Confirm a Client Request

After you confirm the client’s request, the Client Organization will be able to assign your Organization to the workflow steps of their projects.

To accept a request from a Client and start cooperation, follow these steps:

  1. On the left, navigate to the Clients tab.
  2. Click Confirm next to the new Client request. clients confirm
    Note: Only after you accept the request, Client Organization will be able to assign workflow steps to you.

Accepting a Client Project

To accept a project from a Client, follow these steps:

  1. Go to Incoming Projects.
  2. Click Add to Workspace next to the incoming project. incoming projects
  3. Select whether you want to add this project to a Group.
  4. Assign a workflow.
  5. Click Place Here.
    add project to workspace

Was this article helpful?