the . Having purchased a blueprint, it is added to your company profile and becomes available in the .

For more information, please refer to .

Private blueprints

A private blueprint blueprint is a blueprint that you build and publish to your . The most typical use case for a private blueprint is if you manage and need to share a collection of process flows between them.

For more information, please refer to .

Introduction

Flexible auto-scaling is a significant advantage for Patchworks users - it means you don't pay for a predetermined capacity that might only be required during peak periods, such as Black Friday.

Our flexible, auto-scaling architecture gives peace of mind by allowing you to start on your preferred plan, with the ability to exceed soft limits as needed. If you require more resources, you can transition to a higher tier seamlessly, or manage overages with ease.

Auto-scaling adjusts computing resources dynamically, based on demand - ensuring efficient, cost-effective resource management that's always aligned with real-time demand. The auto-scaling process breaks down into four stages:

Introduction

If you are a multi-company profile user with , you can add new team members to your own company profile. Once a user is added you can (if required) go on to .

Introduction

When a , assigning them a role is part of the initial account creation process. Steps detailed on this page can be followed if you need change the role(s) for an existing team member.

If you are a multi-company profile user with an administrator or manager role, you can change the role associated with other lesser-role team members. The following rules apply:

Introduction

If you manage , it can be useful to share resources between them. With appropriate user , you can access a private marketplace for your company profile.

Any , , , or that you build can be uploaded to your private marketplace to be viewed/installed by:

Introduction

Versioning is important at different stages in the lifecycle of a private blueprint. This page summarises key details to keep in mind as you build and manage your blueprints in the Patchworks marketplace.

Introduction

If you are a multi-company profile user with , you can trigger a password reset email for users associated with a company that you manage.

When this is done, a reset email is sent to the email address for the user, containing a reset link. Password reset links are valid for 24 hours. After this, another password reset must be triggered so a new link is emailed.

Introduction

The version of a blueprint is the version to be used whenever someone chooses to . By default, the initial version of a blueprint becomes active when a blueprint is created. For example:

Each time you for an existing blueprint, a new version is generated. At this point, you can choose which version should be active

Introduction

Each time a blueprint is updated and published, a new version is created. Over time, you may wish to remove older versions, particularly if the number of versions is approaching .

Introduction

There are two possible paths for new clients to get up and running with Patchworks:

• Custom integrations, with help from the Patchworks team

• Self-serve integrations, via the Patchworks dashboard

If yours is a custom integration, you're in safe hands! Our teams will work with you to gather requirements and implement a tailor-made solution to meet your exact needs. However, with the launch of the new Patchworks dashboard, self-serve onboarding is now possible.

In this guide, we summarise the key steps required to get up and running, with links to relevant articles to help you complete each one.

Where to start?

Key steps from initial registration through to putting process flows live are summarised in the illustration below:

Step 1: Registration

To register your company for a Patchworks account so you can access the Patchworks dashboard, use our registration link below:

You can register with a Google sign-in, or with a username and password. For details, please see: .

Step 2: Company setup

If your company is standalone and you don't need to manage other (linked) companies, you won't need to complete any further company setup.

If your company DOES need to manage other companies in Patchworks and the is enabled for your account, you can .

Step 3: User setup

Having registered for a Patchworks account, a user account is created with the credentials you provided. By default, this is an admin account.

As an admin user, you can choose to create additional user accounts so other members of your team can access the Patchworks dashboard. When you create a user account, you can choose whether that person will have admin privileges (so they can create and manage process flows in Patchworks), or simple user permissions, (so they largely have view-only access). For details, please see .

Step 4: Flow setup

With your Patchworks company profile in place and users created, you're ready to start creating process flows. There are two approaches for this - , or .

Auto setup via blueprints

A includes everything you need to sync data between two systems - i.e. , , , , . Having purchased and installed a blueprint from the (following installation instructions provided) - process flows are then ready to test and subsequently put live.

Manual setup

Here, you add/install/build all required resources - i.e. , , , , , and any other resources needed to perform given tasks. Note that the Patchworks marketplace includes a library of connectors, process flows, scripts and cross-reference lookups that you can install and use as-is, or edit to meet specific requirements. If we don't have a prebuilt for an application you need to sync and you have some technical expertise in-house, you can use the to build your own.

Step 5: Day-to-day-management

Once a process flow is activated, it runs automatically as per any defined settings. if required, you can also choose to , with instant feedback and real-time logging.

As a process flow runs, you can see real-time progress from the , with detailed logs generated throughout the run. can also be viewed retrospectively, so you always have full oversight of what's happened with your data.

Password requirements

When setting a password for simple sign-in, the following rules apply:

• A minimum length of 8 characters

• At least 1 lowercase letter (a-z)

• At least 1 uppercase letter (A-Z)

• At least 1 number (0 - 9)

• At least 1 special character (!, $, #, or %)

Password expiry

Patchworks passwords do not expire.

If you are logged into the dashboard, you can change your password by selecting the change password option associated with your avatar (in the top right-hand corner of the dashboard). For further information, please see: .

Users with an can .

Password storage

Patchworks passwords are stored in an encrypted AWS database.

Password control

Passwords can never be viewed or accessed by users, irrespective of their role.

Managing passwords for other users

Users associated with an can trigger a password reset for any users in their company profile, via the Patchworks dashboard. For more information, please see our page.

