Nov 12, 2019 10:20:43 PM by Joseph R
As you know, a client can create multiple "client accounts" linked to a single Upwork login. We use this because we have a few different customers that we hire on behalf of because it allows us to keep things more organized and use different billing information per "client account". It's clear that these accounts are all managed by us since they're linked, but when we post a job, it uses only the stats of that client account, which hurts our hiring capabilities. For example, we have one client account with years of history and many hirings, and another with only one hiring over a couple of years. When we post a job we expect to show our hiring percentage and rating from all of our "client accounts" but it separates it as if a "client account" is separate in every way.
Upwork - can you change this or give us the option to enable combine stats?
Solved! Go to Solution.
Nov 12, 2019 10:29:51 PM by Petra R
The feature you need is "Teams" rather than different client accounts.
With Teams you can use different billing methods and so on, but it's still under that one client account with the combined stats.
Nov 12, 2019 10:27:24 PM by Avery O
I appreciate that you took the time to post your suggestion here, Joseph.
Please know that this is designed as such because the different client accounts are treated as different entities/companies. Doing so helps clients separate reports, financial information, etc., among other things that may help them file their taxes, or separate one company/entity from the other. I hope you understand.
Just the same, I will be happy to forward your request to the team for their consideration.
Nov 12, 2019 10:29:51 PM by Petra R
The feature you need is "Teams" rather than different client accounts.
With Teams you can use different billing methods and so on, but it's still under that one client account with the combined stats.
Nov 12, 2019 10:52:21 PM by Joseph R
Thank you - I hadn't seen this option before - this solves the issue.
One thing to note for anyone else that reads this is that the Teams feature is only available on paid plans and not on the basic/free plan.