Skip to content

Workspaces and team members

A workspace is your Patcherly home for a client, project, or company. Everything inside it — targets, errors, billing, and team members — stays together and separate from your other workspaces.

One account, several workspaces

You might use Patcherly in more than one place at once. For example:

  • You run an agency and each client has their own workspace.
  • A client invited you to their workspace while you still manage your own.

You can be the owner (workspace admin) of several workspaces you created. Each workspace has one owner. When you're invited, you join as a team member — not as a second owner.

Create your own workspace after joining someone else's: open Profile → Billing. If you don't own a workspace yet, that tab lets you pick a name, URL slug, and plan (Personal or paid) without changing the workspace you were invited to. After create, use the top-bar menu to switch between your workspace and any you joined.

Switch between workspaces

If you belong to more than one workspace, open the workspace menu in the top bar and pick the one you want to work in.

After you switch, the dashboard shows only that workspace’s targets and errors (and Billing when you are the owner of that workspace). Switch again anytime — nothing is deleted when you move between workspaces.

Invite users to your team

Who can invite: the workspace owner, or a team member with full workspace access (see below).

  1. Go to Profile → Team.
  2. Under You & your workspace, enter the user's email address and send the invite.
  3. They receive an email with an Accept invitation link. The workspace owner also gets a notice that an invite was sent (with a link to Profile → Team).
  4. After they accept, they appear on the Team page as a team member.
  5. Open their row to choose what they're allowed to do, or Remove them from the workspace.

Invites always add team members. Patcherly does not create a second owner through an invite.

Leaving a workspace you joined: on Profile → Team, under Workspaces you joined, choose Leave workspace. You lose access until someone invites you again. Workspace owners cannot leave this way — delete the workspace or your account instead.

Deleting your account: invited team members remove only their personal login — the workspace they joined is not deleted. Workspace owners follow Data export and account deletion (including deleting extra owned workspaces before account deletion when you own more than one).

Join a workspace you were invited to

  1. Open the invitation email from Patcherly.
  2. Click Accept invitation (or the button with the same meaning).
  3. Sign in if you are not already, or create an account with that email address. If you are signed in as a different user, sign out first, then continue with the invited email.
  4. You land in the workspace as a team member. Use the top-bar workspace menu if you need to switch between this workspace and any others you belong to.

If you are already signed in, a banner below the top bar also lists pending invitations with Accept and Decline. Decline does not use the email link. The top-bar menu still lists only workspaces you already belong to — pending invites stay on the banner.

What team members can do

Members can open Targets and Errors in read-only form as soon as they join. Buttons for actions they are not allowed to perform are hidden or greyed out until an admin turns on the flags below. Metrics, Audit, and Usage stay out of the sidebar until the matching view permission is granted.

If this is turned on… They can…
Manage targets Add, edit, and delete targets; install connectors; Test Mode; customize paths — and change all target options (dry-run, auto-analysis, auto-apply, App restart)
Manage targets options Change dry-run, auto-analysis, auto-apply, and App restart only (cannot add or delete targets). Included automatically when Manage targets is on.
Approve / apply fixes Analyze, approve, reject, retry apply, mark fixed, ignore/unignore, and delete errors
Rollback Roll back a patch on the server
View metrics Open Business Metrics
View audit Open audit log views
View usage Open Usage (plan and AI usage)
Manage chat integrations Connect Slack, Discord, Teams, or an other-webhook URL in Profile → Notifications
Full workspace access Manage invites and the Team page, plus every other member permission above (like an owner for day-to-day admin, but they remain a member). Billing and plan changes stay with the workspace owner only

Without Manage targets or Manage targets options, Targets stays view-only (no add/configure). Without Approve / apply fixes, Errors stays view-only.

The owner can change these toggles anytime on Profile → Team (checkboxes on each member row).

Agencies with many clients

Create a separate workspace for each client when you sign up or add a new workspace from the dashboard. You stay the owner of each workspace you create.

If a client invites you into their workspace, you join there as a member only. Your agency workspaces and their workspace stay separate — use the top-bar menu to move between them.