Learn how to set up agency member roles and permissions, including owner, admin, and team settings, to manage access and responsibilities effectively.
In this article
- How do I set up roles and permissions for my agency members?
- What roles and permissions are available for agency members?
How do I set up roles and permissions for my agency members?
Agency owners and admins can edit member roles by:
- Go to Account settings (desktop) or Settings (mobile app) > Teams & Members
Note:
Only Agency Owners and Account Admins can edit roster settings for exclusive members, such as hourly rates, profile visibility, and earnings privacy. If a field is grayed out, you need Account Admin permissions to make updates.
What roles and permissions are available for agency members?
Member roles:
| Roles | Permissions |
|---|---|
|
Agency manager Extends offers, creates contracts, and tracks onboarding progress |
|
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Finance admin Accesses account reports and manages budgets |
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Account admin Sets up the configuration for the Upwork account |
|
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Team work diary access Accesses work diary reports |
|
|
Team-only chat access Collaborates with members of a specific team |
|
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Company-wide chat access Collaborates with any member of the company |
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API Key Manager Allows create and update API key on behalf of the organization |
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Exclusive agency contractor Permanent freelancers engaged full-time with your agency |
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