Getting things ready for youβ¦
YPN PULSE Β· ADMIN
Publish one clear story to the right people without interrupting their work.
Audience protected.Only the selected workspace group will receive this update.
LET'S BUILD THE PROJECT
Six focused steps, with the right details at the right time. You can go back whenever you need.
Optional Β· start with a governorate, then choose a matching partner and contact.
Partners will be filtered by the selected governorate.
Optional Β· select the required items and set a quantity for each.
Use roles such as Engineer or Beneficiary, not private names. Add the questions that belong to each person.
Optional Β· link existing reusable documents now. The project stores references only; files are not duplicated.
Optional Β· select only the documents required for delivery.
Your organization is identified automatically.Internal assignment and financial fields remain hidden.
CLIENT REQUEST REVIEW
Request details
Client brief preserved.After approval it moves to Projects, while the original request remains in the activity history.
ADMIN Β· CONTRACT CONTROL
Define the financial record, client access, procurement visibility, and source document together.
Admin-controlled record.Access changes are reflected in each user workspace.
Only an unused draft can be deleted.
Check the exact contract reference.Active or closed contracts, linked projects, invoices, child POs, amendments or recorded financial activity cannot be deleted. This local preview does not erase a live server record.
CONTRACT VERSION CONTROL
PO revision timeline
Original versions are preserved.The main contract record always reflects the latest approved values.
ADMIN Β· BILLING
Letβs build a clear, client-ready invoice together. You can review everything before saving.
Choose the project and tell us whether this is a progress invoice or the final one.
The invoice number is handled for you. Confirm the recipient and dates before moving on.
Add each service or deliverable separately. Totals update while you type.
Choose the receiving account, add any helpful note, and decide when the client can see it.
Take one last look. Go back to any step if something needs a quick change.
βReady when you are. Saving keeps the invoice editable and applies the current client visibility choice.
Start with the project.Weβll carry its client and contract details into the next steps.
ADMIN Β· PAYMENT SETTINGS
Save an encrypted company receivable draft. Invoice selection requires independent verification and is not enabled yet.
Admin-only settings.This draft is not verified and cannot be inserted into an invoice yet.
ADMIN Β· INVOICE AUTHORIZATION
Save the authorized signatory once. These details are applied automatically to every future invoice.
Admin-controlled setting.Changing it affects invoices exported after the update.
PROJECT CONVERSATION
Project details
YPN Β· INTERNAL PRODUCTION WORKSPACE
Private execution tasks, working files, and internal updates.
Internal by default.Nothing in this room reaches the client unless a YPN focal point publishes a separate client update.
YPN Β· REUSABLE ASSET LIBRARY
Upload a blank template once, then link it to projects without creating duplicate copies.
Reference, not duplication.Projects store only this document ID. Updating a version does not create another project copy.
SHARED BRAND IDENTITY
Share approved documents, logos, fonts and closing-card packages inside this client's private identity pool.
Client-private source.Moving an item to Asset Library creates a controlled operational copy; this source and its history remain unchanged.
BRAND IDENTITY STRUCTURE
Group related identity and visibility materials without duplicating files.
Organization-specific.This category is available only inside the selected client's Brand Identity Hub.
IMMUTABLE ACTIVITY
Uploader, changes, archive actions, restoration, and Asset Library transfers.
History is retained.Archived source records remain traceable and can be restored.
BRAND ASSET PREVIEW
Click anywhere to close
This removes the uploaded source from the shared pool.
This cannot be restored.A deletion event remains available in Recent history.
ADMIN Β· ASSET LIBRARY CONTROL
This permanently removes the reusable library record.
Only unused records can be deleted.Documents already linked to projects or required by a field template must be archived instead so existing references remain intact.
IMPORTANT PROJECT DOCUMENTS
Choose reusable documents for this delivery team.
Controlled downloads.Team access ends when the project becomes Delivered or Closed. Managers keep the internal archive.
PINNED TEAM ANNOUNCEMENT
Keep essential client feedback visible to the active production team. Never include private or financial information.
INTERNAL TASK ASSIGNMENT
Choose an active provider account and assign deliverables that match their enabled capabilities.
Blank templates are linked from Asset Library. Completed forms and personal information stay inside this project and never enter team chat.
Least-privilege assignment.The provider receives these tasks onlyβno contract, budget, invoice, or unrelated project access.
DELIVERY CONTINUITY
Record a withdrawal, remove an unstarted assignment, or transfer only the remaining scope.
History is preserved.The directory profile is not changed; this action applies only to the selected project assignment.
CLIENT-SAFE PUBLISHING
Create a concise update from approved information. Internal comments, drafts, and working files remain private.
Preview the boundary.Only the title, summary, selected approved items, and optional client delivery link will be published.
SHARED PROJECT BRIEF
Changes are shared with authorized project participants.
Start with a governorate, then choose a matching partner and contact.
