Platform guide
Role Workflows
Buyer, seller/freelancer, team, company, and PartnerMatch users can use this page to understand what each dashboard is for and how each flow should move from setup to completion.
Buyer
Buyer Workflows
Use this role to hire freelancers, full-time talent, predefined services, or TaaS teams.
Individual Buyer
- Register or switch to Buyer, then complete buyer profile and KYC.
- Choose membership with buyer access and post-job allowance.
- Post a freelance or full-time job with scope, budget, skills, and timeline.
- Review proposals, shortlist candidates, invite profiles, and start conversation.
- Create contract, fund escrow or milestone, and manage the workroom.
- Approve submitted work, release payment, close contract, and submit review.
Company Buyer
- Switch to Company Buyer and submit company details for verification.
- Add collaborators, groups, permissions, and client dashboard access.
- Post projects to teams, direct-hire a team, or assign TaaS teams to projects.
- Track workroom conversations, files, change orders, NDA, and anti-poach rules.
- Manage company billing, escrow, payroll flow, disputes, and payment history.
Seller
Seller and Freelancer Workflows
Use this role to sell services, apply to jobs, join teams, or operate as a team lead.
Individual Freelancer
- Register or switch to Seller, select skills, complete profile, KYC, and portfolio.
- Choose freelancer membership with proposal and job access benefits.
- Browse find-work, hourly jobs, full-time jobs, saved jobs, and project catalog.
- Submit proposals or applications and handle buyer invitations from proposals received.
- Accept contracts, upload files, submit work, track time, and respond to revision requests.
- Check finance, wallet, payment flow, disputes, and reviews after delivery.
Team or Agency Seller
- Create team profile, invite members, define roles, and submit team verification.
- Use team membership benefits for team actions, vacancies, applications, and projects.
- Post vacancies, manage team applications, and keep team composition updated.
- Apply to TaaS projects, open team group chat, and manage assigned project chats.
- Track team contracts, execution, payments, exit requests, and team reviews.
Partner
PartnerMatch Workflows
Use this role for cofounder, investor, strategic partner, franchise, EOI, NDA, and deal-room flows.
Cofounder Seeker or Provider
- Switch to Partner, select cofounder subrole, and complete PartnerMatch profile.
- Post a cofounder need or offer a cofounder profile with stage, skills, and equity terms.
- Use dashboard suggestions, directory, watchlist, bookmarks, and private deals.
- Send proposal or EOI, then continue conversation with the correct conversation id.
- Use NDA, deal room, due diligence, documents, term sheet, and final deal actions.
Investor or Investment Seeker
- Create investor profile or investment need and keep business details ready for verification.
- Discover opportunities in directory, recommendations, private deals, and book building.
- Send or review EOI, update investor status, request calls, and exchange documents.
- Use NDA, due diligence checklist, allocation, term sheet download, and portfolio tracking.
Strategic Partner or Franchise
- Create strategic partner post/profile or franchise seek/provider profile.
- Review matches and proposals, then open messages for negotiation.
- Move accepted opportunities into deal room for NDA, due diligence, wallet, and finalization.
- Use reviews, support tickets, disputes, and portfolio records after the deal progresses.
Shared process
Common Rules Across All Roles
These rules apply when the same user switches roles or works across multiple dashboards.
Registration and role selection decide the first dashboard, but users can switch active role later.
Membership is role-specific: buyer, seller/freelancer/team, and partner benefits should be checked independently.
Verification is required where profile, KYC, business, portfolio, skills, or partner documents need admin approval.
Notifications, likes, and messages should open in the current active role context and use the unified conversation page.
Payment pages cover escrow, wallet, releases, withdrawals, disputes, billing history, and subscription checkout.