Green Business Benchmark° is structured around organizations, members, roles, and groups. Understanding how these pieces work together helps admins set up the platform clearly, assign the right permissions, and manage sustainability activity at the right level.
Who this is for
This article is for:
Organization admins and owners setting up or managing Green Business Benchmark°
IT or implementation stakeholders supporting user access and account structure
Group admins who need to understand group-level permissions
What you’ll need
Before setting up your organization, it helps to know:
Who should manage the organization
Who should have admin, member, or guest access
Which locations, departments, facilities, or business units should be represented as groups
Whether users should be invited only to the organization or also pre-assigned to groups
Your subscription plan’s member and group limits
Organizations
What is an organization?
An organization is the primary account unit in Green Business Benchmark°.
All groups, members, billing, and data belong to an organization. A user can belong to multiple organizations, and their role can be different in each one.
How many organizations can I belong to?
You can belong to up to 10 organizations by default.
What information does an organization have?
An organization can include:
Display name
Unique URL slug
Optional description
Industry
Phone number
Website
Address
Logo, either uploaded manually or auto-generated from initials
Can an organization be deleted?
Yes. Only the organization owner can delete an organization.
Organization deletion is managed from the danger zone in organization settings.
Important: Deleting an organization is a significant action. Confirm the deletion behavior and data impact with your organization members before proceeding.
Organization roles
What roles exist within an organization?
Organization roles determine what a member can do at the organization level.
Role | Capabilities |
Member | Standard access and participation in group activities |
Admin | Manage organization settings, invite and remove members, manage groups, and manage roles |
Owner | Full control, including organization deletion and billing management |
Can I have different roles in different organizations?
Yes. Your role is assigned per organization. For example, you may be an admin in one organization and a member in another.
Members and invitations
How do I invite someone to my organization?
Organization admins and owners can invite users from the Members page.
When sending an invitation, you can:
Enter the person’s email address
Assign an organization role
Optionally pre-assign the invitee to one or more groups
What happens when someone accepts an invitation?
If the person already has an account, they are added to the organization with the assigned role.
If they do not have an account, they can register through the invitation link. Their account is created and they join the organization in one step.
Do pending invitations count toward my member limit?
Yes. Pending invitations count toward your plan’s maximum member limit.
How long do invitations stay valid?
Invitations expire after 14 days. An organization admin can also revoke an invitation before it is accepted.
Can I change a member’s role?
Yes. Organization admins and owners can change member roles, with some restrictions:
Organization admins and owners can change roles for organization members
Only owners can promote someone to organization admin
The last owner cannot be demoted
Every organization must always have at least one owner
How do I remove a member?
Organization admins and owners can remove members from the Members page.
When a member is removed from the organization, they are also removed from all groups within that organization.
Members can also leave an organization voluntarily.
Groups
What is a group?
Groups are sub-units within an organization.
A group can represent a:
Location
Department
Facility
Business unit
Other organizational unit
Sustainability features such as initiatives, milestones, certification, and scoring are tracked at the group level.
Can groups be nested inside other groups?
No. Groups are flat. There is no group hierarchy or nesting.
How many groups can my organization have?
Standard, Premium and Enterprise plans include a base number of (1) one group in the subscription.
Organizations can purchase additional groups up to the maximum allowed by their plan. Standard and Premium plans allow up to 50 groups through self-service. Enterprise plans do not have a maximum group limit.
Plan | # Groups Included | Max Additional Groups |
Starter | 0 | 0 |
Standard | 1 | 50 |
Premium | 1 | 50 |
Enterprise | 1 | Unlimited |
What information does a group have?
A group can include:
Name
URL slug
Optional description
Physical address
Same-as-organization address option
Logo, either uploaded manually or auto-generated
Building ownership type
Group roles
What roles exist within a group?
Group roles determine what a member can do within a specific group.
Role | Capabilities |
Member | Standard participation in group activities |
Admin | Manage group settings and add or remove group members |
Do organization admins and owners automatically have access to all groups?
Yes. Organization admins and owners have full access to all groups without needing to be explicitly added as group members.
They can manage settings and members in any group. However, they will not appear in the group member list unless they are added manually.
How do I add someone to a group?
Organization admins, organization owners, and group admins can add existing organization members to a group with a specified group role.
You can also invite a new non-member directly as a group admin. They will receive an organization invitation and will be assigned as group admin after accepting.
Can a member leave a group without leaving the organization?
Yes. Leaving a group only removes the person from that group. Their organization membership remains active.
Onboarding
What happens when I create a new organization?
When you create a new organization, you’ll move through a short onboarding wizard.
The wizard guides you through:
Organization details, including name, industry, and address
Plan selection and payment
First group creation
Once onboarding is complete, the wizard will not appear again.
Organization switcher
How do I switch between organizations?
If you belong to more than one organization, you can use the organization switcher in the app. Your active organization is saved and persists across sessions.
Permissions summary
What can organization admins do that regular members can’t?
Organization admins can:
Manage organization settings
Invite members
Remove members
Change member roles up to admin
Create groups
Manage groups
Owners can also:
Delete the organization
Manage billing
Promote members to owner
What can group admins do?
Group admins can:
Manage group settings
Add group members
Remove group members
Change group member roles
Organization admins and owners can also perform these group-level actions without being added as group members.
Recommended next steps
After you understand how organizations, roles, and groups work, the next step is to confirm your setup plan:
Decide who should be the organization owner
Identify which team members need admin access
Define the groups your organization needs
Review your plan limits for members and groups
Invite the right people with the right role