Step 1: Go to your icon in the top right-hand corner. Go to Company setup and Users.
Step 2: Click "Add user" and fill out the email address, first name, and last name.
Step 3: All users need to be assigned role groups and applications depending on their purpose in the assessment process. Please read up on the sub-pages to understand usage and access rights.
Step 4: Tags can be used to define information barriers within Analytics. Consult your Sustainability Platform Team for support in assigning tags to users. It is not mandatory to add tags.
Step 5: If the user should get an email right away to invite them to access the platform, tick the box "Send welcome email."
Step 6: Click "Create the user" or "Create the user and add another one" to add another user, and continue until all users are added.
The Users view will show you a list of all users including the following:
- Name of user
- E-mail of user
- Organizational units the user is Supervisor for
- Measures the user is responsible for
- Last login date/time (or invited)
- Roles
- Applications the user is allowed to access
Add the same role to several users at the same time
To add several exsiting users to the same role, check the box on the left-hand side and click the pencil icon "Add role groups." This will additionally assign the roles to these users.
Role groups cannot be removed in batches i.e. roles can only be removed from one user at a time.
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