How Do I Manage My Team?

<p>If you have a Small or Large Business Provider Account, or an Employer account, you can add users to your account through the Team feature.  You can assign these additional users roles to assist with management of the account as well as individual jobs.  For more information about team accounts, please click <a href="http://help.elance.com/forums/30969/entries/34176">here</a>.  </p> <h3 style="margin-top: 11px; margin-right: 0px; margin-bottom: 0px; margin-left: 1px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; font-size: 1.2em; color: #555555; clear: left; "> <p>Adding Members to Your Team</p> </h3> <p style="margin-top: 0px; margin-right: 0px; margin-bottom: 6px; margin-left: 0px; padding-top: 1px; padding-right: 0px; padding-bottom: 1px; padding-left: 0px; color: #333333; line-height: 1.4em; clear: left; font-size: 1em; text-align: left; ">To add new team members to your account, log in to your Elance account and follow the steps below:</p> <ol style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 5px; padding-right: 0px; padding-bottom: 5px; padding-left: 36px; "> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click the 'Manage' tab from the top navigation  bar</li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click the 'Team' link in the second row of the navigation bar</li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click the 'Add Team Member' link on the bottom of the page (note that Small Business provider accounts are limited to 5 team members).</li> </ol> <p style="margin-top: 0px; margin-right: 0px; margin-bottom: 6px; margin-left: 0px; padding-top: 1px; padding-right: 0px; padding-bottom: 1px; padding-left: 0px; color: #333333; line-height: 1.4em; clear: left; font-size: 1em; text-align: left; ">If you would like to invite individuals to participate temporarily on a job, you can add them as a guest user to that Workroom.  For more information about inviting guests, click <a href="http://elance.zendesk.com/forums/30969/entries/71697">here</a>. </p> <h3 style="margin-top: 11px; margin-right: 0px; margin-bottom: 0px; margin-left: 1px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; font-size: 1.2em; color: #555555; clear: left; "><br /></h3> <h3 style="margin-top: 11px; margin-right: 0px; margin-bottom: 0px; margin-left: 1px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; font-size: 1.2em; color: #555555; clear: left; ">Editing Members on Your Team</h3> <p style="margin-top: 0px; margin-right: 0px; margin-bottom: 6px; margin-left: 0px; padding-top: 1px; padding-right: 0px; padding-bottom: 1px; padding-left: 0px; color: #333333; line-height: 1.4em; clear: left; font-size: 1em; text-align: left; ">The Owner or a user with the Administrator role can edit users on their Team.  Editing a user includes resetting the passwords and updating email addresses for team members. </p> <p style="margin-top: 0px; margin-right: 0px; margin-bottom: 6px; margin-left: 0px; padding-top: 1px; padding-right: 0px; padding-bottom: 1px; padding-left: 0px; color: #333333; line-height: 1.4em; clear: left; font-size: 1em; text-align: left; "><span style="line-height: normal;">To edit users on your Team, please log into your account and follow the steps below:</span></p> <ol style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 5px; padding-right: 0px; padding-bottom: 5px; padding-left: 36px; "> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click on 'Manage' tab in the top navigation bar. </li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click the 'Team' link.</li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click the Edit link on the far right of an individual's account om your team page.</li> </ol> <h3 style="margin-top: 11px; margin-right: 0px; margin-bottom: 0px; margin-left: 1px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; font-size: 1.2em; color: #555555; clear: left; "><br /></h3> <h3 style="margin-top: 11px; margin-right: 0px; margin-bottom: 0px; margin-left: 1px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; font-size: 1.2em; color: #555555; clear: left; ">Removing Team Members</h3> <p style="margin-top: 0px; margin-right: 0px; margin-bottom: 6px; margin-left: 0px; padding-top: 1px; padding-right: 0px; padding-bottom: 1px; padding-left: 0px; color: #333333; line-height: 1.4em; clear: left; font-size: 1em; text-align: left; "><span style="line-height: normal; "></span></p> <p style="margin-top: 0px; margin-right: 0px; margin-bottom: 6px; margin-left: 0px; padding-top: 1px; padding-right: 0px; padding-bottom: 1px; padding-left: 0px; color: #333333; line-height: 1.4em; clear: left; font-size: 1em; text-align: left; ">To remove team members, please log into your account and follow these steps: </p> <ol style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 5px; padding-right: 0px; padding-bottom: 5px; padding-left: 36px; "> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click on Manage in the top navigation bar</li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click on Team from the secondary top navigation bar.</li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click the down arrow on the Actions column and click on Delete.</li> <li style="margin-top: 2px; margin-right: 0px; margin-bottom: 5px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; list-style-type: decimal; list-style-position: initial; list-style-image: initial; ">Click "Yes" to confirm your request.</li> </ol> <h3><br /></h3> <h3>Assigning Team Members to Jobs</h3> <div><br /></div> <div> <div>Team members that are assigned to a specific job will receive copies of Workroom Messages, can post messages, and can upload files for that Workroom.</div> <div><br /></div> <div>To assign a Team Member to a job, please log into your account and follow the steps below:</div> <div><ol> <li>Click on 'Manage' tab in the top navigation bar. </li> <li>Click the 'Team' link.</li> <li>Click the Select down arrow next to the team member that you want to assign to a job and click on “Assign Job as Client” link.  For provider accounts, the link will read " Assign Jobs as Provider".   </li> <li>From the list of jobs, click the box next to the job that you want to assign.</li> <li>Click the "Assign Jobs” button. </li> </ol> <div><img src="/attachments/token/cnziiw03en121aq/?name=assignjobs.jpg" border="0" alt="assignjobs.jpg" /></div> </div> <div><br /></div> </div> <p>To manage jobs already assigned to a team member, click the "Manage Jobs as Client" link. </p> <h3><span style="color: #333333; font-size: small;"><span style="font-size: 12px; font-weight: normal; line-height: 16px;"><span style="color: #555555; font-size: medium;"><span style="font-size: 14px; line-height: normal;"><strong><br /></strong></span></span></span></span></h3> <p> </p> <p> </p> <p><strong><br /></strong></p> 2009-11-05T15:39:46-08:00

_remove add team

30969

2566 76090

false

true