Seats

Seats and team features are available on the Developer and Enterprise plan users only.

To manage your seats and team settings, click on your name on Patchstack App (at the bottom left corner of the screen), then navigate to the Seats page, or click here: https://app.patchstack.com/team

On the Seats page you can manage the seats. The seat management feature allows you to add sub-users to your account to which you can assign specific permissions and/or sites.
When you add a new user, they will receive an email with a link to activate their account.

Enterprise plans include unlimited team seats (there is no invite cap).

Available roles

Roles are two groups, not one ladder. Owner / Admin / Manager / Operator are positions within your account. Customer is a separate, isolated account that sits under yours.

Roles in this account

1. Owner — Full control of all sites and users. Only one owner can exist.
2. Admin — Full control of sites and lower-level users. Cannot alter the owner or other admins.
3. Manager — Full control of all sites. Cannot modify users.
4. Operator — Editing access only to sites assigned to them. Cannot modify users, cannot delete sites, and cannot add new sites.

Separate accounts

5. Customer — An isolated account that inherits your subscription type. The Customer owns and manages their own site(s). Sites you assign to a Customer are view-only for them. Customers cannot add sites on your plan.

API / stored values

Integrations that call the team API still send the historical stored values: member for Operator and independent for Customer. The Patchstack App UI shows the labels above.

In order to attach a site to a user, go to Site > Action button > Attach To User.

Adding a seat user

To add a seat user, click on Add seat user.
Add a name, email address and role of the seat user.

Note that you can only add email addresses that have not yet registered in Patchstack.

After adding the user, you can see the added user in the table below.
An invitation will be sent to that email asking to register an account on Patchstack App.

Attaching an Operator seat user to sites

If you assigned a user the Operator role, you can choose which sites you want to attach this user. For that, scroll down to the Sites table. You can see all your sites in this view.
Click on Action and Attach to user on the corresponding site.

You will be shown a popup, where you can choose, which seat attaches to the site.
Pick the newly created user and click on “Attach”.

Now the new user can manage the site from their own Patchstack App account.

Detaching a seat user from the site

To detach a user from managing the site, scroll down to the Sites table on the page. Pick a site and click Action and Detach from user. You will be shown a confirmation popup.