How To: Invite a client to access their carbon footprint

You can add a user that only has access to one of your company accounts.

1. Switch to the company that you wish to give the user access to. You will need to have the company on the company access list on your user profile.

2. Click the three dots next to the name of the company and select "Company Account Settings".

   

   Navigate to the Company Account Settings from the three dot menu
3. Click on the outlined block labelled “Add new user”.

   

   Add new user block and a newly created user
4. Click on the expand icon and fill in the details in the panel that opens on the right of the screen.

   1. First and Family Name

   2. Email address

   3. Photo (optional) - For use as a profile picture

   4. Read-only? - Indicates whether the user can edit data

      

      Enter the user's details in the details pane on the right
5. Click the "Send invite" button to send an email to the new user.

6. The user will receive an email at the address provided that allows them to provide a password and activate their account.

7. Once the user has activated their account, you will see their status change from "Invited" to "Active".

8. The user will then be able to access the company account data but they will not have access to any of the settings.

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