Members and roles

For instructions on how to invite new members or change a user’s role, please refer to the Initial Setup article.

In this ESG platform, there are three types of user roles within a company:

Member Users 👤

Member users are the core users of the platform. They can access and use all standard features to manage their company’s ESG reporting.

• Permissions:
  • Access and use all standard platform features.
• Limitations:
  • Cannot manage other team members (e.g., invite, edit, or remove).
  • Cannot change company-wide settings or billing information.

Admin Users 🔑

Admin users have all the same permissions as Member users, plus full management and administrative control over their company’s account.

• Permissions:
  • Access all features available to Member users.
  • Manage team members: invite new users, edit existing member information, and remove users.
  • Manage company data: edit company details and delete the company account.
  • Manage subscriptions and payments.
  • Access data history (view all changes made in the platform).
  • Clone a new reporting year.

Auditor Users 📊

• Likely for external auditors or reviewers who need to examine the company’s ESG data.