2009-05-01T17:46:15-07:00
team
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2009-05-13T08:44:33-07:00
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Team Accounts
2009-05-13T12:45:53-07:00
<h1><span>Set Up a Team on Elance <img src="http://www.elance.com/p/images/help/team-icon-large.gif" border="0" align="middle" /></span></h1>
<h2><span>Small Business and Large Business providers can add team members to their Elance accounts.</span></h2>
<p> </p>
<ul>
<li> Organize as a team and work together</li>
<li> Control access to cash, withdrawals, and other sensitive information by role</li>
<li> Assign job ownership to a project leader ensuring accountability</li>
<li> Create more visibility to team members with multiple user profiles</li>
</ul>
<table border="0" cellspacing="0" cellpadding="0" width="100%" align="left">
<tbody>
<tr>
<td colspan="3">
<p> </p>
</td>
</tr>
<tr>
<td valign="top">
<h3>Team Collaboration</h3>
<br />
<ul>
<li>Small Business—Add 5 additional members</li>
<li>Large Business—Unlimited additional members</li>
<li>Each team member has a unique username and password</li>
<li>Team members can access workrooms to chat with employers, send messages, upload files, track time and progress, and update status</li>
<li>Ownership of jobs can be assigned to a team member (more details below)</li>
</ul>
</td>
<td valign="top">
<p> </p>
<p> </p>
</td>
<td valign="top"><img src="http://www.elance.com/p/images/help/screenshot-team.jpg" border="0" /></td>
</tr>
<tr>
<td colspan="3">
<h3>Role Assignment</h3>
<br />
<ul>
<li><strong>Owner</strong>—Access to all functionality. Cannot be deleted.</li>
<li><strong>Administrator</strong>—Access to all functionality except updating the Company profile. Can be deleted by the Owner or another Administrator.</li>
<li><strong>Manager</strong>—Responsible for submitting proposals, negotiating terms, managing jobs, delivering work and billing. This role cannot access account and membership related activities such as withdrawing money, reviewing account transaction history, or changing membership plan.</li>
<li><strong>Consultant</strong>—Work with the project leaders to submit job deliverables to the employer. Members with this role can only access jobs assigned to them. Consultants are limited to their jobs' Workrooms, share Files, view and edit Messages, use Tracker and submit time via Status Reports. </li>
</ul>
<p> </p>
</td>
</tr>
<tr>
<td colspan="3">
<h3>Job Ownership</h3>
<br />
<ul>
<li>To establish job ownership and enable accountability, assign team members as project leaders to jobs the company has been hired for.</li>
<li>Only team members with a Owner, Administrator or Manager role can be assigned project leaders to a job.</li>
<li>The project leaders of a job manages communication with the employer, submit statuses and delivers work.</li>
<li>Owner and administrator can easily track status of jobs managed by specific project leaders and re-assign if needed.</li>
<li>Project leaders receive messages and other email notifications related to jobs they manage.</li>
<li>After a provider is hired for a job, the person who submitted the proposal automatically becomes the project leader.</li>
<li>Project leaders can re-assign their jobs to other team members if needed.</li>
</ul>
</td>
</tr>
<tr>
<td colspan="3"><br />
<h3>Getting Started</h3>
</td>
</tr>
<tr>
<td valign="top">
<p> </p>
<p>To get started with a team account, <a href="https://secure.elance.com/php/membership/main/editMembership.php?mode=team">upgrade</a> your membership now. </p>
<p>To <a href="http://www.elance.com/php/usermanagement/main/userList.php">add</a> new team members, log in to your Elance account and follow the steps below:</p>
</td>
</tr>
</tbody>
</table>
<p> </p>
<ol>
<li>Click 'Provide Services' at the top of the page</li>
<li>Click the 'Manage' tab from the top navigation bar</li>
<li>Click the 'Team' link in the second row of the navigation bar</li>
<li>Click the 'Add Team Member' link on the bottom of the page, if there are available slots remaining. If there are not, you must delete a user already on the team or upgrade to a Large Business membership</li>
</ol>
<p><strong><span style="color: #414141;"><span style="font-family: Arial;"></span></span></strong></p>
<p><strong></strong> </p>
<p><strong>Note:</strong><span class="Apple-converted-space"> </span>Although team members will have their own individual profile page on the team account, they are not required to create their own individual Elance account separate from the team account.</p>
<p>The Owner or a user with the Administrator role can edit users on their Team. Editting a user includes resetting the password for the individual user and updating their email address. </p>
<p>To edit users on your Team, please log into your account and follow the steps below:</p>
<ol>
<li>1. Click on 'Manage' tab in the top navigation bar. </li>
<li>2. Click the 'Team' link.</li>
<li>3. Click the Edit link on the far right of an individual's account om your team page.</li>
