The data collection for the GHG report can involve several teams and several people. Therefore, it is important to invite them on Greenly so that they can work together with you.
To make this easier, we have integrated into the dashboard a way to invite a team member to collaborate on a specific task.
For example, to perform categorization and validation of expenses, your CFO, or someone from the purchasing team may be a good person to perform this task.
Meanwhile, energy consumption data might be easier for the administration team to find, and the submission of employee surveys can be addressed to the HR team.
There are two ways to add a coworker on Greenly:
From Settings, go to "Users & Roles":
From the Dashboard, click on any task and select "Add a coworker":
This will assign the task to that specific person, once they have accepted the invitation.
You will need to give them one of the following roles on the platform :
