What can the different company users do on Remote?

Nneka

Updated May 15, 2023 12:27

When creating a company account on Remote, the person who creates the account is automatically made the "company owner". You can have multiple company admins, viewers, onboarding managers or people managers, but there can be only one company owner.

This article applies to the template roles on the Remote platform. If you create a customized role, the permissions and information the user can see will depend on what you set.

Types of Assignments

On Remote, we have two types of assignments that a company user can be linked to. It is not compulsory for every company user to have an assignment. When a company user (owner, admin, viewer, people manager or onboarding manager) is linked to an assignment, it doesn't replace their existing permissions. For example, when a company admin is also made a billing contact, the person maintains their admin permission.

Authorized Representative: The company user with written authorization to sign legal agreements on behalf of the company including the Master Service Agreement (MSA). There can be only one authorized representative. When an authorized representative is added to Remote, they are automatically made a company admin.
Billing Contact: The company user responsible for all billing-related topics such as invoices, payments. I can assign the billing contact to more than one user. This person will also receive an email notification when a new invoice is uploaded.

What roles can company users have

ACTION	COMPANY OWNER	COMPANY ADMIN	PEOPLE MANAGER (only for their direct reports)	ONBOARDING MANAGER	COMPANY VIEWER	UNASSIGNED
Company Settings
Edit company details	✅	✅	❌	❌	❌	❌
Add company user	✅	✅	❌	❌	❌	❌
Edit the role of a company user	✅	✅	❌	❌	❌	❌
Delete company user	✅	❌	❌	❌	❌	❌
Upload company document	✅	✅	❌	❌	❌	❌
View company documents	✅	✅	❌	❌	❌	❌

Team Page
Add employees/contractors	✅	✅	❌	❌	❌	❌
Assign employee to a manager	✅	✅	❌	❌	❌	❌
View employee's contract details	✅	✅	✅	❌	✅	❌
View employee's payslip	✅	✅	❌	❌	✅	❌
View employee's signed contract	✅	✅	❌	❌	✅	❌

Onboarding
Add new employees/contractors	✅	✅	❌	✅	❌	❌
View onboarding status	✅	✅	❌	✅	✅	❌
View employee's profile	✅	✅	✅	✅	✅	❌
Send onboarding reminder	✅	✅	❌	✅	❌	❌
Send onboarding invite	✅	✅	❌	✅	❌	❌

Customer Onboarding
Agree to Terms of Service	✅	❌	❌	❌	❌	❌

Payments
Add a payment method	✅	✅	❌	❌	❌	❌
View payment methods set up	✅	✅	❌	❌	✅	❌
Approve/decline contractors' invoices	✅	✅	❌	❌	❌	❌
Schedule contractors' invoice	✅	✅	❌	✅	❌	❌
Approve payment for EOR invoice through the automatic payment method	✅	✅	❌	❌	❌	❌
View EOR invoices	✅	✅	❌	❌	✅	❌

Time-off (PTO)
Approve/decline time off	✅	✅	✅	❌	❌	❌
View time-off requests	✅	✅	✅	❌	✅	❌

Expenses
View expenses	✅	✅	✅	❌	❌	❌
Approve/decline expenses	✅	✅	✅	❌	❌	❌

Incentives
Add incentive	✅	✅	❌	❌	❌	❌

Request Hub
Add new request (termination, contract amendment, probation letter, etc.)	✅	✅	❌	❌	❌	❌
View employee's submitted request	✅	✅	❌	❌	❌	❌


Integrations
Setup integration	✅	✅	❌	❌	❌	❌
Disable integration	✅	✅	❌	❌	❌	❌

Compensation Explorer
Generate salary simulation	✅	✅	❌	❌	❌	❌

Custom Fields
Add/Edit/Delete	✅	✅	❌	❌	❌	❌
View	✅	✅	❌	❌	✅	❌

Cost Calculator
Generate cost of employment estimate	✅	✅	✅	✅	✅	❌

What can the different company users do on Remote?

Types of Assignments

What roles can company users have

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Types of Assignments

What roles can company users have

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