Jul 30, 2021 12:43:13 PM by Soumia C
Hello,
we would like to create an agency profile and would like to have a business manager in front of our clients. He/she would then dispatch the tasks to the team. Is it possible to do so on upwork ? if so please how?
Solved! Go to Solution.
Jul 30, 2021 01:38:36 PM by Nikola S
Hi Soumia,
Thank you for reaching out to us. I would like to let you know that it is possible to have a Business Manager. They can submit and manage team proposals and contracts for all your team members, adjust Exclusive Freelancer profile rates and profile visibility. Can see agency time-based reports, including Weekly Summary.
As an agency owner you can edit agency members' roles and permissions by going to Settings › Members & Permissions. You can find more information in this help article.
Jul 30, 2021 01:38:36 PM by Nikola S
Hi Soumia,
Thank you for reaching out to us. I would like to let you know that it is possible to have a Business Manager. They can submit and manage team proposals and contracts for all your team members, adjust Exclusive Freelancer profile rates and profile visibility. Can see agency time-based reports, including Weekly Summary.
As an agency owner you can edit agency members' roles and permissions by going to Settings › Members & Permissions. You can find more information in this help article.
Jul 31, 2021 08:30:28 AM by Soumia C
Hi Nikola,
thank you very much for your answer, you've been very helpful 🙂
All the best,
Soumia