Building Your Roster

Your Roster is your living bench — the place to organize, remember, and reuse the people you trust.

OOO Tip: Your Roster gets more valuable over time. Every person you add today makes the next project faster.

What it replaces

Spreadsheets with outdated contacts, inbox archaeology ("who did we use on that Nike thing?"), and re-onboarding the same freelancers project to project.

What lives in the Roster

Depending on your plan, your Roster can store: freelancers you've worked with (invited or Concierge-sourced), notes, tags, and engagement history, portfolios and case studies, signed documents (NDAs, MSAs), payment history and the ability to pay on-platform, and availability and activity signals.

Why invite your existing network

Most teams already have people they trust. Roster centralizes that network without starting from scratch. When you invite a freelancer, they keep their own profile updated (rates, availability, work), you stop managing spreadsheets and email threads, and past relationships become reusable infrastructure.

Think of it as a living contact sheet — maintained by the people doing the work, not your internal team.

Before you invite anyone

A few minutes of setup makes a big difference in how freelancers experience joining:

1. Upload your org logo and set your sender email in Settings

2. 2. Review the default onboarding email they'll receive

3. 3. Upload any standard documents (NDAs, MSAs) they should sign during onboarding

These only need to be done once.

What happens when someone accepts an invite

They join your roster and their profile stays current automatically. Documents can be signed as part of onboarding. Their work and engagement history lives in one place. They surface naturally inside Event Studio and Opportunities going forward.

Plans note

Freelancers and vendors invited by an org do not need a paid Solo membership to join a roster. Roster creation, invites, and management tools are available on Pass and above.