1. From Operations drop down, select Invitations.
2. Select Subscription transfers tab.

3. In the Pending list, find the invitation, then select Accept.

4. The invitation needs to be related with a client in Client Management.
   

   
   
   If you already have this client set up in Client Management

   Select Yes and find your client in the Client dropdown list.
   Select Continue.

    

   
   
   If you don't have this client set up

   Select No and fill in the necessary information.
   Select Continue.

   
   
5. You'll be presented with a preview of your new monthly charges. Select Continue.
6. Review the terms and conditions. Then select the box next to I understand the consequences...

7. Select Accept invite.

8.  

   You'll receive a success message. 

    

   Select Close.

    

You will now see this client in your Clients and prospects list with the subscriptions owned by you in the client's product area.