Authorising a connection request
With Okappy you can connect to your customers and subcontractors. Send and receive work and share the status of that work as it’s updated in real-time by your engineer
In order to send or receive work you need to authorise the connection.You can do this by clicking the Accept invitation button on the invite email you should have received.
If you haven’t received the email (check the email address or spam folders), then you can also authorise the connection when logged into Okappy.
Read on to find out how to authorise a connection when logged into Okappy.
Authorising connection requests on the web
To authorise a connection when logged into Okappy on the web.
- Click the Connections icon towards the top right of the screen
- If the request was from a customer, then choose Customers.
- If the request was from a subcontractor, choose Subcontractors
- Find the relevant company using the filter
- Click the Authorise button
Once authorised, customers can assign jobs to subcontractors.
Authorising connection requests from the mobile app
To authorise a connection from the iOS or Android app
- Click the Messages icon
- Click the + Plus icon on iOS, or the Okappy icon on Android
- View Customers or Subcontractors depending on who has sent the invite
- Find the company
- Click Authorise
Once authorised, customers can assign jobs to subcontractors.
For further information
For further information search in our support pages or forum