Users, roles & permissions introduction

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About this section

This section includes guidance for administrators to add and manage user accounts via your company profile. It also includes guidance for all users wishing to access and manage their own user details, together with general information about passwords, roles and permissions.

If you an an agency/partner who manages multiple companies via the Patchworks dashboard, please go to our Managing team members & users for linked companies section.

In this section

• Roles & permissions summary
• Viewing all users for a company profile
• Creating a new user account for your company profile
• Updating general details for a user account
• Updating the role for a user account
• Triggering a password reset for another user
• Deleting a user account
• Restoring a deleted user account
• Managing your own user account
• Managing team members & users for multi-company profiles