Company Access Permissions

This article outlines what permissions you can customize on a company level.

With GoCo's new advanced permissions, you'll not only have the ability to customize team-level access, but you'll also have the ability to customize company-level access! 

❗Please note: Company Access is the highest level of access in GoCo. By enabling full access under any module, the user will have FULL ACCESS for ALL team members (you will not be able to filter this by department/location).

To set up company access you'll first need to decide if you'd like the user to have No Access (which is the default), Full Access (to all modules and team member information), or Custom. If you choose custom, you'll have the ability to adjust access types by modules:

Access Types:

1. No Access: Under this setting, the user(s) will not have any access to the modules.
2. Full Access: Under this setting, the user(s) will have full access to the module/add-on. This includes setting it up, disabling it, adjusting policies, etc. For more detailed information, read below on the breakdown per module.
3. Custom: Under this setting, you must configure No Access or Full Access by module.

Here are all the modules you can customize

Please note this list varies depending on what user you are updating permissions for. For example, Team Members, can only have full access to "Birthday, Work Anniversary & Time Off Icons" and "Team Directory & Org Chart", whereas Manager's you can grant more permissions. 

1. Benefits*: 
   1. Full Access will grant the following permissions:
      1. ✅ Can view benefit policies
      2. ✅ Can view Benefit Sync
      3. ✅ View and edit benefit enrollments for all team members
      4. ❌ Cannot edit benefit policies (email help@goco.io if you are trying to enable this)
2. Company Billing:
   1. Full Access will grant the following permissions:
      1. ✅ Can view invoices
      2. ✅ Can edit credit card / ACH information
      3. ✅ Can upgrade and add add-ons
3. Company Name, EIN, Address, Logo:
   1. Full Access will grant the following permissions:
      1. ✅ Can edit company name, business entity type, address, phone, domain, and logo
4. Company Permissions: ⚠️ This permission is only available to full-access admins (i.e you cannot have company permissions set to "custom" and have the ability to toggle this module on)
   1. Full Access will grant the following permissions:
      1. ✅ Can create, edit and delete roles
      2. ✅ Can edit permissions for all users
5. Custom Fields:
   1. Full Access will grant the following permissions:
      1. ✅ Can create, edit, and delete company-level custom fields
      2. ✅ Can edit custom fields for all team members
6. Documents:
   1. Full Access will grant the following permissions:
      1. ✅ Can create, edit, and delete document templates
      2. ✅ Can send, view, verify, and delete documents for all team members
7. Expense Management*:
   
   1. Full Access will grant the following permissions:
      1. ✅ Can approve, deny, and delete expense reimbursement requests.
8. Integrations:
   1. Full Access will grant the following permissions:
      1. ✅ Can enable and disable integrations with third-party software
9. Messages*: 
   1. Full Access will grant the following permissions: 
      1. ✅ View, Compose and Send one-time messages.
      2. ✅ View, Compose and Send workflow message. 
10. Onboarding Tasks:
    1. Full Access will grant the following permissions:
       1. ✅ Can, create, edit and delete onboarding tasks
       2. ✅ Can assign onboarding tasks
11. Payroll Sync*:
    1. Can View will grant the following permissions:
       1. ✅ Can view payroll sync tasks & all payroll data
       2. ❌ Cannot close pay periods (email help@goco.io if you are trying to enable this)
       3. ❌ Cannot adjust payroll schedules (email help@goco.io if you are trying to enable this)
12. Performance Management*:
    1. Full Access will grant the following permissions:
       1. ✅ View and Edit all Review Templates.
       2. ✅ View, Start and Manage all Reviews. 
13. Quick Links:
    1. Full Access will grant the following permissions:
       1. ✅ Can create, edit, and delete company-level quick links.
14. Reports:
    1. Full Access will grant the following permissions:
       1. ✅ Can create, edit, and delete custom reports
       2. ✅ Can view all report data for all team members
15. Spaces*: 
    1. Full Access will grant the following permissions:
       1. ✅ Can create, edit and delete ALL Spaces, Pages and Widgets.
16. Surveys*: 
    1. Full Access will grant the following permissions: 
       1. ✅ Can setup, edit and pause surveys.
17. Team Org Chart & Team Directory:
    1. Full Access will grant the following permissions:
       1. ✅ Can view all team members on the Org Chart
       2. ✅ Can view name, email, phone number, title, department, location, and manager for all team members
18. Team Timeline:
    1. Full Access will grant the following permissions:
       1. ✅ Can view any non-private note.
       2. ✅ Can add notes to any team member’s timeline.
19. Time*:
    1. Full Access will grant the following permissions:
       1. ✅ Can create, edit, and delete time tracking policies.
       2. ✅ Can edit, approve, and export timesheets.
       3. ✅ Can clock in / clock out on behalf of team members.
       4. ✅ Can update team members’ Kiosk PINs.
       5. ✅ Can create and publish schedules. 
20. Time Off*:
    1. Full Access will grant the following permissions:
       1. ✅ Can create, edit, and delete time off policies.
       2. ✅ Add time off requests on behalf of all team members.
       3. ✅ Adjust time off balances.
       4. ✅ Approve and edit time off requests.
21. Work Groups:
    1. Full Access will grant the following permissions:
       1. ✅ Can create, edit, and delete Divisions, Departments, Locations, and Custom Work Groups.
       2. ✅ Can assign Divisions, Departments, Locations, and Custom Work Groups to all team members.
22. Workflows*: 
    1. Full Access will grant the following permissions:
       1. ✅ View and Edit all Workflow Templates.
       2. ✅ View, Start and Manage all Workflows.