Team Accounts

Jump To: 

 

How Do I Add A Team Member?

How Do I Remove A Team Member?

What Are The Differences Between The Manager And Member Roles?

Why Can't I Access Team Account Settings Using My Manager/Member Account?

Can I Change The Role Of An Active Team Member?

Editing A Team Member

How Do I Activate My Voices Team Invitation?

Why Can't I Award A Job Using My Member Account?

Why Can't I Release Funds Using My Member Account?

---

 

How Do I Add a Team Member?

Adding a team member improves collaboration and speeds approvals! If you are logged in as an Owner or Manager you can add users by clicking on your profile thumbnail at the top-right and then selecting Manage Team  from the dropdown.

Once on the Users page you can review any previously added users or add a new one by clicking +Invite Member .

How Do I Remove a Team Member?

Account Owners and Managers can remove a user from the Manage Team page. Find the user you would like to affect and then click the three dots to the right of their name and select Delete User. You will be asked if you really want to remove the team member and by selecting Delete Team Member that user will be removed from the organization.

Owners are able to remove all users except themselves. Managers can remove all users except Owners and themselves. Members are not able to delete users.

 

What Are The Differences Between The Manager and Member Roles?

Managers can do most things that Owners can but are not able to make changes to core account or membership settings. They can:

• Post a Job

• Manage Responses

• Create and read Messages

• Upload/Download Files

• Request Edits

• Approve Files

• Award a Job

• Release Payment

• Leave a Review

Managers can also add Managers or Members to the account for increased collaboration on a job/project.
 

The Member role is a bit more restricted. While "Members" can post and review Jobs, generate agreements and share files they are not able to invite more users, make a payment, or release a payment. They can:
 

• Post a Job

• Manage Responses

• Create and read Messages

• Upload/Download Files

• Request Edits

• Approve Files

• Leave a Review

Why Can't I Access Team Account Settings Using My Manager/Member Account?   

Team accounts allow organizations to invite coworkers to join them on Voices and collaborate on jobs.

Access for users is limited to specific areas of the account as determined by their Role. Managers can do most things that an Owner can but are not able to make changes to core account or some membership settings. Members are further restricted and cannot access areas related to user creation, and making and releasing payments.

If you need to update information or access an area that is not permitted by your role you will need to reach out to your account Owner or a Manager to either perform the update for you or update your role so that you can do so yourself.
 

Can I Change the Role of an Active Team Member?

Provided that you are signed in as the Owner or a Manager on the account, you are able to edit other users' roles.

Head over to the Manage Team page and find the user who you would like to edit. From the three dot menu to the right of their role, choose Edit Details. You are able to make changes to their role on this page.

Owners are able to update all users. Managers can update Managers and Members. Members do not have this permission at all.
 

Editing a Team Member

Owners and Managers have permission to edit other users' accounts. Owners can edit everyone's accounts where Managers can edit everyone but Owner's accounts. Go to the manage team page and find the user you would like to update. Using the menu beside their role, select Edit Details. Fields that are available to update appear in white. Those that are grey are not able to be updated.

How Do I Activate My Voices Team Invitation?

When you're invited to join a team account, you will receive an email with a link to follow to activate. You will be asked to fill in some information to create your user profile and complete the activation process. It's important to remember that email and usernames have to be unique so you cannot pick one that is already in use.

Quick Tip: If you have not received an invitation and know that one has been sent, check your Spam or Junk folder, or search your inbox for messages from [email protected]. If you are still unable to locate the invitation, reach out to your Owner or Manager and have them confirm that they have the correct address and send the invitation again.
 

Why Can't I Award a Job Using My Member Account?  

Member accounts are unable to take any actions that require handling payment, including handling credit card details or releasing payment.
 

Why Can't I Release Funds Using My Member Account?  

Member accounts are unable to take any actions that require handling payment, including handling credit card details or releasing payment.

How would you rate this article?