Accept of Counterparty

Approve incoming counterparty requests to establish an official connection between organisations in PATtech.

Steps to Approve a Counterparty Request

  1. Log in to your PATtech account.

  2. If you have received a counterparty request, a notification will appear in your dashboard.

  3. Click the notification to navigate directly to the Counterparty page.

    OR

  4. From the left navigation menu, click Counterparty to open the page manually.

  5. Click on the Requests tab.

  6. Review the list of Pending Requests.

  7. Click Approve next to the organisation you wish to connect with.

  8. Once approved:

    • The request will disappear from the Requests tab.
    • The organisation will appear under the Approved tab.
    • The counterparty connection becomes active immediately.

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