GoComment Tutorials: Roles and their purpose

Entities

Organization

This is the primary entity to which projects and users are attached. The management of this entity is handled by the Admin.

Project

Projects are linked to the Organization, and users are linked to the Project.

User

A single user can be linked to different projects in various roles, including Admin in another organization.

Types of Users

Admin

The primary user of the account and the owner of the Organization. A project can have multiple employees with this role, and there is always at least one user with this role (meaning the last Admin cannot be deleted). A user with the Admin role can be linked to different Organizations by users with different roles.

Manager

This type of user can be linked to different Organizations and Projects by users with different roles. Managers can create and edit tasks, change the status of tasks, and archive tasks.

Commenter

Users can be linked to different Organizations and Projects by users with different roles. Commenters can invite other users to projects, leave comments, and track the status of tasks.

	Admin	Manager	Commenter
Creating/deleting an organization
Subscription payment
Task trackers integration
Changing roles
Creating/archiving a project
Changing status
Creating/editing tasks
Adding users
Removing users
Attaching files
Commenting

	Admin	Manager	Commenter
Creating/deleting an organization
Subscription payment
Task trackers integration
Changing roles
Creating/archiving a project
Changing status
Creating/editing tasks
Adding users
Removing users
Attaching files
Commenting

Widget integration

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Settings

Once you've signed into your account, you'll find yourself on your profile dashboard, which consists of several key sections: projects, profile, admin tools.

Under the "Settings" section, you have the option to update your name, time zone, and password.

Active Projects

In the "Active Projects" section, you'll be able to view your ongoing projects and even initiate new ones.

Archive

The "Archive" provides a space where you can access past projects and review detailed project-related information.

And there you have it—your guide to effortlessly navigating your GoComment profile.

Feel free to reach out if you have any questions or require further assistance.

Create a project

To create a new project, head over to the "Active Projects" section. Here, you'll find both an "Add New Project" button and a "+" symbol at the upper-right corner.

The project creation process unfolds in four straightforward.

Step 1: Project Description

In this initial phase, you'll have the opportunity to provide a name for your project, a project link, and a project description. While client name and description are optional, they can be valuable additions to your project overview.

Step 2: Adding Team Members and Inviting Clients

In this step, you can seamlessly invite team members who will be actively involved in the project, as well as extend invitations to your clients.

You have the flexibility to send invites via email and select the role for the invitee: admin, manager, or commenter.

You can generate a unique link for the entire team, which can be manually shared with each team member or clients' team. Before generating the link, you can specify the intended role: admin, manager, or commenter.

Upon generating the link, it will be automatically copied to your clipboard, ready to be dispatched to your team members.

Step 3: Widget Code Integration

In this stage, you'll need to seamlessly integrate the GoComment widget into your project's website. You can send instructions via email to your web developer or copy the code snippet for manual installation.

Step 4: Setting Up Integration with Task Trackers

In the final phase, you'll have the option to integrate GoComment with popular task tracking applications, including Notion, Trello, Jira, Monday, Teamwork, GitLab, Asana, and ClickUp. If integration isn't necessary for your workflow, you can skip this step.

Following the completion of these four steps, your new project will be successfully created, and you'll find it conveniently displayed on your "Active Projects" dashboard.

With your project in place, you're all set to dive into your work!

Should you have any queries or require further assistance, feel free to reach out.

See Details

You can effortlessly manage your projects and tailor their settings through the "Active Projects" menu.

Click on the icon with three dots located near the project name, and you will see multiple options. From viewing details to editing project specifics, establishing connections with task trackers, and managing users—it's all right there at your fingertips.

By selecting "See Details," you'll gain access to an overview of your project, complemented by tabs enabling you to fine-tune users, project settings, and task tracker integration.

Main Information

Within the Main View, you'll find a comprehensive breakdown of various task statuses, including resolved, in progress, under discussion, and rejected. Additionally, you can track the number of times you've been mentioned and stay updated on newly added comments.

Project Settings

In the Project Settings, you'll have the ability to make adjustments such as altering the project name, project link, client name, and project description.

You will also see widget integration options: code snippet to install manually or sending the the code and instructions to the web developer

Task Tracker

Navigating to the Task Tracker tab, you'll have the opportunity to seamlessly integrate your project with widely-used task trackers, including Notion, Trello, Jira, Monday, Teamwork, GitLab, Asana, and ClickUp.

Users

Finally, within the Users tab, you can conveniently oversee all project participants. This includes viewing user profiles, making necessary edits, and inviting new members to join.

Should you have any queries or require further assistance, feel free to reach out.

Console

Once the widget is set up on your website, you're ready to dive into the world of GoComment. Upon visiting your website, you'll notice the GoComment console:

This versatile console can be easily repositioned from right to left. It serves as your hub to enter commenting mode, review mentions, and access all comments.

Commenting

To add comments, simply engage commenting mode by clicking the button adorned with a speech bubble and a plus symbol.

Now, by selecting any element on your website, you can leave a comment. You can enhance your feedback by attaching files and mentioning other project collaborators.

Replying to Comments

Once you've added a comment, other users can respond to them.

Replying to Comments

Once you've added a comment, other users can respond to them.

Adding Tasks

If you've integrated GoComment with task trackers, you have the unique ability to transform comments into tasks (available to Admins and Managers). To achieve this, within the console, click the button featuring three dots and opt for the "Add Task" option.

Moreover, you possess the capability to manage comments—editing, deleting, and altering their status.

Status options encompass: to discuss, in progress, rejected, resolved

Now, you're equipped with the skills to proficiently utilize the GoComment widget within your projects. Seamlessly collaborate with your team and gather client feedback, amplifying your project's efficiency and success.

Should you have any queries or require further assistance, feel free to reach out.

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