In order to make payments to a remote team, you need to add each freelancer to the service. You can also add one or more managers.
After the invitation, each performer or manager will receive an email with a link to register in the service.
Freelancers
01
To add a contractor, go to the Freelancers tab and click the Invite button
02
In the form that opens, select the company to which this contractor will be linked in the Company field. Tasks for this contractor can only be assigned on behalf of this company. You can also select multiple companies at once.
Then fill in the email, first and last name (optional) of the contractor who will receive the invitation.
If the contractor is an individual entrepreneur, then indicate this before the freelancer’s name.
Check the Intellectual property transfer box if you want the contractor to sign an agreement to transfer intellectual property rights.
The agreement will appear in the Intellectual Property section after the contractor signs it. You can also submit the agreement later in the Intellectual property tab.
03
If you want to add several contractors at once, use the Bulk load button.
In the form that opens, select the company to which these contractors will be linked in the Company field. Tasks for these contractors can only be assigned on behalf of this company. You can also select multiple companies at once.
Enter each email on a new line and click the Invite button.
04
You can link or unlink a contractor to or from a specific company in the Freelancers > Edit tab.
In addition
You can export data from the Freelancers page in CSV format using the Export button
Managers
01
To add a manager, go to the Managers tab and click the Invite button
02
Fill in the email field (required), first and last name of the manager (optional), select the type of rights.
Types of rights:
Customer — a manager with full access rights to all companies on your account.
Customer (limited) — a manager with restricted access rights.
The only limitation is that they will not be able to accept tasks (initiate deductions from the company’s balance).
In the Company field, select the company to which this manager will be assigned. You can also select multiple companies at once.
The manager will receive a notification by email with a link to register in the service.
03
You can link or unlink a CustomerLimited manager to/from a specific company in the Managers > Edit tab.
