As the Okappy network grows, it is more likely that a company you are setting up will already be on the Okappy platform.

If you are adding a connection. Whether it’s a customer, subcontractor or employee; if the email has already been used on Okappy then you will need to connect to that company rather than set it up again as the system won’t allow you to duplicate it.

To connect to an existing company on Okappy, follow the steps below:

When logged into your web portal, you can add a connection by clicking the connections icon towards the top right of the screen or from within a job.

See the following articles for more information

• Connecting to customers or subcontractors
• Information visibility (what does your customer or subcontractor see)

If the email has been used, then you the following alert will be shown

Click view and connect to confirm the details of the company on Okappy

If that is the correct company, then click the Connect button.

Check whether the company is going to be added as your customer and/or your subcontractor.

You can also add a message which will be sent to your connection.

Click Send request to send your connection request.

If you are adding the company as a customer, you can start doing work for them immediately. If you are adding the connection as a subcontractor then you can start assigning work to them until they have accepted your invitation.