Client organizations
Create a client before inviting its focal points.
YOUR WORKSPACE
Welcome to YPN
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ADMINISTRATION
Prepare your network
Invite your team and client contacts. No project or financial sample records are loaded.
Add an account
Prepare the person first. Send the invitation from the register when ready.
CLIENT RELATIONSHIPS
Contract access
Create contract records and link them only to contacts in the same organization.
Add a contract record
Contract metadata and access only; PDF attachment and full delivery workspaces will follow.
Grant client access
Contacts in this contract's organization can be linked before their invitation is sent.
SHARED VIEW
Organizations and contracts
Records available to your account.
Organizations 0
Contracts 0
PROJECT REGISTER
Projects
Authorized projects in one list, up to nine per page. Delivery workspaces and files are not in this release.
Find projects
↧ Export PDF
＋ Create a project record
Create only a real project when its client and owner are confirmed. No sample projects are loaded.
ACCESS REGISTER
Team and client contacts
Invitation emails are sent only when you choose Send invitation.