<li>4. Enter in the updated information and click 'Save' or 'Save and Add Another' buttons.</li>
</ol>
<h1><span>Set Up a Team on Elance <img src="http://www.elance.com/p/images/help/team-icon-large.gif" border="0" align="middle" /></span></h1>
<h2><span>Small Business and Large Business providers can add team members to their Elance accounts.</span></h2>
<p> </p>
<ul>
<li> Organize as a team and work together</li>
<li> Control access to cash, withdrawals, and other sensitive information by role</li>
<li> Assign job ownership to a project leader ensuring accountability</li>
<li> Create more visibility to team members with multiple user profiles</li>
</ul>
<table cellspacing="0" border="0" cellpadding="0" align="left" width="100%">
<tbody>
<tr>
<td colspan="3">
<p> </p>
</td>
</tr>
<tr>
<td valign="top">
<h3>Team Collaboration</h3>
<br />
<ul>
<li>Small Business—Add 5 additional members</li>
<li>Large Business—Unlimited additional members</li>
<li>Each team member has a unique username and password</li>
<li>Team members can access workrooms to chat with employers, send messages, upload files, track time and progress, and update status</li>
<li>Ownership of jobs can be assigned to a team member (more details below)</li>
</ul>
</td>
<td valign="top">
<p> </p>
<p> </p>
</td>
<td valign="top"><img src="http://www.elance.com/p/images/help/screenshot-team.jpg" border="0" /></td>
</tr>
<tr>
<td colspan="3">
<h3>Role Assignment</h3>
<br />
<ul>
<li><strong>Owner</strong>—Access to all functionality. Cannot be deleted.</li>
<li><strong>Administrator</strong>—Access to all functionality except updating the Company profile. Can be deleted by the Owner or another Administrator.</li>
<li><strong>Manager</strong>—Responsible for submitting proposals, negotiating terms, managing jobs, delivering work and billing. This role cannot access account and membership related activities such as withdrawing money, reviewing account transaction history, or changing membership plan.</li>
<li><strong>Consultant</strong>—Work with the project leaders to submit job deliverables to the employer. Members with this role can only access jobs assigned to them. Consultants are limited to their jobs' Workrooms, share Files, view and edit Messages, use Tracker and submit time via Status Reports. </li>
</ul>
<p> </p>
</td>
</tr>
<tr>
<td colspan="3">
<h3>Job Ownership</h3>
<br />
<ul>
<li>To establish job ownership and enable accountability, assign team members as project leaders to jobs the company has been hired for.</li>
<li>Only team members with a Owner, Administrator or Manager role can be assigned project leaders to a job.</li>
<li>The project leaders of a job manages communication with the employer, submit statuses and delivers work.</li>
<li>Owner and administrator can easily track status of jobs managed by specific project leaders and re-assign if needed.</li>
<li>Project leaders receive messages and other email notifications related to jobs they manage.</li>
<li>After a provider is hired for a job, the person who submitted the proposal automatically becomes the project leader.</li>
<li>Project leaders can re-assign their jobs to other team members if needed.</li>
</ul>
</td>
</tr>
<tr>
<td colspan="3"><br />
<h3>Getting Started</h3>
</td>
</tr>
<tr>
<td valign="top">
<p> </p>
<p>To get started with a team account, <a href="https://secure.elance.com/php/membership/main/editMembership.php?mode=team">upgrade</a> your membership now. </p>
<p>To <a href="http://www.elance.com/php/usermanagement/main/userList.php">add</a> new team members, log in to your Elance account and follow the steps below:</p>
</td>
</tr>
</tbody>
</table>
<p> </p>
<ol>
<li>Click 'Provide Services' at the top of the page</li>
<li>Click the 'Manage' tab from the top navigation bar</li>
<li>Click the 'Team' link in the second row of the navigation bar</li>
<li>Click the 'Add Team Member' link on the bottom of the page, if there are available slots remaining. If there are not, you must delete a user already on the team or upgrade to a Large Business membership</li>
</ol>
<p><strong><span style="color: #414141;"><span style="font-family: Arial;"></span></span></strong></p>
<p><strong></strong> </p>
<p><strong>Note:</strong><span class="Apple-converted-space"> </span>Although team members will have their own individual profile page on the team account, they are not required to create their own individual Elance account separate from the team account.</p>
<p>The Owner or a user with the Administrator role can edit users on their Team. Editting a user includes resetting the password for the individual user and updating their email address. </p>
<p>To edit users on your Team, please log into your account and follow the steps below:</p>
<ol>
<li>1. Click on 'Manage' tab in the top navigation bar. </li>
<li>2. Click the 'Team' link.</li>
<li>3. Click the Edit link on the far right of an individual's account om your team page.</li>
<li>4. Enter in the updated information and click 'Save' or 'Save and Add Another' buttons.</li>
</ol>
2009-05-01T17:46:15-07:00
34176
30971
51844
2009-05-13T08:24:34-07:00
1226304