Enable self-assign for customer accounts
DESCRIPTION
When activated, vendors with self-assign option on, can accept new assignments without requiring approval process from the management. Responsibility to manage time is shifted from the project managers (PM) to the vendors.
Each account can be configured independently from other accounts, sub or main accounts of the same customer.
ACTIVATE SELF-ASSIGN FOR customer accounts
Select account of your choice and click on button.
To complete configuration, select and configure vendor profiles who are authorized to use self-assign.
Read more on how to activate self-assign option for vendors.
When self-assign option is activated for both, vendor matching all requirements and account posting the request, On the Spot! displays extra option to Accept assignment.
