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✅ How To: Connect your agency to GigRadar.io
✅ How To: Connect your agency to GigRadar.io

Learn how you can connect your Upwork agency to your GigRadar team dashboard to collect analytics and stats for your team profiles.

Vadym O avatar
Written by Vadym O
Updated over 4 months ago

In order to send bids from GigRadar from each freelancer in your agency, you need to add Business Managers (BM) to your agency. 👩🏻‍💻

According to the mechanics of GigRadar, you must have several Business Managers:

  1. A Business Manager, which is available on your Home page on the platform to directly synchronize data with your agency.

  2. A Business Manager for direct sending of bids from each freelancer in your agency.

  3. An optional Business Manager to send bids exclusively to US-only job posts. To understand whether you can get this BM, you must meet the requirements described here.

Invite our Business Manager to your team

You can invite a GigRadar assigned Business Manager to your team in Upwork as follows:

  1. Go to Upwork and switch to your agency account by clicking on your Profile located in the top-right corner of the page.
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  2. Click on your agency profile to go to your agency account.
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  3. Click Settings and select Members & Permissions.
    ​Note: You maybe prompted to enter your password or secret answer.
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  4. Click Invite New User.
    ​Note: The Invite New User button will be inactive if you do not have an Agency Plus membership. For more information, see I can't add a business manager to my agency. The “Invite new user button” is not active. How can I fix this?.
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  5. In the Invite Users dialog box that opens, enter the following details:
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    1. Invite to Team: Select the primary team that you want to add to the Team Dashboard. This could be the same as the agency name.
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      ​It is important to know that our BM supports only one team in Agency. If your agency has several teams, you need to add the BM to the team from which you want to use freelancer profiles or add all the necessary freelancers to one team with the BM. All additional BMs must also be on the same team as the first BM. ❕
      ​

    2. Enter Email Addresses or usernames: Copy the ID of your business manager from your GigRadar agency settings page. It should look similar to 52350e00.
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    3. Message to user (optional): You can leave this field blank.
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    4. Admin: Select None or select Full, if you want the business manager to automatically top up connects for you.
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    5. Business: Select Manager.
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    6. Agency Contractor: Select Non-exclusive.
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    7. View Work Diaries: Select Individual.
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    8. Can Chat With: Select Company.
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  6. Click Invite.
    You should see a message on Upwork indicating that the user was added successfully to the agency account.

👉 Next up:
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After you have added the Business Manager in Upwork, make sure that the Business Manager was also added successfully in your GigRadar account. For more information, see I sent an invitation to the Business Manager. How can I confirm if it was added successfully?.

After adding the first Business Manager, you need to add additional BMs. To get their IDs, contact support through the support window or directly at [email protected]. Adding additional BMs is an important component for the correct operation of your GigRadar account and auto - bidding.
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👇 A video walkthrough

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