✓ Add or remove team members

This article explains how to manage team members on a client account, including how to invite or remove people from a team, adjust a team member’s permissions, or change the contact person for a contract. - AI helped create this summary

Sometimes multiple people in your organization need to work with freelancers on different projects, or play different roles in the freelancer search process. To coordinate these needs, you can have multiple team members on your company’s client account.

To add or remove team members or adjust their permissions, you must be an account owner or team admin, and you cannot remove team members who are the contact person for active contracts.

Invite team members   

To invite a new user to your team

1. Go to Settings > Members & Permissions
2. Choose Invite New User
3. Fill out the form to assign the appropriate permissions for the team member’s role
4. Select Invite

Remove

To remove someone from your team

1. Make sure the person is not the contact person on any active contracts. (You cannot remove them until they are no longer the contact person or the contract is closed)
2. Go to Settings > Members & Permissions
3. Find the team member you wish to update and select View user details from the (...) menu
4. Select Remove member and then select Confirm

Adjust permissions

To adjust an existing team member's permissions

1. Go to Settings > Members & Permissions
2. Find the team member you wish to update and select View user details from the (...) menu
3. In the team where the member’s roles need updated, select Edit member roles from the (...) menu
4. Adjust any permissions you need to change
5. Select Confirm

Change contact person

The contact person is the main person responsible for the freelancer on the contract. By default, this is the person who hired the freelancer, but you can change it to a different team member as long as they have Hiring Manager permissions. 

To make the change

1. Go to All contracts to find and view the contract
2. In the Contract details tab, select the current contact person’s name
3. Choose a new contact team member from the available dropdown options
4. Select Save changes