It’s natural for agencies to grow over time, or for relationships with members to come to an end.
To add team members to your agency, you will need to upgrade to an Agency Plus membership.
To add someone to your agency
- Go to Settings › Members & Permissions
- Select Invite a New User and fill in the form, including choosing roles and permissions
- 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
- Close out all of the user's current contracts and proposals
- Go to Settings › Members & Permissions
- Select the Remove from Team checkbox for the correct user or adjust their permissions
- Select the Update Permissions button