✓ Add or remove team members

To manage team members on your company’s Upwork client account, account owners or team admins can invite users, remove them (if not assigned to active contracts), or adjust their roles. These actions are done through the “Members & Permissions” section under Settings, using options to invite, edit roles, or remove team members as needed.

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 roles, 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 roles

To adjust an existing team member's role

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 roles you need to change
5. Select Confirm