Assignees & rates

Assign owners per stage and override partner rates.

You can assign each line item to a specific stakeholder for different stages of its lifecycle. The assignee is emailed every time the line item’s status changes. Assignees can be set at the product level or overridden per line item.

Select the Pencil icon on a line item row to edit its assignee, partner rate or fulfilment cost (when there’s a third-party).