Working with your team members

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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