Requests

People pick their own catalogs from their department’s menu. When they want one that isn’t on it, or they need a seat for someone new, they ask, and it lands here. You also see open requests under Waiting on you on the Firm overview.

How a catalog request works

Resolving a request closes it and lets the person know. It doesn’t grant anything by itself. To give someone a catalog, add it to their department’s menu on Team first, then resolve.

If the catalog is already on their menu, the request says so, and they can turn it on themselves.

Seat requests

Seats are added by CRE Agents. When someone asks for a seat, message us from the request (or from Your plan) and we’ll change your plan.

Nothing waiting. Open, Resolved and Declined each have their own tab.

Next steps

Team and seatsSet a department's catalog menu.

Your plan and creditsWhen you need more seats.