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Managing team members & users for multi-company profiles

Introduction

As a multi-company profile user with , you will encounter two different types of user when you :

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

Working with your team members

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):

Viewing team members for your own multi-company profile

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.

Creating a new team member to manage linked companies

Introduction

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 .

The steps

Step 1 .

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 , 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 .

Assigning user roles for an existing team member

Introduction

When a new team member is added, 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:

Your role

Allowed role changes

For more information please see our page.

The steps

Step 1 .

Step 2 Click the name of the user account that you want to update:

Step 3 The user roles tab is displayed and you'll see which roles are currently assigned for this account:

Step 4 Assign (and/or remove) roles as needed by clicking the appropriate assign role / remove role button.

Step 5 Save changes.

Viewing team members who manage a linked company

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.

Have you switched correctly?

Always double-check the company name after a switch to ensure that the switch was made correctly:

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.

Granting & revoking permission for an existing team member to manage a linked company

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 .

Have you switched correctly?

Always double-check the company name after a switch to ensure that the switch was made correctly:

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:

I want to grant access

If you want to grant management access for a user, click the add company button:

I want to revoke access

If you want to revoke existing access for a user, click the delete icon and then confirm this action:

Step 6 Save the company profile.

Triggering a password reset for an existing team member

Introduction

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

Alternative approach

Your team member can use the 'forgot password' option from the to trigger their own password reset email:

The steps

Step 1 that you want to update and .

Have you switched correctly?

Always double-check the company name after a switch to ensure that the switch was made correctly:

Step 2 Click the name of the user that requires a password reset:

Step 3 Click the password reset option at the top of the page:

Step 4 This user will receive a Patchworks email containing instructions to reset their own password.

Removing a team member account from your multi-company profile

Introduction

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

When a team member is removed in this way, they can no longer log into the Patchworks dashboard. If you want to allow a team member to continue accessing the Patchworks dashboard for multi-company profile but need to prevent them from managing other companies, you can simply . In this way, the team member retains their dashboard access.

The steps

Step 1 .

Step 2 Click the name of the user account that you want to remove:

Step 3 Click the 'delete' icon at the top of the page:

Step 4 When prompted, confirm this removal.

Working with 'native' company users

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:

View native company users for a linked company
Create a new native user for a linked company
Assign new user roles for an existing native company user

For more information about 'native' company users and agency/partner team members please see our .

Viewing 'native' company users for a linked company

Introduction

If you are a multi-company profile user with , 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

Creating a new 'native' user for a linked company

Introduction

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 .

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 page.

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 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.

Assigning roles for an existing 'native' linked company user

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.

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 page.

The steps

Step 1 .

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.

Triggering a password reset for an existing 'native' linked company user

Introduction

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.

Alternative approach

The company user can use the 'forgot password' option from the to trigger their own password reset email:

The steps

Step 1 .

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.

Removing a 'native' linked company user from their company profile

Introduction

If you are a multi-company profile user with , 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.

Managing team members & users for multi-company profiles

Introduction

Working with your team members

Introduction

Viewing team members for your own multi-company profile

Introduction

The steps

Creating a new team member to manage linked companies

Introduction

The steps

Assigning user roles for an existing team member

Introduction

The steps

Viewing team members who manage a linked company

Introduction

The steps

Granting & revoking permission for an existing team member to manage a linked company

Introduction

The steps

Triggering a password reset for an existing team member

Introduction

The steps

Removing a team member account from your multi-company profile

Introduction

The steps

Working with 'native' company users

Viewing 'native' company users for a linked company

Introduction

Creating a new 'native' user for a linked company

Introduction

The steps

Assigning roles for an existing 'native' linked company user

Introduction

The steps

Triggering a password reset for an existing 'native' linked company user

Introduction

The steps

Removing a 'native' linked company user from their company profile

Introduction

Assigning user roles for an existing team member

Introduction

The steps

Managing team members & users for multi-company profiles

Introduction

Working with your team members

Introduction

Criteria for accessing linked company users

What next?

Related information

Viewing team members for your own multi-company profile

Introduction

The steps

Creating a new team member to manage linked companies

Introduction

The steps

Working with 'native' company users

Viewing 'native' company users for a linked company

Introduction

Removing a 'native' linked company user from their company profile

Introduction

The steps

The steps

Granting & revoking permission for an existing team member to manage a linked company

Introduction

The steps

Triggering a password reset for an existing team member

Introduction

The steps

Removing a team member account from your multi-company profile

Introduction

The steps

Creating a new 'native' user for a linked company

Introduction

The steps

Triggering a password reset for an existing 'native' linked company user

Introduction

The steps

Assigning roles for an existing 'native' linked company user

Introduction

The steps