Elance Help / General Questions

How Do I Manage My Team?

admin Nov 05, 2009

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 here.  

Adding Members to Your Team

To add new team members to your account, log in to your Elance account and follow the steps below:

  1. Click the 'Manage' tab from the top navigation  bar
  2. Click the 'Team' link in the second row of the navigation bar
  3. Click the 'Add Team Member' link on the bottom of the page (note that Small Business provider accounts are limited to 5 team members).

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 here


Editing Members on Your Team

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. 

To edit users on your Team, please log into your account and follow the steps below:

  1. Click on 'Manage' tab in the top navigation bar. 
  2. Click the 'Team' link.
  3. Click the Edit link on the far right of an individual's account om your team page.


Removing Team Members

To remove team members, please log into your account and follow these steps: 

  1. Click on Manage in the top navigation bar
  2. Click on Team from the secondary top navigation bar.
  3. Click the down arrow on the Actions column and click on Delete.
  4. Click "Yes" to confirm your request.


Assigning Team Members to Jobs


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.

To assign a Team Member to a job, please log into your account and follow the steps below:
  1. Click on 'Manage' tab in the top navigation bar. 
  2. Click the 'Team' link.
  3. 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".   
  4. From the list of jobs, click the box next to the job that you want to assign.
  5. Click the "Assign Jobs” button. 
assignjobs.jpg

To manage jobs already assigned to a team member, click the "Manage Jobs as Client" link. 


 

 


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