To help share the workload of managing jobs, a Freelancer (account Owner) can add as many team members as required. The Owner can choose the type of account they want the team member to have and the role assigned to them that will determine the level of access they have to the Owner’s account.
Independent: They have their personal account as well as access to Owner’s account. They can switch between the accounts as required.
Sub Account: They only have access to the Owner’s account and the role given to them. Neither can they be added as a team member anywhere else nor create a personal account using the same credentials.
No Access: They can work for an Owner but do not need access to Guru.com. The account Owner can use these team members as placeholders when creating invoices and Agreements.
Roles help define how much access a team member has to the Owner’s account. Only the Owner will have access to account level and payment related information. Roles can be changed at any time.
Managers: They have full access to the account, but cannot view/edit contact and payment information. This role is perfect for a team member who oversees the daily work of the account.
Consultants: They only have access to the WorkRooms they are assigned to. This role is great for limiting exposure to other areas of your account. Consultants usually work on a very specific part of a job.