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Native company users. These users are directly associated with the linked company. They can log into their Patchworks dashboard with their own credentials.
The following criteria must be met for someone to access and manage linked company users. You must be:
Your multi-company profile is associated with linked companies. AND
If you meet this criteria then you can switch into a company that you manage and:
For information about managing company profiles for your linked companies, please see our Linked company profiles section.
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-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.
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 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 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 administrator role.
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 administrator role, 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.
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:
For more information please see our Roles & permissions summary page.
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.
You can trigger a password reset email for another team member in your organisation, from your own company profile.
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.
If your user account is associated with a manager or administrator role, you can remove other team member accounts from your company profile.
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.
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.
Step 2 The next step depends on the action that you wish to take:
Step 3 Save the company profile.
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.
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.
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.
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:
For more information please see our Roles & permissions summary page.
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.
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.
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:
For more information please see our Roles & permissions summary page.
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.
Your role | Allowed role changes |
---|---|
Your role | Allowed role changes |
---|---|
Your role | Allowed role changes |
---|---|
Your team member can use the 'forgot password' option from the Patchworks login page to trigger their own password reset email:
The company user can use the 'forgot password' option from the Patchworks login page to trigger their own password reset email:
Administrator
Can promote accounts to roles up to and including manager
level (e.g. change a user
account to a manager
account).
Can reduce other non-administrator accounts to a lesser role (e.g. change a manager
account to a user
account).
Manager
Can promote accounts to roles up to and including user
level (e.g. change a read-only
account to a user
account).
Can reduce other non-manager accounts to a lesser role (e.g. change a user
account to a read-only
account).
Administrator
Can assign roles up to and including manager
level (e.g. change a user
account to a manager
account).
Can reduce other non-administrator accounts to a lesser role (e.g. change a user
account to a read-only
account).
Manager
Can assign roles up to and including user
level (e.g. change a read-only
account to a user
account).
Can reduce other non-manager accounts to a lesser role (e.g. change a user
account to a read-only
account).
Administrator
Can assign roles up to and including manager
level (e.g. change a user
account to a manager
account).
Can reduce other non-administrator accounts to a lesser role (e.g. change a user
account to a read-only
account).
Manager
Can assign roles up to and including user
level (e.g. change a read-only
account to a user
account).
Can reduce other non-manager accounts to a lesser role (e.g. change a user
account to a read-only
account).
When a company user is removed in this way, they can no longer log into the Patchworks dashboard.
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: