Hello Upwork Community,
We have a handful of Agency members. We'd like the Agency Owner and one of the Business Managers to be automatically added to all proposal chats. Can anyone explain how to do this? We can do it manually, but we're looking for an automated solution.
Also, if there's a help article that I somehow missed, please feel free to direct me there.
ADDENDUM: We are currently submitting proposals from the Agency Owner account. We have 2 business managers. The Business Manager who submitted the proposal can see the chats between the Owner and the Client, which is great. But the other Business Manager cannot; he has to be added manually. This is the issue I'm trying to resolve (BOTH business managers should be able to see the chats).
Unfortunately, at the moment we don't have an option for automatically to add the agency manages to the message rooms.
However, thank you for your feedback, I will share it with our team.