Adding a user in Company setup

Step 1: Click the user 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. Read the sub-pages to understand usage and access rights. 

Step 4: Tags can be used to define information barriers within Analytics. Consult the Sustainability Platform Team for support in assigning tags to users. It is not mandatory to add tags.  

Step 5: To send the user an email invitation to the platform right away, tick the “Send welcome email” box.

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 lists all users with the following information:

• Name of user
• E-mail of user
• Org.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 existing users to the same role, tick the boxes on the left-hand side and click the pencil icon “Add role groups”. The roles are added to the roles these users already have.

Role groups cannot be removed in bulk. Roles can only be removed from one user at a time.