Introduction

If your Patchworks user account is associated with a multi-company profile and you have been granted permission to manage a linked company, 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):

• View team members for your own multi-company profile

• Create a new team member to manage linked companies

• Assign user roles for an existing team member

• View team members who manage a particular linked company

• Grant & revoke permission for a team member to manage a linked company

• Trigger a password reset for an existing team member

• Remove a team member from your multi-company profile

Introduction

As a multi-company profile user with appropriate access to manage a linked company, you will encounter two different types of user when you switch into that company:

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

• Team members with access. These users are directly associated with your company - they have (or can be given) permission to manage all aspects of a linked company.

Criteria for accessing linked company users

The following criteria must be met for someone to access and manage linked company users. You must be:

• A user associated with a multi-company profile AND

• Your multi-company profile is associated with linked companies. AND

• Your user account has a manager or administrator role. AND

• You have been granted permission to manage the linked company in question.

What next?

If you meet this criteria then you can switch into a company that you manage and:

• Work with company users

• Work with your team members

Related information

• Managing linked company profiles

• Duplicating a process flow between company profiles

Introduction

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

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:

Introduction

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

The steps

Step 1 that you want to update and .

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.

Introduction

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

Introduction

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

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.

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 switched into your own company profile.

Step 2 Access the list of team members for your company.

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:

Step 6 Save the company profile.

Introduction

If you are a multi-company profile user with , you can add new team members to your own company profile. Once a user is added you can (if required) go on to .

The steps

Step 1 .

Step 2 Click the create user button:

Step 3 Enter the person's name and email address:

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.

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:

Step 7 Click the remove role button for the user role:

Step 8 When prompted, confirm this change.

Step 9 Save changes.

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.

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:

The steps

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.

Step 6 Save changes.

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.

The steps

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.

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:

The steps

Step 1 Access team members for your own company profile.

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.

Introduction

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.

The steps

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:

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.

The steps

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.

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.

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:

The steps

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:

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.

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.

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

• Trigger a password reset for an existing native company user

• Remove a native company user from their company profile