User & Company Accounts (Admin only)
Learn how to manage companies and users on Carbon+Alt+Delete
Last updated
Learn how to manage companies and users on Carbon+Alt+Delete
Last updated
Carbon+Alt+Delete offers various permission levels when inviting users to your consultancy or company accounts so you can collaborate efficiently and securely with your colleagues and clients.
The below table details the different user roles and what kind of access these have.
Admin
All
All features and consultancy settings
Edit
Expert user
Multiple
All features
Edit
Company user - Edit (full)
1
All features
Edit
Company user - Read-only (full)
1
All features
Read-only
Company user - Read-only (limited)
1
Inventory, dashboards, reports, and boundaries
Read-only
Data provider
No access
Data upload landing page only
Data upload
Keep reading below to learn more about setting up company accounts and managing users.
Only Admins will have access to this functionality.
Each company account is an organization having its emissions calculated using Carbon+Alt+Delete.
If you are an administrator, you can manage company accounts from the Company Accounts tab within the Consultancy Settings view.
To create a new company account, click on the outlined block labelled “Add a new Company Account”.
You will then be able to enter the company’s name.
Only Admins will have access to this functionality.
Expert users are users that can be set up to have access to multiple company accounts. These are typically members of a team of consultants, as opposed to users directly associated with the company having its emissions calculated.
If you are an expert user with Admin permissions, you can manage the other expert users on your account from the Users tab within the Settings view
To create a new user, click on the outlined block labelled “Add new user”. Then click the expand icon and fill in the user’s details in the panel that opens on the right of the screen.
At this point, you should also select which company accounts the user should have access to. If you do not add any company accounts, they will not have access to any functionality when they activate their account. If the user will have Admin permissions, then they will be able to update their own Company Access list.
Click the Invite button to send an email to the new user so that they can activate their account.
Admin – Enable this toggle to grant a user full access to the settings view. Admin users are able to access all Settings tabs, while non-Admins only have access to the My Account tab.
Company Access – Select the company accounts that the user should have access to.
Only Expert users will have access to this functionality.
A company account user is a user that only has access to one company account. This is typically someone directly associated with the company having its emissions calculated, such as the owner or in-house consultant.
If you are an expert user with access to a given company account, you can manage its company account users from the Company Settings page.
To create a new user, click on the outlined block labelled “Add new user”. Then click the expand icon and fill in the user’s details in the panel that opens on the right of the screen.
Click the Invite button to send an email to the new user so that they can activate their account.
Once you have created the company account, you will need to grant access to any expert users who will be involved in the project. (See the section below). You will automatically be added to its list of users.
