# Connect with a partner and assign clients

Coordinate client integration work between an accounting firm and a system integrator. You need access to Partnerships and permission to assign the relevant clients.

**Partnerships** is in accounting-firm and system-integrator workspaces. An accounting firm requests a system integrator and assigns clients; a system integrator sees the connections and clients assigned to it.

## Step 1: Request a connection

Open **Partnerships** in the **Client Portal**. Use **Contact support** or **Create request** when available to describe the countries, sending systems and client work you need help with.

If the page shows **Go to Certification**, complete that requirement before requesting the gated service. The connection is arranged through support; entering a requirement does not immediately activate access to another workspace.

## Step 2: Check the connection status

Review **Open requests** and **Assigned connections**. A **Pending** request is still awaiting fulfillment or assignment. Confirm the intended connected workspace before adding clients.

An **Active** connection is available for the agreed work. **Suspended**, **Revoked** or **Replaced** connections should not be treated as active access.

## Step 3: Assign the client

On the intended connection, choose **Assign client**. Select one of your available managed clients, review the selection and choose **Assign**.

You should see the client under the connected workspace. This shares the selected client for the partnership; it does not assign every client in your workspace.

## Step 4: Review or remove an assignment

Use **View details** to review a connection and **Edit details** when its requirements change. To stop sharing one client, choose **Remove client**, read the confirmation and select **Unassign** for that client.

Unassigning clears that client’s integration requirements from the connection. Confirm the effect with the people responsible for the integration before changing an active assignment.

## If something goes wrong

**No clients are available to assign:** check that you manage the client and that it is not already assigned in the relevant connection.

**A request stays pending:** open the existing support request with its reference rather than creating duplicate requests.

**The integrator cannot see the client:** check both the connection’s status and the individual client assignment.

Next, [review client access](https://docs.complyance.io/partner-platform/clients/) for the people who will operate the client workspace.

Source: https://docs.complyance.io/partner-platform/partnerships/