Welcome to our onboarding guide! This document will walk you through several important steps to set up your profiles and accounts. Here are the main topics covered:
Creating an Agency on Upwork
Creating Your Getmany Account
Inviting Business Manager to Your Account
ℹ️ Note: Upwork requires creating a freelancer account before setting up an agency.
Step 1: Creating an Agency on Upwork
If you want to create an agency to help market the services of a team you’ve created, you’ll first need to create a freelancer account for the person who will be the agency owner.
Log in to your freelancer's Upwork account
Go to User Settings > Contact Info
Scroll down to Additional accounts
Select New Agency Account
Type in your Agency name and click Continue.
Go with Plus plan. The Plus plan allows adding unlimited teams and team members.
Enter your credit card details and proceed with payment.
Apply Promo Code, if any, and click Activate Agency Plus.
Add a Billing Method and click Upgrade and Pay
ℹ️ A person can only “own” one agency on Upwork. You won’t be able to make another one.
After you create your agency, the Account Menu will allow you to switch between your personal and agency account views.
Step 2: Creating your Getmany Account
Welcome to Getmany! Here are 5 steps to get you started:
Create account
Select plan
Select a business manager
Invite them to your Upwork
Tell us more about your agency
To create your account, follow Getmany invitation link you received via email.
Create a password and click Next
Click on View all plans to select the plan that best suits your agency.
Enter your Email & card information and click Start trial.
👌🏻 You will only be charged once the trial period ends. You can cancel your subscription at any time.
4. Select a business manager and click Next.
ℹ️ The Business Manager is responsible for sending your proposals and contacting potential leads.
5. Invite a Business Manager to your Agency on Upwork. Proceed with the instructions on How to Invite a Business Manager to Your Upwork Account and click I’ve sent the invitation on Upwork.
6. This information helps us tailor our services to meet your specific needs. Fill out the form and click Next.
Congratulations! Your profile is all set.
Step 3: Inviting Business Manager to Your Account
Log in to your Upwork account
Go to Settings > Members & Permissions and click Invite New Member
Copy and paste the username of the manager you’re inviting (Upwork User ID)
Select the following permissions:
Admin - Set to Full
Business - set to Manager
Agency Contractor - set to Exclusive
Click Invite
Re-enter your password
Click Continue
ℹ️ Info: The update to your permission status may take up to 30 minutes.
You’ll see a pop-up notification once system synchronization is complete.
Now you can create your first Job Search and start Bidding for the best matching jobs.
📖 Read: Introduction to Job Search Engine