Step 1: Navigate to the Projects Tab
Go to the Projects tab in your system.
Select the specific project you want to connect with specific agencies.
Step 2: Access the Agencies Tab
Within the selected project, navigate to the Agencies tab.
Here, restrict specific agencies associated with this project.
Step 3: Restrict Agencies
To remove an agency from receiving requisitions for that project, select the agency and check the box next to 'Restrict'.
Step 4: Configure Email Notifications
Change the email override for the selected agency.
This determines where requisition notifications will be sent for this project.
Step 5: Set Markup Adjustments
You can set a markup adjustment specific to this agency for the project.
Step 6: Modify Invoicing and Payment Terms
Change invoicing details and payment terms specific to the agency.
Step 7: Adjust Rate Uplifts
Modify rate uplifts that are specific to this agency from the pop-up from the 'Rates' tab within the pop-up.