There are two types of roles. On the one hand there is the owner and on the other the guest collaborator
The owner is the one who orders and validates the template design proposed by the guest collaborator
Both roles have their respective areas.
Owner role
Status of design requests
Within "Design requests" you can see the request created with its title, date and the assigned collaborator. There is also the status of the request.
- Sent
The request has been sent and is pending acceptance by the collaborator. - Started
The collaborator has received the invitation and has registered on the platform. - In Process
The collaborator has accepted the request. He/she starts working on the template design. - Pending validation
The collaborator has linked a proposal to the request. The owner must validate (reject or approve the template proposal). - Completed
The design has been approved, the submitted template is saved in "My Templates" and the request is finalised.
Validating proposal
To validate a proposal, the guest collaborator must first have attached a template to the request.
In the event that the proposal is not approved, the guest collaborator will receive an email informing him/her of the outcome and will have to resubmit a new proposal. This process would be repeated until the owner approves the proposal.
Throughout the process, both parties have a view of the request with information on the project, the status and the proposal submitted. They also have an activity module where the life of the project can be consulted and comments can be made.
Guest collaborator role
Status of design requests
As in the owner's view, the list of "Design Requests" with their title, date and applicant can also be viewed. There is also the status of the request.
Status
- Started
The collaborator has received the invitation and has registered on the platform. - In Process
The collaborator has accepted the request. He/she starts working on the template design. - Pending validation
The collaborator has linked a proposal to the request. The owner must validate (reject or approve the template proposal). - Completed
The design has been approved and the request is closed.
Creating templates
We recommend that you read the following article:
Attach template
When the work is completed, the template must be attached to the request. All that remains is to wait for the owner to validate the proposal.
In the event that the proposal is rejected, the guest collaborator must continue to submit proposals until the proposal is approved.
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