Upwork lets account owners and team admins manage client accounts by inviting, removing, or adjusting roles of team members. This allows organizations to collaborate effectively on freelancer projects while maintaining proper access and permissions control.
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
- Go to Account settings (desktop) or Settings (mobile app) > Members & Permissions
- Choose Invite Members
- Fill out the form to assign the appropriate roles for the team member’s role
- Select Invite
Remove
To remove someone from your team
- 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)
- Go to Account settings (desktop) or Settings (mobile app) > Members & Permissions
- Find the team member you wish to update and select View user details from the (...) menu
- To remove from a specific team, select Remove from team from the (...) menu
- To remove from all teams (the whole company account), Select Remove member and then select Confirm
Adjust roles
To adjust an existing team member's roles
- Go to Account settings (desktop) or Settings (mobile app) > Members & Permissions
- Find the team member you wish to update and select View user details from the (...) menu
- In the team where the member’s roles need updated, select Edit member roles from the (...) menu
- Adjust any roles you need to change
- Select Confirm