Enable self-assign for vendors

Description

When activated, vendors 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.

Activate self-assign for vendors

Navigate to tools and settings > accounts and users > vendor center.

Select vendor of your choice and click on edit button.

Navigate to PROFILE :: TAX ID :: PASSWORD tab and check allow self-assign.

To complete configuration, select and configure accounts that allow vendors to utilize self-assign option.

Read more on how to activate self-assign option for customer accounts.

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.