How To Register On Upwork

Creating a company account on Upwork consolidates your team's interactions with independent professionals and agencies. This makes information technology easier for you to collaborate, rails projects and spend, and refer talent across teams.

Just how do you have that adjacent step? Whether your goal is to improve-integrate current activities or to get your whole squad on lath from the commencement, in this step-by-step guide we'll explain how to:

Select the main visitor business relationship
Organize your account using Teams
Invite your colleagues
Transfer your open up contracts

Y'all can edit any of these details at whatsoever time by going to your account settings, which you tin find past clicking on the user avatar in the upper-right corner.

Consolidating individual accounts helps the visitor and the pros you work with

A company business relationship links multiple private accounts under ane overall account. Each private gets their own personal login, but information technology becomes easier to work together and track the big motion-picture show:

Piece of work more than efficiently when you can quickly source, rent, and work with contained professionals from one place.
Concenter better talent as your visitor builds its reputation on Upwork through statistics such as the number of jobs and hires, overall spend, and reviews from talent you've worked with in the past.
Follow what colleagues are upward to and back up each other'due south efforts: come across when new jobs are posted, follow which other projects are on the go, and get status updates via shared messages.
Access combined reporting to speedily run across who is spending what and when, then you tin produce clearer financial statements.
Assign specific permissions to individuals on your team to better control how your organization uses Upwork.

Using a company account can benefit the independent talent your visitor works with, too:

It's like shooting fish in a barrel for yous to refer them for new projects with other teams because they're already on your company's Virtual Talent Bench.
Independent professionals on Upwork relieve coin by working on multiple projects under one visitor account. Doing so helps them reach the discounted fee tiers more chop-chop and take home a higher percent of their pay, which helps strengthen their relationship with your organization.

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1. Choose a profile to use every bit the principal company account

Let'due south start with a flake of clarification. Upwork has three types of accounts: Client, Freelancer, and Agency. Every bit someone who's engaged contained professionals or agencies in the past, you lot already take a Customer account.

This means that, to take a company account, you don't need to create a new account specifically for the company. Instead, you're going to link any individual accounts together using one Customer account. For this commodity, nosotros're going to call it the primary visitor account.

If only one person in your organization has an Upwork account, so this is likely going to be an like shooting fish in a barrel decision: You'll utilise that business relationship equally the primary account. If multiple people in your organization already have Client accounts, however, you'll demand to decide which is the best one to stick with.

Keep in heed that previous contracts and data cannot be transferred betwixt accounts. And then choose the 1 with the information and spend statistics that are most relevant to your system (i.e., it's often the business relationship that'due south been nigh active and then far).

In one case you lot know which account y'all'll apply:

Go to account settings and get-go on the My Info screen.
Below the top section with your personal details, review the sections called Company details and Company contacts.
Confirm that the data is correct and up-to-engagement. If you need to edit anything, click on the edit icon in the upper-right corner of that section.
If you need to transfer the main account to someone else in your organization, find out more near account possessor changes .

Info

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2. Use Teams to organize your team members (Upwork Plus)

Teams

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Your company will first with one overall squad. Just, if your business has an Upwork Plus business relationship, you lot can add additional teams to organize members past department, group, or function.

Within a team, members can:

Create reports to track milestones, hours logged, payments, and more
Organize projects into groups
Customize permissions and controls
Streamline and customize billing

Here's an example of what your team setup might look like:

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three. Add members to your company account

One time your teams are set upwards, you can kickoff to add your colleagues through the Members & Permissions screen, which you'll find in the left-hand navigation.

Invite others to join you past clicking on the "Invite New User" push. Betoken the squad you want to add them to, then add their email addresses to the distribution listing.

If a colleague is new to Upwork, they'll be prompted to create a new Client account. If they have an existing Upwork account, they'll see a new Customer profile testify up under the user avatar in the upper-right corner.

Previously existing Upwork accounts won't automatically be deleted or otherwise affected, they simply won't be connected to the primary company account. To avert confusion in the future, however, it may be helpful to close the sometime account once whatever contracts have been transferred over.

Equally members bring together your team, you tin outset to assign permissions effectually admin, hiring, and access for each user.

Members&Permissions

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Select the More than Options icon […] adjacent to each person's name. On the next Edit user screen, you lot'll exist able to conform their permissions.

Edit user

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four. Transfer all open contracts to the company account

If you started this process with just 1 account, yous're done! You don't need to move your contracts anywhere.

All the same, if you've consolidated multiple accounts, this side by side stride is of import—and a little sensitive.

Contracts tin can't automatically be moved from one account to another. This means that any company member with open projects on their quondam private account will demand to terminate those contracts and restart them using their new individual company-linked profile.

Equally you lot might imagine, this can exist potentially disruptive and even alarming to an independent professional person who's working hard and in the midst of a project!

So how can this process become more smoothly and positively? Here are a few best practices:

Discuss what's happening with the talent you work with, including a timeline and your expectations.
For hourly projects: The system will lock the Work Diary as soon every bit a contract is concluded. It may exist helpful to let time for professionals to bank check the current week's Piece of work Diary and brand adjustments, if necessary, before ending the beginning contract.
For stock-still-price projects: Consider staggering your timeline. If you're mid-project, for example, it may exist all-time to wait until the side by side active and funded milestone is complete and payment has been released from escrow—otherwise, y'all'll need to request an escrow refund. You can and then start the new contract with whatever remaining milestones. Or just expect until the work is completed.

To stop an open up contract in a previously existing account:

1. Later on selecting the advisable account from the drop-down carte du jour in the upper-right corner, get to the Jobs menu and select My Jobs.

My Jobs

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Nether My Postings, y'all'll see a list of currently active contracts.

2. Click on the More than Options icon […] and select Cease contract from the menu.

End contract

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Every bit you end a contract:

Take a moment to leave feedback ! Feedback on Upwork is a double-blind system and it helps both you lot and the independent professionals you work with to leave a comment.
Make a final payment. With fixed-toll projects, yous can add a terminal payment through the "Cease contract" form. This may exist helpful if y'all aren't restarting the project on your new business relationship.
Note that talent is able to provide a refund, if needed, on agile or ended contracts for payments made within the terminal 180 days.

To get dorsum to work with a new contract:

To rehire an independent professional or agency with as cursory a suspension equally possible:

Navigate to the talent'due south profile. To find the link, go to the recently-concluded contract, click on the More Options icon […], and select "View contour".
Click on the "Hire" button at the summit of the profile.
Complete and adjust chore details as needed. For case, you lot may want to create a copy of the original job post and link to it in your new offer. And, if your company account has more 1 team, confirm that the right one is selected since contracts can't be moved betwixt teams once they've started.
Once you've sent the job offer, the independent professional volition exist asked to review and accept information technology. And then you can start moving your project forrad again!

Job details

Set to create a company account and get your team organized? Click here to go to your Upwork dashboard or sign up for a new business relationship.

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