What can the different company users do on Remote?

Nneka

Updated September 21, 2022 21:58

When creating a company account on Remote, the person who creates the account is automatically made the "company owner". When a new team member is added, they can be added either as a company admin or company viewer. You can have multiple company admins and viewers but there can be only one company owner.

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 person 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 person 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 company users can do

ACTION	COMPANY OWNER	COMPANY ADMIN	PEOPLE MANAGER	ONBOARDING MANAGER	COMPANY VIEWER
Remote Insights	✅	✅	❌	❌	❌

Company Details
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	✅	✅	❌	❌	❌
View employee's contract details	✅	✅	✅	❌	✅
View employee's payslip	✅	✅	❌	❌	✅
View employee's signed contract	✅	✅	❌	❌	✅

Onboarding
Add 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	✅	✅	❌	❌	❌
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	✅	✅	❌	❌	❌

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 company users can do

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Types of Assignments

What company users can do

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