Sometimes you need to reorganize. You can move active contracts between teams without disrupting work on the contract.
Move a contract to a different team
First, let your freelancer know they’ll be moving teams and whether or not they will be communicating with somebody else from your company.
If you’re working in an Enterprise Compliance account, make sure you have the same amount (or less) of custom field values in the form. Adding more custom fields will trigger a manual compliance review, and you won’t be able to move the contract to another team yourself.
Important:
We can not issue refunds for work submitted and approved before the contract’s team changed. Because of this, we recommend waiting until work is submitted, approved, and you confirm no refunds are needed before moving the contract to a different team.
To move the contract:
- Go to Your active contracts and find the contract you need to move
- Choose the Contract details tab, then select the pencil icon
- Choose a new team from the dropdown options, then select Continue
- Fill out the form. If you’re working in an Enterprise Compliance account, make sure you have the same amount (or less) of custom field values in the form. Adding more custom fields will trigger a manual compliance review, and you won’t be able to move the contract to another team yourself
- Select Review team change and review the details carefully, then choose Submit
Other options
Rehire the freelancer into the new team — you can have multiple, simultaneous contracts
If you need to move a freelancer’s contract to a different account, you can do so by creating a new contract and closing out the old one.
- Get the email address associated with the person’s Upwork account
- Go to Settings › Members & Permissions
- Choose the new team in the selector:
- Select the Invite New User button
- Fill out the form
- Switch to the old team in the selector:
- Find the team member you want to remove
- Select the checkbox in the last column
- Choose Remove from Team
To keep a team member in both teams, skip step 4 above.
Frequently Asked Questions
To discover what team your talent is on, find their contract and go to the contract details tab. Freelancers may work under multiple teams, but this will show you what team this specific contract is on.
