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New Auto-Join Setting for Clients lets coworkers join company accounts at registration

Community Manager
Lena E Community Manager Member Since: Apr 7, 2015
1 of 6

We've recently rolled out some new features for Upwork clients to help their businesses grow and their teams work more intuitively on Upwork.  See the update on the new client My Jobs Dashboard we released earlier this month.

 

This week, we’re rolling out a feature for businesses to make it easier for clients to find their coworkers and collaborate with their team on a company account when registering for Upwork. There are many advantages to sharing a company account with your coworkers which make hiring, managing and communicating with freelancers much easier. Company accounts allow for transparency between coworkers allowing you to collaborate on hiring as well as share details on spending with combined reporting. You can find more information about company accounts in our Hiring Headquarters’ article: Guide to Creating a Company Account.

 

In the past, clients could only invite coworkers to their company accounts, which would then prompt their coworkers to create an Upwork account. This new feature will make this process more seamless by automatically recognizing new clients’ email addresses at registration, and suggest that they join an existing account created by their coworkers.

 

OLD EXPERIENCE:

OldMembershipPermisssions.png

 

 

NEW EXPERIENCE:

detectredirect.png

 

Existing clients who are admins on their accounts will have the option to enable the new auto-join setting which will allow for any coworkers with a matching business email address to join their company account automatically at registration.  Auto-join settings are available to all account owners with a verified business email address. Permissions can also be set for coworkers on the company account. These settings are all managed in a new section called Coworker Settings>Members & Permissions.

 

18-1107-detect&redirect-r2.gif

 

coworkersettings.png

 

Let us know if you have any questions!

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Active Member
Kam Rabiul H Member Since: Jan 12, 2019
2 of 6
 
Ace Contributor
Sehar A Member Since: Sep 4, 2018
3 of 6

Hi Lena,

Is a company client account different from a basic client account. If so, can a client open a client a/c + company a/c. or client has to delete his old basic client account.Or Client has to upgrade to plus a/c  to be able to use  the company a/c features.

Thanks.

Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
4 of 6

Hi Sehar,

 


1. Is a company client account different from a basic client account.


1. No, both terms are referring to the client account, which is one of the account types available on Upwork (Client, Freelancer and Agency account/profile/context). There is only one Client account on which by default you create one client company, so they are the same thing.

 

There is an option for clients to create multiple teams on a client account or create additional client accounts to facilitate additional companies

 

Some of the client account features and services are available to clients on the Basic membership plan while others are available to clients subscribed to advanced membership plans, like Plus, Business and Enterprise.

 

2. To your last question, creating a client company is by default available on all membership plans. Let us know if you need further guidance or advice.

Ace Contributor
Sehar A Member Since: Sep 4, 2018
5 of 6

Vladimir G wrote:

 


 


There is an option for clients to create multiple teams on a client account or create additional client accounts to facilitate additional companies

 

First of all thanks to clarify these client  accounts, Just one thing want to ask. If some one has to support big or too many companies can A client make 2 client accounts one as usual and second one additional to support additional companies In the above mentioned situation.Or a client account can be divided into additional parts to facilitate additional companies.

Thanks.

 


 

Moderator
Vladimir G Moderator Member Since: Oct 31, 2014
6 of 6

Hi Sehar,

 

That is correct, a user is allowed to create additional client accounts from Settings on their account as described in this articleEach company will be kept completely separate and the user will switch between them using a drop-down account menu.

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