Upwork’s Members & Permissions feature helps businesses securely manage account access for multiple internal users. Admins can assign roles like Finance Admin, Account Admin, Recruiter, and Hiring Manager, each with specific permissions. Teams can share files, manage freelancer interactions, and customize access levels for chats and work diaries to streamline collaboration and oversight.
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 roles based on their 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 roles
Under Settings > Members & Permissions you can add team members and adjust roles 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.
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.
Note:
Admins and Hiring Managers on your team will receive a copy of the Weekly Billing Summary.
Frequently Asked Questions
To safeguard your account, as a new user you’ll only be able to view freelancers, not hire. In most cases, someone from Upwork will reach out within one business day to help you change this, if you need to. If you need to change your permission setting, an admin on your account or our support team can help. Learn more about each permission here.