From 4bfa9cc6b1e74e139913828eb7e55d2e356a1fe0 Mon Sep 17 00:00:00 2001 From: RobHarrison Date: Mon, 3 Aug 2026 09:36:01 +0100 Subject: [PATCH 1/4] Add product update for company owners Co-Authored-By: Claude Fable 5 --- blog/260803-company-owners.md | 34 ++++++++++++++++++++++++++++++++++ blog/authors.yml | 6 ++++++ 2 files changed, 40 insertions(+) create mode 100644 blog/260803-company-owners.md diff --git a/blog/260803-company-owners.md b/blog/260803-company-owners.md new file mode 100644 index 0000000000..c8f6223ced --- /dev/null +++ b/blog/260803-company-owners.md @@ -0,0 +1,34 @@ +--- +title: "Introducing company owners" +date: "2026-08-03" +tags: ["Product", "Update"] +hide_table_of_contents: true +authors: rharrison +--- + +You can now assign owners to your companies in the Codat Portal and control which companies your users can access. + + + +## What's new? + +One or more owners can optionally be assigned to a company when creating or editing it in the Portal. + +We've also introduced a new **company permissions** setting. When enabled for your organization, users with the [Onboarding, Advisor, or Analyst role](/configure/user-management/user-roles) can only access companies they've been assigned to as an owner. Administrator and Developer users retain access to all companies. + +### Key benefits + +- **Control access to company data**: manage which of your users can access which companies, helping you meet internal data access requirements. +- **A focused view for your users**: relationship managers and advisors only see the companies relevant to them in the Portal. +- **Clear accountability**: team leads and managers can see who is responsible for each company. +- **Granular reporting**: report on companies by owner. + +## Who is it relevant for? + +Clients who want to establish clear ownership of their companies, or need to control which of their users can access which companies' data - for example, banks that need to restrict client data visibility internally. + +## How to get started? + +Owner assignment is available to all clients today - simply assign owners when creating or editing a company in the Portal. + +To enable the company permissions setting for your organization, contact your account manager or our support team. diff --git a/blog/authors.yml b/blog/authors.yml index 7b7ff5cd3f..20cd2bbc04 100644 --- a/blog/authors.yml +++ b/blog/authors.yml @@ -189,3 +189,9 @@ brucepouncey: title: Product Engineer url: https://github.com/brucepouncey image_url: https://avatars.githubusercontent.com/u/229920420?v=4 + +rharrison: + name: Rob Harrison + title: Software Engineer, Platform + url: https://github.com/Rob-Codat + image_url: https://github.com/Rob-Codat.png From 4a1093b2bf92ac9251f98b690e5a962a6fd471a3 Mon Sep 17 00:00:00 2001 From: RobHarrison Date: Mon, 3 Aug 2026 09:38:53 +0100 Subject: [PATCH 2/4] Update author title to Senior Software Engineer Co-Authored-By: Claude Fable 5 --- blog/authors.yml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/blog/authors.yml b/blog/authors.yml index 20cd2bbc04..48990285e6 100644 --- a/blog/authors.yml +++ b/blog/authors.yml @@ -192,6 +192,6 @@ brucepouncey: rharrison: name: Rob Harrison - title: Software Engineer, Platform + title: Senior Software Engineer url: https://github.com/Rob-Codat image_url: https://github.com/Rob-Codat.png From d72c6e53b647b85d42739c3c63d01d0fc4d554d2 Mon Sep 17 00:00:00 2001 From: RobHarrison Date: Mon, 3 Aug 2026 09:42:43 +0100 Subject: [PATCH 3/4] Remove key benefits section from company owners update Co-Authored-By: Claude Fable 5 --- blog/260803-company-owners.md | 7 ------- 1 file changed, 7 deletions(-) diff --git a/blog/260803-company-owners.md b/blog/260803-company-owners.md index c8f6223ced..4e200d5eff 100644 --- a/blog/260803-company-owners.md +++ b/blog/260803-company-owners.md @@ -16,13 +16,6 @@ One or more owners can optionally be assigned to a company when creating or edit We've also introduced a new **company permissions** setting. When enabled for your organization, users with the [Onboarding, Advisor, or Analyst role](/configure/user-management/user-roles) can only access companies they've been assigned to as an owner. Administrator and Developer users retain access to all companies. -### Key benefits - -- **Control access to company data**: manage which of your users can access which companies, helping you meet internal data access requirements. -- **A focused view for your users**: relationship managers and advisors only see the companies relevant to them in the Portal. -- **Clear accountability**: team leads and managers can see who is responsible for each company. -- **Granular reporting**: report on companies by owner. - ## Who is it relevant for? Clients who want to establish clear ownership of their companies, or need to control which of their users can access which companies' data - for example, banks that need to restrict client data visibility internally. From e1a5c38fea8d2ee81ae601f49b897478e5bb6060 Mon Sep 17 00:00:00 2001 From: RobHarrison Date: Mon, 3 Aug 2026 10:06:22 +0100 Subject: [PATCH 4/4] Skip self-domain URLs in link check New pages fail the link check because their canonical URL on docs.codat.io returns 404 until the page is deployed. The build's absolute self-domain URLs (canonical tags, sitemap, RSS/Atom feeds) are generated by Docusaurus from pages that are already crawled locally, so checking them against production adds no coverage. Co-Authored-By: Claude Fable 5 --- package.json | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/package.json b/package.json index c192e4f21b..cc03446159 100644 --- a/package.json +++ b/package.json @@ -19,7 +19,7 @@ "format:js:check": "prettier --check \"**/*.{js,jsx,ts,tsx}\"", "format:mdx": "prettier --write \"**/*.{md,mdx}\"", "format:mdx:check": "prettier --check \"**/*.{md,mdx}\"", - "links:check": "linkinator ./build --recurse --verbosity error --timeout 20000 --concurrency 25 --retry --skip \".*github.*\"", + "links:check": "linkinator ./build --recurse --verbosity error --timeout 20000 --concurrency 25 --retry --skip \".*github.*\" --skip \"https://docs.codat.io\"", "vale:sync": "vale sync", "vale": "vale docs/", "vale:check": "vale --minAlertLevel=warning docs/",