Feb 9, 2018 04:15:11 PM Edited Feb 9, 2018 04:24:47 PM by Valeria K
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**
Feb 9, 2018 04:27:28 PM by Valeria K
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.
Feb 12, 2018 04:19:30 AM by John A
As you can see on the screen shot I selected the team and there are members on the team but it still shows null.
Feb 12, 2018 04:32:41 AM by Goran V
Hi John,
One of our team members will contact your directly and assist you further.
Aug 14, 2020 12:43:40 PM by Carlyn Ann I
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
Aug 14, 2020 01:38:48 PM by Andrea G
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.
Aug 14, 2020 01:48:36 PM by Carlyn Ann I
Aug 14, 2020 01:51:45 PM by Carlyn Ann I
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?
Aug 14, 2020 03:06:24 PM by Andrea G
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.
Aug 14, 2020 03:27:36 PM by Carlyn Ann I