Manage your team's roles on Upwork. Learn available roles for Basic and Business Plus plans, their permissions, and how to assign or edit roles.
What are team roles?
With Business Plus, clients like you can assign roles that give teammates the right access for specific work duties—like sourcing talent or generating accounting reports—to delegate work while maintaining account security.
With team roles, you can:
- Share access to files, reports, and project progress
- Delegate freelancer communication and hiring
- Customize permissions and controls for different team member roles
What team roles are available on the free, Basic plan?
All team members will automatically have the Hiring manager role, which includes the following permissions:
- Post jobs and review proposals
- Invite, shortlist, and interview freelancers
- Send offers and create contracts
- View timesheets, individual and team work diaries
- Create, view, and export reports
- Chat and access any company chat room
- View company address book
What team roles and permissions are available for Business Plus?
With the Business Plus plan, each team member can be assigned a role that comes with specific permissions.
Here’s how they stack up:
Team Member Permissions by Role
-
Messenger
- Chat and access any company room
- View company address book
-
Recruiter — Messenger permissions, plus:
- Post jobs and review proposals
- Invite, shortlist, and interview freelancers
-
Hiring manager — Messenger and recruiter permissions, plus:
- Send and review offers; create contracts
- View time sheets, individual and team work diaries
- Create, view, and export reports
- Fund milestones
Note: If the primary billing method is declined or inactive, the company owner or a team member with Finance permissions must update it before the Hiring Manager can fund a milestone. Hiring Managers need Finance permissions to view or edit billing methods.
-
Finance admin — Messenger permissions, plus:
- Access account financial reports
- Manage budgets and invoices
- Create, view, and export reports
- View time sheets, individual and team work diaries
-
Account admin — Messenger permissions, plus:
- Configure Upwork account
- Establish APIs and integrations
- Access account financial reports (Note: This access is company-wide and extends across all sub-teams)
- Manage memberships and assign roles
- View time sheets, individual and team work diaries
- Create, view, and export reports
-
API key manager
- Generate and manage company API keys
Notes:
- Admins and Hiring Managers on your team will receive a copy of the weekly billing summary
- Hiring Managers don’t need to post duplicate jobs to interview freelancers for the same position. If they’re assigned the Recruiter role, they can review proposals and interview freelancers on jobs within their team.