If you are a multi-company profile user with permission to manage another linked company, you can add new team members to your own company profile. Once a user is added you can (if required) go on to grant them permission to manage other companies.
For a new user to manage linked companies, they must be assigned the manager role. To set this role, your own user account must be associated with the administrator role.
Step 1 Access team members for your own company profile.
You must be logged in with an administrator account to complete these steps.
Step 2 Click the create user button:
Step 3 Enter the person's name and email address:
The email address provided here is used to log into the Patchworks dashboard.
Step 4 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 5 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:
Permission to manage other companies can only be granted for team members with a manager role, so you need to assign this role now.
Step 6 Click the assign role button against the manager role:
If your user account isn't associated with an administrator role, you won't be able to make this change.
Step 7 Click the remove role button for the user role:
Step 8 When prompted, confirm this change.
Step 9 Save changes.
Step 10 If required, you can now go on to grant this user access to manage any companies that you currently manage.
