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Full Guide to Inviting Collaborators as a Client
Full Guide to Inviting Collaborators as a Client
Client-Success avatar
Written by Client-Success
Updated over 4 months ago

Are you ready to streamline your project management process and collaborate more effectively with your contractors? In this guide, we'll walk you through the steps of onboarding existing contractors and inviting new collaborators to Contra, along with the benefits of managing your entire project on our platform.

Why Invite Collaborators on Contra?

At Contra, we believe in fostering equitable relationships between contractors and clients. By inviting your collaborators to work on a project together on Contra, you give them access to a suite of powerful tools and the opportunity to find their next project seamlessly. Here are some benefits of collaborating on Contra:

  • Access to a professional freelance marketplace with flexible, commission-free job posts.

  • Efficient project management tools to streamline communication, deliverables, and payments.

  • Transparent and white-labeled onboarding process, ensuring a seamless experience for your collaborators.

How to Onboard Existing Contractors

If you already work with contractors outside of Contra and want to bring them onto the platform, follow these steps:

  • Invite or Add Them to Your Network: You have the option to either invite your existing contractors to join your network or add them without sending the invite immediately. This allows you to control the onboarding process and ensure a smooth transition.

  • Fast Onboarding: When you invite a contractor to join your team on Contra, they'll receive an email and onboarding experience, making it clear that they're joining your team.

  • Streamlined Setup: Instead of being prompted to set up their profile, contractors are guided to set up their payment method, ensuring a quick and hassle-free onboarding process.

Guide to Inviting Collaborators

Ready to invite your collaborators to join you on Contra? Here's how you can do it:

  • Click the "Start a Project" button in the Projects & Invoices section. You can then invite contractors by entering their Contra URL or email address. If they're not on Contra, enter their email to send them an invitation.

That's it! By inviting your collaborators to join you on Contra, you'll unlock a world of opportunities for seamless project management and collaboration. We're committed to empowering remote and flexible work, and we're thrilled to have you on board as we reshape the future of work together.

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