Every important edit is recorded.The administrator, client focal point, and assigned YPN focal point receive an update.
ADMIN Β· ACCOUNT SETTINGS
Create a login and apply its role and permanent permissions.
The account name and sign-in identity used across projects and approvals.
Choose the account type, status, and permanent access boundaries.
Keep an internal reason and prepare an invitation or password reset when needed.
History-safe access control.Removing sign-in access never deletes project, approval, or financial history.
ADMIN Β· ACCESS CONTROL
This user will no longer be able to sign in.
The login and permissions will be removed.Projects, comments, invoices, and directory history will remain intact for audit and reporting.
ADMIN Β· CLIENT CONTACT
Edit the permanent contact record, optional sign-in access, and assigned-PO scope.
A neutral person icon is used until a portrait is uploaded by the administrator or profile owner.
Only active POs appear here. Shared Pool access is automatic; assigned POs can be changed.
Record changes are logged.Former contacts remain available in historical projects and reports.
ADMIN Β· CLIENT SETUP
Create the organization once, then reuse it across focal points, LTAs, POs, projects, and invoices.
The standard organization icon remains visible until an administrator uploads an approved logo.
Reusable client record.The organization becomes available everywhere after saving.
ADMIN Β· CONTACT DATABASE
Create a reusable contact under an existing organization. No project or contract is required.
Permanent organization contact.You can link this person to projects, POs, or an account at any later stage.
IMPLEMENTING PARTNER MASTER DATA
Create the organization once, then reuse its locations and contacts across projects for any client.
This master record is independent from any one client and can be reused across organizations.
Add only the governorates where this partner can coordinate field work.
Reusable coordination reference.Client use and Project Sector are recorded from each project, not owned by the partner record.
ADMIN Β· PARTNER VERIFICATION
Confirm the organization, operating locations, and coordination contacts before this record becomes reusable across the system.
Organization identityConfirm the legal or commonly recognized name and check for duplicates.
Operational governoratesConfirm that every saved location is relevant to field coordination.
Contact peopleCheck names and phone numbers before making them reusable.
Administrator approval is final.Only verified records become reusable by other projects and client organizations.
YPN Β· TALENT & SUPPLIER DATABASE
Create the operational profile and prepare secure sign-in access for future internal project assignments.
A production avatar appears by default. The freelancer can replace it with a portrait, or a vendor can upload a company logo.
One shared operational profile.Update your availability, contacts, coverage, services, equipment, portfolio, identity document, and payment details here. Protected changes are sent to YPN for review.
Add a known availability window. Leave dates blank when the current status has no fixed end.
Select every service this person or company can provide.
Internal execution access only.No contracts, invoices, client budgets, or unassigned projects are exposed.
PRE-PROJECT FIELD CLEARANCE
Choose a ready team, review the minimum client-facing data, then send the structured sheet for administrator approval.
Search and filter the shared directory. Selected members remain in the draft even when a filter hides them.
Final alignment is preserved even when portrait and ID-image proportions differ.
Minimum necessary data only.No banking, performance, internal notes, or reusable signature files are exposed.
ADMIN Β· CONTROLLED AMENDMENT
The current approved version will remain in the approval history.
The approved snapshot will be retained before editing begins.The amended document must be submitted and approved again before a new final PDF can be exported.
ADMIN Β· FIELD MISSION CONTROL
This removes the current draft or approved sheet from the workspace.
The sheet and its retained approval versions will be removed from this workspace.It will no longer be available for review or export. A short deletion event remains in the activity trail.
DIRECTORY QUICK VIEW
Complete authorized information for this record.
View mode only.Use Manage on the main card when you need to change this record.
ADMIN Β· PROJECT CONTROL
This removes the project from all linked workspaces.
This action affects the client and assigned YPN focal point.A deletion notice will remain in the activity and notification history.
PRIVATE MESSAGE Β· YOUR ACCOUNT
This cannot be restored to your inbox.
Only your copy is removed.The other participant keeps their conversation. A future reply will start a new thread for you, without restoring this history.
YPN Β· QUALITY CLOSEOUT
Turn the completed quality cycle into one clear, Dropbox-ready project record.
Project data is carried in automatically.QA confirms the completed work instead of copying the original brief.
PROJECT MOVEMENT
Project name
PERSONAL PROFILE
Your profile appears only where it helps people recognize who owns a task, update, or approval.
Role and permissions are protected.Only an administrator can change access to contracts, invoices, and client records.
Changes appear across project ownership, updates, and approvals.
ADMIN Β· COMPANY BRANDING
Manage the shared company logo and compact browser icon from one protected setting.
LIVE PREVIEW
One identity, everywhere.The same logo and browser icon appear for Admin, Focal Point, QA, Finance, production members, and the access gateway.
Shared identity is saved securely for the workspace and access gateway.
Change saved successfully.
