If you are a multi-company profile user with permission to manage another linked company, 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.
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 that requires a password reset:
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):
Step 5 Click the name of the user account that you want to access:
Step 6 Click the reset password button at the top of the page:
Step 7 The user will receive an email from Patchworks which includes a link to change their password.
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.
When you add a new company user account, assigning the required roles is part of the initial account creation process. Steps detailed on this page can be followed if you need to assign different roles 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 company users. The following rules apply:
| Your role | Allowed role changes |
|---|---|
For more information please see our Roles & permissions summary page.
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.
If you attempt to assign a role that is outside of your own permissions, a failure message is displayed and the change will not be made.
Step 6 Save 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).
If you are a multi-company profile user with permission to manage another linked company, you can remove a 'native' user from their company profile.
When a company user is removed in this way, they can no longer log into the Patchworks dashboard.
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 remove:
Step 4 Click the 'delete' icon at the top of the page:
...and then confirm this action:
If you are a multi-company profile user with permission to manage another linked company, 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:
For more information about 'native' company users and agency/partner team members please see our managed company users 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.
For more information about the different types of user associated with managed companies please see our managed company users introduction.
Step 1 Log into the Patchworks dashboard using your own Patchworks credentials.
Step 2 Switch into the managed company 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.
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 |
|---|---|
For more information please see our Roles & permissions summary page.
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.
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).
