Accept of Counterparty
Approve incoming counterparty requests to establish an official connection between organisations in PATtech.
Steps to Approve a Counterparty Request
-
Log in to your PATtech account.
-
If you have received a counterparty request, a notification will appear in your dashboard.
-
Click the notification to navigate directly to the Counterparty page.
OR
-
From the left navigation menu, click Counterparty to open the page manually.
-
Click on the Requests tab.
-
Review the list of Pending Requests.
-
Click Approve next to the organisation you wish to connect with.
-
Once approved:
- The request will disappear from the Requests tab.
- The organisation will appear under the Approved tab.
- The counterparty connection becomes active immediately.