2009-05-01T17:46:15-07:00
company_accounts team
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false
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2009-11-17T13:48:47-08:00
admin
1226304
Team Accounts
2009-11-17T13:48:47-08:00
<p>Employer accounts and Small Business and Large Business providers can add team members to their Elance accounts. This feature is free to employers and is included at no additional charge for providers that have Small and Large Business memberships. </p>
<p><span style="color: #444444; font-size: 17px; font-weight: bold; ">For Clients on Elance </span></p>
<h3>Creating Users in your Account <span style="color: #333333; font-size: 12px; font-weight: normal;"> </span></h3>
<ul>
<li>Creating Users in your Account.</li>
<li>Create multiple users in your account, each with their own login username and password.</li>
<li>Assign a role to each user, so that you can control access to cash, withdrawals, and other sensitive information by role.</li>
<li>Each job has one hiring manager role who is the job leader, and is responsible for key actions like making payments. </li>
<li>Invite <a href="http://elance.zendesk.com/forums/30969/entries/71697">guests</a> to collaborate on your jobs. </li>
</ul>
<h3>Available Roles for your team</h3>
<ul>
<li><strong>Owner:</strong> Access to all functionality. Cannot be deleted.</li>
<li><strong>Administrator:</strong> Can perform all Elance tasks. Only this role can manage membership status, users, financial account setup and withdrawals.</li>
<li><strong>Hiring Manager (client accounts only):</strong> Can post jobs, select providers and negotiate terms. Can also send messages and files, approve status reports and timesheets, and make payments (for assigned workrooms only). </li>
<li><strong>Staff:</strong> When assigned to a workroom as a client, staff can send messages and files, view provider proposals, terms, status reports and timesheets (but cannot make financial and contractual decisions). Can access assigned workrooms only. </li>
</ul>
<div>For information on how to manage your Team, please click <a href="http://help.elance.com/forums/30969/entries/76090">here</a>.</div>
<h2>For Providers on Elance </h2>
<h3>Creating Users in your Account</h3>
<ul>
<li>Create multiple users in your account, each with their own login username and password.</li>
<li>Assign a role to each user, so that you can control access to cash, withdrawals, and other sensitive information by role.</li>
<li>Each job has one account manager role who is the job leader, and is responsible for key actions like making payments. </li>
<li>Small Business Accounts—Add 5 additional Account Managers.</li>
<li>Large Business and Employer Accounts—Unlimited additional members.</li>
<li>Team members can access workrooms to chat with employers, send messages, upload files, track time and progress, and update status.</li>
<li>Invite <a href="http://elance.zendesk.com/forums/30969/entries/71697">guests</a> to collaborate on your jobs.</li>
</ul>
<h3>Available Roles for your team</h3>
<ul>
<li><strong>Owner:</strong> Access to all functionality. Cannot be deleted.</li>
<li><strong>Administrator:</strong> Can perform all Elance tasks. Only this role can manage membership status, users, financial account setup and withdrawals.</li>
<li><strong>Account Managers (provider accounts only)</strong>: Can send messages, files, status reports, timesheets and invoices (for all workrooms). </li>
<li><strong>Staff: </strong>When assigned to a workroom as a client, staff can send messages and files, view provider proposals, terms, status reports and timesheets (but cannot make financial and contractual decisions). Can access assigned workrooms only. </li>
</ul>
<h3>Job Ownership</h3>
<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>
<h3>Getting Started</h3>
<p>To get started with a team account, you must have a paid Business account (<a href="https://secure.elance.com/php/membership/main/editMembership.php?mode=team">upgrade your membership now</a>). </p>
<p><span style="line-height: normal; ">For information on how to manage your Team, please click <a href="http://help.elance.com/forums/30969/entries/76090">here</a>.</span></p>
<p> </p>
<h3><br /></h3>
<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; "> </ol>
<p>Employer accounts and Small Business and Large Business providers can add team members to their Elance accounts. This feature is free to employers and is included at no additional charge for providers that have Small and Large Business memberships. </p>
<p><span style="color: #444444; font-size: 17px; font-weight: bold; ">For Clients on Elance </span></p>
<h3>Creating Users in your Account <span style="color: #333333; font-size: 12px; font-weight: normal;"> </span></h3>
<ul>
<li>Creating Users in your Account.</li>
<li>Create multiple users in your account, each with their own login username and password.</li>
<li>Assign a role to each user, so that you can control access to cash, withdrawals, and other sensitive information by role.</li>
<li>Each job has one hiring manager role who is the job leader, and is responsible for key actions like making payments. </li>
<li>Invite <a href="http://elance.zendesk.com/forums/30969/entries/71697">guests</a> to collaborate on your jobs. </li>
</ul>
<h3>Available Roles for your team</h3>
<ul>
<li><strong>Owner:</strong> Access to all functionality. Cannot be deleted.</li>
<li><strong>Administrator:</strong> Can perform all Elance tasks. Only this role can manage membership status, users, financial account setup and withdrawals.</li>
<li><strong>Hiring Manager (client accounts only):</strong> Can post jobs, select providers and negotiate terms. Can also send messages and files, approve status reports and timesheets, and make payments (for assigned workrooms only). </li>
<li><strong>Staff:</strong> When assigned to a workroom as a client, staff can send messages and files, view provider proposals, terms, status reports and timesheets (but cannot make financial and contractual decisions). Can access assigned workrooms only. </li>
</ul>
<div>For information on how to manage your Team, please click <a href="http://help.elance.com/forums/30969/entries/76090">here</a>.</div>
<h2>For Providers on Elance </h2>
<h3>Creating Users in your Account</h3>
<ul>
<li>Create multiple users in your account, each with their own login username and password.</li>
<li>Assign a role to each user, so that you can control access to cash, withdrawals, and other sensitive information by role.</li>
<li>Each job has one account manager role who is the job leader, and is responsible for key actions like making payments. </li>
<li>Small Business Accounts—Add 5 additional Account Managers.</li>
<li>Large Business and Employer Accounts—Unlimited additional members.</li>
<li>Team members can access workrooms to chat with employers, send messages, upload files, track time and progress, and update status.</li>
<li>Invite <a href="http://elance.zendesk.com/forums/30969/entries/71697">guests</a> to collaborate on your jobs.</li>
</ul>
<h3>Available Roles for your team</h3>
<ul>
<li><strong>Owner:</strong> Access to all functionality. Cannot be deleted.</li>
<li><strong>Administrator:</strong> Can perform all Elance tasks. Only this role can manage membership status, users, financial account setup and withdrawals.</li>
<li><strong>Account Managers (provider accounts only)</strong>: Can send messages, files, status reports, timesheets and invoices (for all workrooms). </li>
<li><strong>Staff: </strong>When assigned to a workroom as a client, staff can send messages and files, view provider proposals, terms, status reports and timesheets (but cannot make financial and contractual decisions). Can access assigned workrooms only. </li>
</ul>
<h3>Job Ownership</h3>
<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>
<h3>Getting Started</h3>
<p>To get started with a team account, you must have a paid Business account (<a href="https://secure.elance.com/php/membership/main/editMembership.php?mode=team">upgrade your membership now</a>). </p>
<p><span style="line-height: normal; ">For information on how to manage your Team, please click <a href="http://help.elance.com/forums/30969/entries/76090">here</a>.</span></p>
<p> </p>
<h3><br /></h3>
<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; "> </ol>
2009-05-01T17:46:15-07:00
34176
30969
51844
2009-11-17T13:48:47-08:00
1226304