Why Create a Company?
If your goal is to hire multiple freelancers and manage various departments, creating a Company profile is a strategic move. It moves you from a "solo employer" mindset to a "corporate manager" structure.
With a Company profile, you can:
- Centralize Hiring: Contract freelancers on behalf of your brand rather than your personal account.
- Delegate Authority: Invite other managers or executives to help oversee your operations.
- Maintain Separation: Keep different business ventures or independent projects entirely separate.
- Operational Oversight: Manage day-to-day operations and administrative tasks from a single dashboard.
- Advanced Reporting: Organize financial reports and invoices by Company to simplify your accounting.
- Workforce Organization: Group your freelancers into specific Teams based on their department or project.
Organizing with Teams
A Company acts as the umbrella, but Teams are where the work actually happens. By organizing your Company's freelancers into Teams, you can:
- Segment workers by department (e.g., "Marketing Team," "Development Team," "Customer Support").
- Assign specific managers to oversee only the teams they are responsible for.
- Simplify communication and project tracking by keeping relevant talent grouped together.
Delegating with Precision: Managing Members and Permissions
Scaling your business requires trust, but total access can be a security risk. To maintain a balance between delegation and security, goLance allows you to add Company Members and assign them specific responsibilities.
By assigning defined roles, you can empower your staff to assist with hiring, financial oversight, and contract management without compromising sensitive account data.
Understanding Company Roles
Each member you invite to your company is assigned a specific role that dictates their level of access. Here is a breakdown of the available permissions:
- Company Owner The individual who creates the company. By default, this role holds absolute authority and has access to all company permissions and settings.
- Company Moderator The "administrator" of the company infrastructure. They can edit company information, invite or remove members, change member roles, and manage teams. They also oversee company activity codes and manage payment methods.
- Hiring Manager The lead for talent acquisition and contract oversight. This role can post or edit jobs, manage candidates, and send offers. They have the power to create, update, and end contracts, as well as handle financial tasks like paying invoices, sending bonuses, and releasing milestones.
- Financial Manager A specialized role focused on accounting. This member can view and download company invoices and financial reports to ensure your bookkeeping remains up to date.
- HR Manager Dedicated to contractor relations and internal standards. This role manages time-off policies and handles the enrollment of contractors into those policies.
Who can I add as a company member?
To expand your organization, simply invite members via their email address; if they don't have a goLance account yet, they will be prompted to create one upon receiving the invitation. Please keep in mind that only users with a Client Profile can be added as Company Members, so any invited freelancer must also set up a client profile to join your team.
Streamlining Operations with Teams
As your business scales, managing a long list of individual contracts can become cumbersome. goLance Teams offer a way to group contracts within your company, providing better organization and security.
A Team is essentially a collection of contracts under a single name. By default, the Company Owner and Hiring Managers with "All Company" access can manage all teams. However, you can also assign specific Hiring Managers to only oversee specific teams, giving you granular control over who sees what.
Why Use Teams?
Teams are highly effective for companies that hire multiple contractors and want to maintain a clean structure. You should consider using teams when:
- Organization is key: You want to group contractors by department (e.g., Development, Design, Marketing).
- Access Control: You have several Hiring Managers and need to restrict their access to only the contracts they are personally managing.
- Streamlined Hiring: You can assign jobs and offers directly to a Team. Once an offer is accepted, the resulting contract is automatically placed in that team.
How to Create and Manage a Team
Who can create them? Only the Company Owner and Company Moderators have the authority to create teams.
Creating a Team
- Navigate to your Company Profile page and click the Teams tab.
- Click Create a Team.
- Enter a Team Name and optional description/icon.
- Select Team Managers: Choose from your existing Hiring Managers.
- Add Contractors: You can add them now or wait until after they are hired.
Updating a Team
You can modify a team by clicking the button in the upper right of the Team Card or by clicking the card itself to open the management modal. From here, you can:
- Edit Details: Change the name, icon, or description.
- Manage Managers: Assign or remove Hiring Managers. (Note: Company Owners and All-Company Hiring Managers cannot be removed).
- Organize Contractors: Add or remove freelancers.
Pro Tip: A single contract can only belong to one team at a time. If a freelancer has multiple contracts, they can be in multiple teams, but to move a specific contract, you must first remove it from its current team.
Role-Based Team Permissions
The actions available within a team depend on your company role:
- Company Owner: All actions (Create, Delete, Assign, Manage).
- Company Moderator: Create teams, delete teams, and assign Team Managers.
- Hiring Manager (All Company Access): Add or remove contractors from teams.
By grouping your talent into teams, you not only simplify your account management but also ensure that your reporting is organized and your managers have exactly the access they need to keep projects moving.
We hope this information has been helpful. If you have any other questions or require additional assistance, please contact our support team through the goLance chatbot. They will be more than happy to provide guidance.