In Client Management, select Invitations.

1. Select Subscription transfers.

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

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

If you already have this client set up in Client Management:

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

If you don't have this client set up:

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

You'll be presented with a preview of your new monthly charges. Select Continue.

1. Review the terms and conditions. Then select the box next to I understand the consequences...

2. Select Accept invite.

3. 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.