The freelancer database in ActionAtlas is managed through the Talent dashboard. There are two ways to add freelancers to the database: individually through the Talent dashboard or in bulk via the admin console.
Method 1: Inviting a Freelancer Through the Talent Dashboard
Step 1: Navigate to the Talent Dashboard
Access the Talent Dashboard, Freelancer tab using the main navigation menu.
Step 2: Click "+ Invite Freelancer"
Look for the "+ Invite Freelancer" button at the top of the Freelancer tab and click it.
Step 3: Fill Out the Form
Enter the required information for the freelancer:
- First name
- Last name
- Email address
Step 4: Set Invitation Preferences
Choose whether you want an invitation to be sent to the freelancer immediately.
- If you select "Yes," an email invitation will be sent right away
- If you select "No," the freelancer will be added to the database without receiving an invitation
Step 5: Click "Add" to Save
Click the "Add" button to save your changes and add the freelancer to the database.
Note: If you chose not to send an invitation immediately, an invite link will appear to the right of the freelancer's name on the Freelancer table. You can use this link later to manually invite the freelancer when ready.
Method 2: Bulk Upload via Admin Console
For administrators who need to add multiple freelancers at once, ActionAtlas offers a bulk upload option through the Admin Console.
Detailed instructions for the bulk upload method can be found in the Admin Console documentation.
What Happens After Adding a Freelancer?
If Invitation Was Sent
If you chose to send an invitation immediately:
- The freelancer receives an email with instructions to create their ActionAtlas account
- They must complete their profile with skillsets, rates, and availability
- Once registered, they'll appear as "Active" in your freelancer database
If No Invitation Was Sent
If you chose not to send an invitation immediately:
- The freelancer is added to your database in "Pending" status
- You can send the invitation later by clicking the invite link on the Freelancer table
- The freelancer remains in "Pending" status until they complete registration
Need Help?
Our support team is available to assist with freelancer management questions.
Contact Support