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Agency owners with an Agency Plus plan can invite new team members, assign roles, and manage permissions under Members & Permissions. To remove someone, close their contracts first, then update their status or permissions. Freelancers' accounts remain private—never request access to their personal credentials.


 

It’s natural for agencies to grow over time, or for relationships with members to come to an end. You can add team members to your agency at any time as long as you have an Agency Plus membership.

To add someone to your agency

  1. Go to Account settings (desktop) or Settings (mobile app) > Members & Permissions
  2. Select Invite a New User and fill in the form, including choosing roles and permissions
  3. Select Invite User to send the freelancer a request to join your team, which they can accept or decline

To remove someone from your agency or change their permissions

  1. Close out all of the user's current contracts and proposals
  2. Go to Account settings (desktop) or Settings (mobile app) > Members & Permissions
  3. Select the Remove from Team checkbox for the correct user or adjust their permissions
  4. Select the Update Permissions button

Reminder: Agency members’ accounts are their personal accounts and must remain private. As an agency owner, you can manage your agency members using the tools available in the agency settings. You should never request or attempt to access a freelancer's personal account credentials, as this violates Upwork’s Terms of Service.

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