Companies, Teams, and Members
Companies, Teams and Members
Clients and freelancers can create a company page on the goLance platform.
Companies at goLance serve as an agency, or as a client companies
Working as an agency, the company will find work for freelancers (subcontractors) who are part of the company.
Working as a client, a company will publish jobs/projects to be completed and will hire freelancers to work on that job.
When a company works as both an agency and a client company, it has the properties of both companies described above.
Why have a company?
If you want to hire more than one person and scale your business effectively, creating a Company is a smart choice.
Having a Company, you can:
Hire freelancers on behalf of your Company
Invite other managers to your Company
Keep your projects or Companies separately
Manage the day-to-day Company’s operations
Organize your reports by Companies
Organize your Company’s Freelancers by Teams
Give limited permissions to your Company Members
Like in traditional offline businesses, Company Members are people you add to your Company to manage specific tasks under the name of your Сompany. Think about them as heads of the departments.
These members can assist you with the hiring process, finances, and with managing contracts. You can assign specific responsibilities to the Company Members you hire and give them limited permissions to manage a Company depending on their roles.
The roles that you can assign are:
Company Owner - the person who creates the company. By default, this role has all company permissions.
Company Moderator - the person who helps with general company management.
Hiring Manager - the person who is involved in all steps of the hiring process.
Sales Manager - helps freelancers working under the Company find jobs and manage their contracts. This role is used mostly by Companies that are working as Agencies.
Subcontractor (Company Member with no Role) - freelancer working in-house. Your subcontractors can be classified as exclusive or non-exclusive freelancers. The difference is that exclusive freelancers can only work for one (your) company and can not participate with any other companies or contracts. Sales Managers can apply for work and accept offers on behalf of Subcontractors. They can also choose to keep all income from such works and settle up later or split a payment on goLance as it comes in.
The set of roles is universal for all types of Companies. If you are working as an Agency, you won’t need a Hiring Manager role, if you’re working as a Client, you won’t need Sales Managers and Members with no Role. Adjust the roles to your needs.
Who can I add as a company member?
You can invite any freelancer registered on goLance or an unregistered person by sending an invitation via email from Members tab -> Invite Company Member in your company page. || Invite Company Member action is available only to Company Owner and company members with Company Moderator Roles.
By Adding Company Members to your Company you can:
Give limited or full permissions to someone you trust to help manage your company,
Delegate company management of hiring freelancers or supervising subcontractors,
Delegate company management of issuing payments,
Delegate company management of contracts,
Give Hiring Managers control over different Teams. It means that Hiring managers will be able to work with only that Teams of freelancers they were assigned to.
Note: a company member can have more than one role. Several members of the Company can have the same Roles. The number of Company Members is not limited.
Check the table below to see all the permissions each Company Member has depending on a Role:
A team is a group of сontracts within a сompany that are placed under a team name. Teams help organizing multiple contractors. One or several Hiring Managers can be assigned as team managers to one or more teams. Being a team manager means to have access to contractors of the team. By default, Company Owner and Hiring Managers with all-company access are managers of all teams.
Note: You can also assign jobs and offers to Teams. So when the job offer is accepted and a contract is opened, contracts are assigned to the chosen team.
Should I use teams?
When you intend to have multiple contractors and want to keep them organized
When you have several Hiring Managers in your company and want to restrict their access to particular contracts
Who can create teams?
The Company Owner and company members with Company Moderator role can create teams.
Adding Teams to your Company allows you to:
Control the access of your Hiring Managers to contracts of your company
Organize your reports by teams
Organize your contracts/freelancers into teams for simpler company and account management.
How to Create Team
You can find a list of your company teams in Teams tab of your company profile page. If your company does not have teams yet, you can Create a Team there by following these instructions:
Go to your company profile page;
Click on Teams tab;
Add a Team name;
Select a Team icon (optional);
Write a Team Description (optional);
Select Team Manager(s) in the drop-down list.
Note: Only company members with the Hiring Manager role can be selected as team managers. By default, Company Owner and Hiring Managers with all-company access are managers of all teams.
Select contractors that you want to add to this Team.
Note: This is an optional field. You can create all necessary teams in advance and add contractors to them after you hire them.
A Team can be updated in 2 ways:
By clicking on the button in the upper right corner of a Team card and selecting a necessary action (e.g. View Team, Add Contractors, Assign Managers, Delete Team).
By clicking on a Team card, which opens the Team view modal window.
Here you can find all the details about the team: name, description, the whole list of Team Managers, the whole list of Team contractors. In addition, from this modal you can make necessary updates to the team:
Edit Team Name, icon, description. Click on the edit icon near the Team name to make changes to team name, icon, description.
Assign Team Managers. Click on Assign Manager button and select Hiring Manager(s) that you want to have access to this team and permissions to manage its contractors.
Remove Team Managers. Click on the cross of the card with their name to remove a Team Manager.
Note: Company Owner and Hiring Managers with all-company access are team managers by default and can’t be removed from this page.
Add Contractors. To add contractors to the team, click on Add Contractor button.
Remove Contractors. There are 2 ways to do this:
Click on Remove button in the raw with the contractor you want to remove.
Click on Add Contractor button and you’ll see the whole list of contractors in the team. Click on the bin icon of the contractors you want to remove and click Save to remove them from the team.
Note: a contractor can be in several teams at the same time only if they have more than 1 contract. While 1 contract can be only in 1 Team. To change the team of the contract, remove it from one team; only then you’ll be able to add it to another team.
Delete Team. Click on Delete Team button in the upper right corner of the modal to delete the Team.
Note: The actions available for the person depend on the person’s role in the company: Company Owner - all actions available; Company Moderator - create a team, assign Team Manager, delete a team; Hiring Manager (with All Company access) - add/remove contractors;
If you have any other questions or feedback for this article, please leave your comments and thoughts below. We love to hear from you.
Updated on: 30/03/2023