May 27, 2021 06:13:23 AM by Laura H
Hey there!
So, I have this group of people that have Upwork profiles. I would like to create an agency, but we would like to know who can see what. What kind of info owners/managers have access to, and what kind of info freelancers see? Agency clients would hire the agency or would they hire directly with the freelancers? Who bids for the projects, the owner of the agency, or the freelancer? Would the freelancers be able to see the amounts we are bidding on? Or if the freelancers are the ones bidding, would the owner be able to see how much they are bidding for an agency job?
Thank you!
This is really confusing and I haven't found any specific post on this!
Solved! Go to Solution.
May 27, 2021 07:02:53 AM Edited May 27, 2021 07:03:31 AM by Aleksandar D
Hi Laura,
To create an agency, you can go to Settings > Contact Info, click on the button 'New Agency Account' and follow the steps.
Business managers can submit a proposal on behalf of any agency member. They can edit or withdraw all agency proposals and accept or decline all offers. Agency members can also submit proposals themselves, which will be binding on the agency. All proposals will draw from the agency's collective Connects balance.
Contracts with the agency are created at the individual freelancer profile level, even while agency contract earnings roll up to the agency.
Regarding roles and permissions, Agency owners and admins can edit agency members' roles and permissions by going to Settings > Members & Permissions.
Member roles:
Permissions:
I suggest that you check out these helpful articles for more information about agencies and how they work on Upwork.
Thank you.
May 27, 2021 07:02:53 AM Edited May 27, 2021 07:03:31 AM by Aleksandar D
Hi Laura,
To create an agency, you can go to Settings > Contact Info, click on the button 'New Agency Account' and follow the steps.
Business managers can submit a proposal on behalf of any agency member. They can edit or withdraw all agency proposals and accept or decline all offers. Agency members can also submit proposals themselves, which will be binding on the agency. All proposals will draw from the agency's collective Connects balance.
Contracts with the agency are created at the individual freelancer profile level, even while agency contract earnings roll up to the agency.
Regarding roles and permissions, Agency owners and admins can edit agency members' roles and permissions by going to Settings > Members & Permissions.
Member roles:
Permissions:
I suggest that you check out these helpful articles for more information about agencies and how they work on Upwork.
Thank you.
May 27, 2021 07:06:32 AM by Laura H
THANK YOU ♥
I really appreciate your answer. You covered pretty much all of my doubts!
Laura.