Support Home/General Questions

Team Accounts And Guests

Admin
posted this on May 01, 2009 05:46 pm

Team Accounts


Adding team members allows you to delegate work to other members of your business within your Elance account. You can choose to assign specific jobs to different members, depending on their expertise and at the same time retain control over what they can access in your account.

Contractors who have a Small or Large Business membership and Clients can add team members to their account. Clients do not need to pay extra to add new team members. Contractors will have to possess a Business membership.

Available Roles For Your Team

For Client accounts, the following roles are available: 

  • Owner will have access to all functionality of the account. 
  • Administrator has access to everything within the account. Only this user will be allowed to manage membership status, users, set up financial accounts and schedule withdrawals.
  • Hiring Manager can post jobs, select contractors and negotiate terms with the selected contractors. Only for jobs that they are assigned by the Administrator, they can send and access messages and files, approve status reports and timesheets and can make payments.
  • Staff can access and send messages and files, view proposals, terms, status reports and timesheets when assigned to a workroom. This role does not allow the user to make financial and contractual decisions.

For Contractor accounts with a Small or Large Business membership plan, the following roles are available 

  • Owner: The team member with this role has access to all functionality of the account and cannot be deleted.
  • Administrator: The member with this role can also perform all tasks within the account. Only a member with this role can manage membership status, users, set up financial accounts and schedule withdrawals.
  • Account Manager: A member with this role can submit proposals, negotiate terms, send messages, files, status reports, timesheets and invoices for all workrooms.
  • Staff: A team member with this role needs to be assigned a job for him/her to be able to send messages, files, timesheets and status reports within a workroom. This member won’t be able to access payment information and business terms. 
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Adding Team Members

If you are a Client or a Contractor with a Large Business Membership, you can add indefinite number of team members to your account. Contractors with Small Business Membership can add up to 5 additional members.

To add new members to your team, please follow the steps below:

  1. After you’ve logged into your Client account, you should see a navigation bar at the top of your screen. Select “Manage” on that bar.
  2. In the drop down menu that comes up next, select “Users”.
  3. In the page that opens next, select the “Create New User” link at the bottom of the page.
  4. You can set unique usrernames and passwords for each user and allot them specific roles.
Note: Each Team Member must be real person.  Each Team Member profile must contain the Team Member’s real name, must comply with all Terms of Service governing Accounts and must comply with the thumbnail image policy for Individual Accounts set forth in the Site Usage Policy.

Editing Members in Your Team

The owner or a user with an Administrator access can reset the password or email address associated with a team member by following these steps:

  1. On the navigation bar at the top of the screen, select the “Manage” tab.
  2. Click on “Users” from the drop down menu.
  3. On the page that opens next, you should see a list of all your team members.
  4. On the far right of each member’s account, you should see a “Select” drop down. Click on the Select option for the member whose account you wish to edit.
  5. From the drop down menu select “Edit”.

Assigning Team Members To Jobs

You can assign specific jobs to different members of your team. A team member assigned job ‘A’ will be able to access to messages within that job’s workroom and will also be able to post messages and upload files in it.

Follow these steps to assign a job to a team member:

  1. On the navigation bar at the top of the screen, select the “Manage” tab.
  2. Click on “Users” from the drop down menu.
  3. You’ll be directed to a page that has a list of all your team members.
  4. Next to each team member is a “Select” drop down menu. Click on the “Select” option for the team member you want to allot a job to.
  5. In the drop down menu, select “ Assign Job as Client” if you have a client account. Contactors will have a “Assign Job as Contractor” option.
  6. A list of your current jobs will open up. Select the box next to the job you want to assign to that team member.
  7. Click the “Assign Jobs” button.

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Note: You can re-assign a job to another team member if you have an Owner or Administrator role.

If a contractor is hired for a job, the team member who submitted the proposal from the contractor’s team account will automatically become the Project Leader.

Removing Team Members

If you wish to remove a team member/s, follow these steps:

Log into your account and on the top navigation bar select the “Manage” tab.

  1. From the drop down menu, click on “Users”.
  2. You’ll be directed to a page that has a list of all your team members.
  3. In the Actions column, along the team member you want to delete, click the down arrow and select “Delete”.
  4. You’ll then be asked to confirm your decision. Select “Yes”. 

 

Inviting A Guest For Job Collaboration

You can invite a guest to a job’s workroom to review files and exchange messages with your contractor if you are a client. Contractors can also invite guests to specific workrooms to collaborate with their clients. Here’s how you can do so:

  1. On the extreme left of your top navigation bar, you should see the home icon. Click on it.
  2. You’ll be directed to the page that contains the list of jobs you’ve been awarded.
  3. Click on the workroom you want to invite the guest to.
  4. The Workroom Messages page will open. In the column on the right, click on Add and then select Guest.
  5. You’ll be directed to “Invite a Guest” page. Enter the guest’s email address, first and last name.
  6. You can choose the duration of the guest’s access to the workroom. You can also add a private note to the guest.
  7. Once you are done, click on the “Invite” button. 

Your guest will receive an email which will give him access to the workroom, its messages and files. They’ll be able to exchange messages with your clients/contractors and upload files

Removing Guest Access

To remove a guest from a workroom, please log into your account and follow these steps:

  1. Click the Home icon in the top navigation bar.
  2. From the list of jobs, click on the job that you have invited the guest to join.
  3. On the right column, you will see a list of users for the workroom.  If you have invited the guest, you can click down arrow next to their name to get access to options to Remove Guest User.
  4. Click the Remove Guest User link and confirm your request.
Once you have completed these steps, the guest will no longer have access to the Workroom.

 

Still have questions? Contact us..

 

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