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John's avatar
John A Community Member

I can not assign a team member to a proposal.

I can not assign a team member to a proposal.

 

I created a team and added members on it. But when I tried to submit a proposal and choose the team it shows "Null".

 

Need help.

 **Edited for Community Guidelines**

 

9 REPLIES 9
Valeria's avatar
Valeria K Community Member

Hi John,

 

Please, make sure that you've selected a team you have added agency members to. Also, the agency member has to have an approved profile.

~ Valeria
Upwork
John's avatar
John A Community Member

As you can see on the screen shot I selected the team and there are members on the team but it still shows null.

 

 

Goran's avatar
Goran V Retired Team Member

Hi John,

One of our team members will contact your directly and assist you further.

~ Goran
Upwork
Carlyn Ann's avatar
Carlyn Ann I Community Member

Hi!

 

I'm having the same problem in my agency account. I have 4 non exclusive members under my agency account but I can only assign a proposal to only one them. Let me know what to do about this. Thank you!

 

Sincerely,

Carlyn

Andrea's avatar
Andrea G Community Manager

Hi Carlyn Ann,

 

Please note that, in order to be able to send proposals on behalf of the agency, an agency member's profile needs to be approved.

 

~Andrea
Carlyn Ann's avatar
Carlyn Ann I Community Member

Does it mean that even if he/she is an exclusive member of an Agency,
he/she won't be able to work unless his/her account is approved?

I thought one's account gets approved once invited to an agency, since they
will only be working as part of an agency and not as an individual
freelancer.
Carlyn Ann's avatar
Carlyn Ann I Community Member

Hi Andrea,

 

Sorry, my question above is wrong. I tagged them as exclusive members.

 

I cannot assign proposal to an exclusive member.

 

Does it mean that even if he/she is an exclusive member of an Agency, he/she won't be able to work unless his/her account is approved?

 
I thought one's account gets approved once invited to an agency, since they will only be working as part of an agency and not as an individual freelancer.
Andrea's avatar
Andrea G Community Manager

That's right, even if the freelancer is an exclusive member of an agency, they will still need to go through the normal profile review and approval process. They will only be able to send proposals and have proposals sent on their behalf if their profiles are approved.

~Andrea
Carlyn Ann's avatar
Carlyn Ann I Community Member

Thank you. All clear now.

I wonder why though my colleague cannot get her account approved. I think
she tried twice. We almost have the same skill sets and she even has a
masters degree. Teaming up in upwork is one of our goal in making an agency.

Anyway, I will ask her again to revisit her profile and get back to you.

Sincerely,
Carlyn
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