Inviting your clients
Depending on how you collaborate with your clients, you might want to add them as early as possible to work on calculating the footprint with you, or you might choose to wait and only invite them to review the final data. Both ways of working are of course supported in Carbon+Alt+Delete.
Adding new company users
To add a client to one of your company accounts, you first need to switch to the right account via the company accounts dropdown menu.
Next, go to "Company Settings" under the profile dropdown.
Finally, you click "Add new company user", fill out the details of the user, and send the invite. Please pay close attention to the permissions settings of the user as this will affect what they can and can't do in the account.
Understanding permissions settings
Please consult the below table to understand what level of permissions to give to your clients.
Role | Feature access | Permissions |
---|---|---|
Company user - Edit (full) | All features and pages in their company account | Edit |
Company user - Read-only (full) | All features and pages in their company account | Read-only |
Company user - Read-only (limited) | Inventory, dashboards, reports, and boundaries only | Read-only |