Manage your Partner Experts

The admin from your company will work with our team to get access to the partner portal and invite other team members. To start, the admin will sign up for an Upwork client account with the company email address (if you already have an account associated with your company, provide your Upwork representative the email address). We’ll add access to the partner portal to your Upwork account, then you can invite coworkers.

Once you’ve been provided access, log in to Upwork and choose your profile on the upper right corner. Select the Partner portal option.

Admins on the account can invite other team members to access the partner portal.

To add a coworker:

1. Choose your profile in the upper-right corner of your home page and select Invite a Coworker
2. Enter the email addresses of any team members you want to invite, add an optional message, and select Invite
3. They will receive an email invitation to join your partner account

Within the Partner Experts page, you can create use cases, which are specific scenarios related to using your product or service. Use cases allow you to deliver solutions to your customers alongside a list of experts who can help.

You can also offer your customers multiple ways to work with experts, including hourly contracts, fixed-priced projects, and consultations.

• Hourly contracts: This type of contract allows for flexibility in terms of work scope and time commitment for work that may vary in duration and complexity
• Fixed-price projects: These are predefined packages of work available for purchase for a set price, delivered within a specific timeframe.
• Consultations: These are one-time, 1-on-1 sessions to get expert advice

Add a use case

Add options to your Experts page by choosing the Create a new use case button. The name is public, so we suggest making it short and descriptive (for example: Graphic Design, Email Automation, Optimization & Analytics).

Add or change talent

You need at least 10 experts for your Partner Experts page. Choose Approved experts to see the experts that are currently featured on your page.

You can also search for more freelancers and add them to your use case:

1. Within the use case, select the three dots and choose Edit use case details. You can use the search bar and filters to find more results based on your criteria
2. Select Save changes and review the new list of freelancers
3. To approve or decline a freelancer for your Experts page, select the check mark or X next to their profile

When you search for freelancers, our algorithm uses both platform-generated data—such as the number of completed projects and client feedback—and freelancer-generated information, such as descriptions of their offered services.

From the search page, you can search by keyword.

Freelancers will stay on the page unless:

• You remove them
• They are suspended from Upwork because of a Terms of Service violation
• Their JSS drops below 80%
• They make their profile private

Freelancers are not notified when they are added or removed from your Experts page.

Remove talent:

1. Within your Experts page, select the use case for which the expert appears and find them in Approved experts
2. Select the X next to their profile. They will be moved to the declined experts tab

Remove a fixed-price project or consultation:

1. Find the consultation, or project within Experts page
2. Select the X to remove them from your page

Here, you can customize the page assets with a logo and branded image. A branded image and two versions of your company’s logo are required to publish your Experts page:

• Logo (light and dark theme)
  • File format: SVG
  • Maximum logo height: 24px
• Branded image
  • File format: JPG or PNG
  • Maximum file size: 10MB
  • Aspect ratio: 4:3

Updated images are reflected immediately on your Experts page.

Experts pages must meet the following requirements prior to publishing the page:

• Select a minimum of 10 experts to be featured on the page
• A branded image and two versions of your company’s logo are required to publish your Experts page.

• Logo (light and dark theme)
  • File format: SVG
  • Maximum logo height: 24px
• Branded image
  • File format: JPG or PNG
  • Maximum file size: 10MB
  • Aspect ratio: 4:3

To add a coworker, you must be the admin on the account.

1. Choose your profile at the upper-right corner and select Invite a Coworker
2. Enter the email addresses of any team members you want to invite, add an optional message, and select Invite. They will then receive an email invitation to join your partner account

Your invited coworkers will need to set up an Upwork client account (if they don’t already have one tied to their work email address) and will have the same permissions and capabilities.

Use cases help your customers quickly find experts to meet their talent needs by providing clear scenarios relevant to your product or service. By creating use cases that address your customers' most common pain points, you can deliver expert solutions that help customers have more successful experiences with your product.

1. Log in to your partner portal and select Experts page
2. Select a use case, then Approved experts to see the experts that are currently featured on your page

1. Log in to your partner portal and select Experts page
2. Under All use cases, select a use case
3. On the right side, select the three dots menu and choose Edit use case details
4. You can now search bar and filters to find more results based on your criteria
5. When you are ready to review the search results, select Save changes
6. You can know review and Cchoose the checkmark or X to add or declineremove freelancers, then select Save changes

Freelancers who are selected to be featured as experts on an Experts page must meet the following criteria to continue appearing on the page:

• Their freelancer account must be active (not suspended)
• A current Job Success Score (JSS) of 80% or higher for existing Upwork freelancers, or 0% for new freelancers you’ve brought to the platform
• Their profile must be public (not private)

Upwork’s talent badges highlight talent who have a history of successful work on Upwork or have demonstrated expertise. Learn more about talent badges here.

No, freelancers are not notified when they have been selected for an Experts page or removed.

Managing a certification process for your experts is not yet available in the partner portal. If you require freelancers to complete certification prior to being considered for your Experts page, you can work with the Upwork partnerships team to build, curate experts, and publish your Experts page.

The ability to invite experts to apply to be featured on your Experts page is not yet available.

To remove an expert:

• In your partner portal, select Experts page
• Select the use case for which the expert appears and find them in your approved experts
• Select the X next to their profile. They will be moved to declined experts

To remove a fixed-price project or consultation:

• In your partner portal, select Experts page
• Select Consultations or Fixed-price projects
• Find the consultation or project and select the X to remove them from your page

An expert may be removed from your Experts page because:

• Their Upwork account was suspended
• Their Job Success Score (JSS) falls below 80%
• They set their profile to private

Once you have selected your experts and uploaded your brand logo files, go to the page and use the toggle on the right-hand side to turn your page on.

After you’ve met the requirements and published your page, it is accessible immediately.

A branded image and two versions of your company’s logo are required to publish your Experts page.

• Logo (light and dark theme)
  • File format: SVG
  • Maximum logo height: 24px
• Branded image
  • File format: JPG or PNG
  • Maximum file size: 10MB
  • Aspect ratio: 4:3