Follow this step-by-step guide to add a new user in the platform:
Navigate to SETUP and click on "Users".
Company view:
Fund Manager view:Click on "+ new user".
Populate the users' contact information.
Assign the user a role. There are five access levels to choose from:
Admin: grants the user full access to the platform, and can invite new users and sign off or lock data submissions.
Team member (ONLY available to Fund Managers): can access all data, but cannot invite new users or sign off data.
Data gatherer: can access only the data collection metrics and entities assigned to them by the admin. When assigning a Data gatherer role, select "Data collection access" to assign specific data points and entities to the chosen user.
Data viewer: Read-only access to Home, Dashboards, Carbon Insights, Reports, Policies, and Entities. Can view and export data and create personal saved views but cannot edit data, share or delete others' views, manage users, or receive notifications.
Data Gatherer and viewer: This user will be able to see the big picture (dashboards, reports, policies) while still being focused on their specific data collection tasks.
If you experience any issues inviting new users or assigning roles, reach out to our team using the chat function within the app.
FAQ
Question
Why am I unable to see the "+new user" box
Answer
If you have team member, data gatherer or data viewer access, you cannot add new users
Question
When I try to save the new user, I get the error "there was an issue creating the new user"
Answer
In most cases this is because the user already exists or existed in the past, so instead of inviting them from scratch you may need to re-send their invite
Or restore their access