Forgotten passwords

If you sign in to the Patchworks dashboard with an email address and password, you can at any time, from the Patchworks sign-in page:

Selecting this option displays a reset password page - enter your email address to trigger a password reset email:

The password reset email includes a link which allows you to reset your password.

Google sign-in passwords

If you sign into Patchworks with your Google account, you won't have a password for Patchworks.

However, if a password reset is triggered for a Google sign-In user, a password reset email IS triggered and can be used to set a Patchworks password.

This does not affect your Google sign-in, it just means you can choose to log in via Google OR by entering your email address and Patchworks password.

External access

External access via the Patchworks API is granted via API tokens. For further information, please see our .

Introduction

Usage alerts can be configured to send automated email notifications when your company's operations usage allowance reaches a given (percentage) threshold within a billing cycle.

Need to know

• Usage alerts are based on a given 'allowance used' threshold - when this threshold is reached, email notifications are triggered.

• Usage is checked, and email notifications are triggered at 8 am each day. For example, if you reach your threshold at 10 am on Tuesday, users will be notified at 8 am on Wednesday.

• Email notifications for any given usage alert are sent ONCE in each billing cycle.

Who can create, manage & receive usage alerts?

The ability to create, manage, and receive alerts depends on the type of company profile - specifically, whether or not you manage or are managed by another company. Possible variations are summarised in the table below:

The steps

Introduction

Two-factor authentication (2FA) is a subset of multifactor authentication (MFA). It typically uses a one-time time-based passcode (TOTP) to add an extra layer of security to the user’s account.

How it works - technical

Generally, 2FA works as follows:

1. A secure string of letters and numbers (known as a secret key) is generated.

2. This string is shared with an authenticator app on the user’s mobile device - usually by scanning a QR code.

3. The authenticator app uses the secret key, along with the current date/time to generate a code. These codes expire after a short period of time and a new one is generated.

How it works - user journey

When 2FA is enabled for your Patchworks account, you will log into the dashboard as normal with your username and password. Having entered your credentials, you are prompted to enter an authentication code, which you obtain from your authenticator app:

Need to know

To enable 2FA for your Patchworks login, you will need an authenticator app - for example (but not limited to Google Authenticator, Microsoft Authenticator, Duo, Authy).

Enabling 2FA for your Patchworks login

To enable 2FA for Patchworks, follow the steps below:

Step 1 Log into the Patchworks dashboard.

Step 2 Select settings (from the bottom of the left-hand navigation menu):

Step 3 Select my account settings:

Step 4 Select the multi-factor authentication tab:

Step 5 Click the enable button:

...setup information is displayed with a QR code:

Step 6 Open your preferred authenticator app and scan the QR code.

Step 7 Your authenticator app will generate a 2FA code, which you should enter in the Patchworks multi-factor authentication tab, then click confirm::

Step 8 A set of recovery codes is displayed, which can be used in the event that you can't access your authenticator app for any reason. Copy these codes somewhere secure (such as a password manager).

Step 9 Click the copied button to confirm that you've copied recovery codes - the setup is now complete:

The next time that you log into Patchworks, you'll be prompted to enter a 2FA code (generated by your authenticator app) before you can access the dashboard:

Disabling 2FA for your Patchworks login

To disable 2FA for Patchworks, follow the steps below:

Step 1 Log into the Patchworks dashboard.

Step 2 Select settings (from the bottom of the left-hand navigation menu):

Step 3 Select my account settings:

Step 4 Select the multi-factor authentication tab:

Step 5 Click the disable MFA button:

Step 6 When prompted, confirm your decision:

Introduction

Having registered from a Patchworks account - or having been added to a company profile as a user - a user account is created for you. If required, you can access your account settings and:

• Update your name and/or email address

Accessing your account settings

To access your account settings, click your login name in the top, right-hand corner of the dashboard, then select the account settings option:

Changing your account name or email address

Step 1 Access your page.

Step 2 Update information in the general panel as needed:

Step 3 Click the save button.

Enabling/disabling two-factor authentication

If you want to enable/disable two-factor authentication for your account, move down to the extra panel and select the multi-factor authentication tab:

For more information please see our .

Changing your password

Step 1 Click your login name in the top, right-hand corner of the dashboard, then select the change password option:

Step 2 Complete the change password form by entering your existing password, followed by the new required and confirmation of this:

Step 3 Click the submit button to save changes.

Introduction

If you are a Patchworks partner and you have the partner features subscription bolt-on associated with your subscription, you can create new companies that are linked to your own profile. Having created a new linked company profile, you can go on to manage subscription settings, team member access, and 'native' company users.

Need to know

• Your is associated with an allowance for the number of companies that can be created in each subscription tier.

• If you don't have the but require new linked companies to be added, please contact your Patchworks Partner Manager.

The steps

The steps to add a new, linked company profile are summarised below:

Stage 1: Create a new company profile

Stage 2: Access the new company profile

Stage 3: Add users & review team member access

Having switched to the new managed company and accessed profile information, move down to the extra panel.

If you need to for the company who can then log in directly and access their own dashboard, select the users tab. For example:

All team members associated with your partner profile are granted access to the new company, automatically. To review and update team access, select the team members with access tab. For example:

Stage 4: Set subscription details

By default, new company profiles are associated with a trial subscription. To update this, select the subscriptions tab:

From here, you can choose the appropriate subscription.

Introduction

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:

The steps

Step 1 .

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: