If you need to 'un-link' a managed company from your profile, please contact your Patchworks Partner Manager.
Once a company has been removed from your profile, it's no longer shown in your managed companies list - 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.
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.
Having 'switched into' a company, you can do everything that a user directly associated with that company can do - for example, manage users, install connectors, build process flows, etc.).
Adding & linking a new managed company for Patchworks partners and agencies.
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.
Your partner features subscription bolt-on is associated with an allowance for the number of companies that can be created in each subscription tier.
If you don't have the partner features subscription bolt-on but require new linked companies to be added, please contact your Patchworks Partner Manager.
The steps to add a new, linked company profile are summarised below:
Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are switched into your own company profile.
Step 2 In the top-left corner, click the arrow associated with your current company name and select the switch companies option:
Step 3 Click the create company button at the top of your managed companies page:
Step 4 Complete general details for this company:
Any email address provided here is used as the Patchworks point of contact for your company.
Step 5 Save the company profile to exit back to the mange companies list.
Step 6 Refresh/reload the browser page.
When details for your new company profile are saved, a new database is created behind the scenes. When you refresh your browser, options to work with the new company become available.
Step 7 Go the the next stage.
Step 1 Use the 'switch' icon associated with the new company, to switch into that profile - for example:
If you don't see the 'switch' option, reload the page again.
Step 2 In the top-left corner, click the arrow associated with the new company name and select the [[company]] profile option:
Step 3 Scroll down to the extra panel at the bottom of the company profile page, then select the [[company]] subscriptions tab:
...you'll see that the existing subscription is set to trial, by default:
Step 4 Use the core subscription tier dropdown field to select the required subscription for this company - for example:
All subscription tiers are listed but if you can only save a selection if your partner features allowance is not exceeded.
Step 5 Save the profile:
Having created a linked company and saved subscription details, you can go on to:
Grant access to your team members who can then switch into the company and complete required tasks.
Create 'native' users for the linked company who can then log in directly to access their own dashboard.
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.
The fact that a company is linked to your organisation 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 granted explicit permission for access.
Your Patchworks account must have the manager role in order to view linked companies for your organisation.
Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are switched into your own company profile.
Step 2 Click the settings option at the bottom of the left-hand navigation bar:
Step 3 Select the managed companies option:
If you don't see this option it means that your user account does not have the required manager role. In this case, someone in your organisation with an administrator role can assign it to you.
Step 4 All linked companies for your organisation are shown:
If you have been granted permission to manage a linked company, you'll see an icon in the 'switch' column - you can use this to switch into the associated company now. If no icon is shown it means that you have not been granted access to manage this company.
You can download summary details for all of your linked companies via the managed companies page - for example:
Details for your own (managing) profile are also included.
The following details are provided for each of your linked companies:
| Item | Notes |
|---|---|
The fact that a company is linked to your organisation 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 granted explicit permission for access.
Your Patchworks account must have the manager role in order to view linked companies for your organisation.
Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are switched into your own company profile.
Step 2 Choose to view your linked companies for a list of all companies that you have permission to manage:
Step 3 Click the download button:
If you don't see this option it means that your user account does not have the required manager role. In this case, someone in your organisation with an administrator role can assign it to you.
Step 4 The CSV file is generated and saved to the default downloads folder for your browser.
The steps detailed on this page show how to switch into a linked company that you manage and - when you've finished working with that company - how to switch back to your own company.
You can only switch into companies that you have been granted explicit permission to manage.
Your Patchworks account must have the manager role in order to view linked companies for your organisation.
Step 1 Click the arrow associated with your current company name and select the switch companies option:
If you don’t see this option it means that you don’t have not been granted access to manage any companies.
The managed companies page is shown, listing all companies that are linked to your organisation (i.e. all companies that can be managed by your team):
If you have been granted permission to manage a company, you'll see an icon in the switch column:
If your organisation manages a lot of companies this list might be long, running over multiple pages. If necessary, use the search field to quickly find a company by name.
Step 2 Click the ‘switch’ icon to the right of the required company profile:
If no icon is shown it means that you have not been granted access to manage this company.
Step 3 You are switched into this company profile:
Notice that the company name has changed at the top of your window - if you click the associated arrow, you'll find quick access to profile settings for this company, should you need to change general details or manage company users:
Any changes that you make from this point on will update the company you have switched into. Always ensure that you are switched to the right company before making changes.
Step 4 You can now proceed to complete any required setup for this company (for example, add and manage users, add connectors, process flows, etc.).
If required, you can copy process flows from one of your managed companies into another. For further information please see
Step 5 When you've finished working with this company, you should switch back to your own company to ensure that you don't make any subsequent updates in error.
When you've finished working with a managed company, follow the steps below to your own (i.e. original) company.
Step 1 Click the arrow associated with your current company name and select the switch companies option:
If you don’t see this option it means that you don’t have not been granted access to manage any companies.
Step 2 The managed companies page is shown.
Typically, no managed companies will be shown because you're currently switched into a managed company rather than your own profile.
Step 3 Click the switch to original company button:
Step 4 You are switched back to your own profile and the managed companies page updates to show all companies that your team can manage:
id
The internal Patchworks id for the company.
Name
The company profile name.
Plans
This is typically only relevant for Patchworks admins for non-core systems.
Tiers
Current core subscription tier.
Parent
The name of the managing company (i.e. your own company profile)
Created at
The date & time the company profile was created.
Last login
The most recent date/time that someone logged into this company profile.
Score
The current company insights score.
Last flow run
The date & time of the last process flow run.
