✓ Set team permissions

This article explains how team permissions let you delegate work while maintaining account security. Team members can be assigned roles with different levels of access, such as managing finances, hiring freelancers, or viewing reports. Permissions can be customized and adjusted as needed. - AI helped create this summary

When you have a whole team who need access to the account, Members & Permissions lets you delegate work while maintaining account security. 

When adding new team members from within your company, you can assign permissions based on their role and required access. For example, you might invite an internal recruiter to help source talent or grant an accounting team member access to generate weekly reports. 

These settings can be adjusted anytime to fit changing needs. Learn more about adding members or making changes to their permissions here. 

Whether you have one team or many, you can

• Share access to files, reports, and project progress
• Delegate freelancer communication and hiring
• Customize permissions and controls for the different team member roles

Breakdown of team permissions

Under Settings > Members & Permissions you can add team members and adjust permissions according to the following options:

Admin

Finance Admin: Accesses financial reports, exports customer reports, and approves budgets for hiring.

Account Admin: Sets up and edits the configuration for the Upwork account, can invite or remove team members and edit permissions, establishes APIs and integrations.

Hiring

Recruiter: Can post jobs, invite freelancers and agencies to interview, and review proposals. Cannot send offers and hire.

Hiring Manager: In addition to talent sourcing privileges, hiring managers can send offers and create contracts, track onboarding progress, and request approvals for hiring.

Team work diary access

Team work diary access: Can view time sheets, view individual and team work diaries, and create, view, and export reports.

Chat access

Team-only chat access: Can see and chat with everyone on the team.

Company-wide chat access: Can see and chat with everyone in the company, across all teams.

Contact person

Contact person: The main point of contact responsible for a freelancer's contract. By default, this is the person who hired the freelancer or agency, but you can set it to be anyone on your team who has Hiring Manager permissions.

 Note:

Admins and Hiring Managers on your team will receive a copy of the Weekly Billing Summary.