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 have a new company that you need to link to your multi-company profile, please contact your Patchworks Partner Manager. If you don't have a Partner Manager, please contact our Support team.
The company to be managed will be created (if it doesn't already exist) and then linked to your own profile.
A company that is being managed by another cannot have its own linked (i.e. 'child') companies.
Once a company has been linked to your profile you can grant access to your team members, who can then switch into the company and complete required tasks.
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:
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.