To help you organize and manage the freelancers in your agency, we offer a range of different roles and permissions that you can assign.

Agency owners and admins can edit agency members' roles and permissions by going to SettingsMembers & Permissions.

Member Roles

  • Owner — This person is ultimately responsible for the agency. Only the owner can create additional teams within an agency. The owner is always an admin.
  • Admin — Can add, remove, and update agency members permissions. Admins also have full financial access and can buy more Connects.
  • Financial — Full access to the agency’s financial account, including payment methods, billing methods, and reports.
  • Business Manager — Can submit and manage team proposals and contracts for all your team members, as well as adjust Exclusive Freelancer profile rates and profile visibility. Can see agency time-based reports, including Weekly Summary.
  • Agency Freelancer — Does work on behalf of the agency. Can submit proposals, but can't accept/decline offers. Can see reports about their own work, but can't see their rates on their reports or contracts. Can see their profile rates unless a manager hides them via the roster settings.
    • Exclusive — Can only work on agency contracts.
    • Non-Exclusive — Can do work both for the agency and independently. The agency can only access their agency proposals and contracts.


  • Work Diary Access — Work Diaries are used to bill time on hourly contracts. Only the agency member hired can bill time to that contract through the Work Diary.
    • Full — View access to the Work Diaries for all agency contracts. Time-logging and Work Diary editing for their own contracts. Can see agency reports.
    • None — Can't see any agency Work Diaries or reports (unless their role gives additional reports access).
  • Chat Access — Clients can always contact their hired agency freelancers via messages. You can choose chat access levels within your agency.
    • No One — Can't send messages (via the website, desktop app, or mobile app) to anyone in the agency unless they've received a message from that person first.
    • Team Members — Can see and chat with anyone on the same team.
    • Company Members — Can see and chat with everyone in the agency, across all teams.

Was this article helpful?

120 out of 243 found this helpful
{"global":{"message":"We are currently looking into some reports about difficulties in receiving the code on mobile devices for fund withdrawals in the Philippines. Resolving this matter is our top priority and we will keep you updated as soon as possible.","icon":"info","start":"","end":""},"responsive":[{"message":"","country":"","usertype":"all","icon":"info","start":"","end":""},{"message":"","country":"All","usertype":"all","icon":"info","start":"","end":""}]}