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.
