Every member of an organisation has a role. Data providers, reviewers and country managers can be limited to certain countries or assets (their Access limits). The limit is applied in the database query, so a limited member never sees other assets.
The roles
| Role | Typical person | Main rights |
|---|---|---|
| Client admin | Your emissions lead | Everything, including members, plan and support access |
| Methodology owner | Methodology consultant | Setup, factors, settings, data, calculations, approvals and locking. Cannot manage members |
| Data provider | Site or asset engineer | Enters and imports data, runs calculations and submits months for the assets in their access limits |
| Reviewer | Emissions reviewer | Reviews or returns submitted months for the assets in their access limits, and reads the audit log |
| Country manager | Country or business-unit manager | Reviews or returns submitted months for the countries or assets in their access limits |
| Executive viewer | Management | Read-only dashboards and reports for the whole organisation |
| External verifier | Third-party verifier | Read-only dashboards, reports and audit log |
| Support (read-only) | The support team, only when you grant it | Read-only and time-limited; every request is recorded in your audit log. See Support access |
Who can do what
| Action | Who |
|---|---|
| View dashboards and results | Everyone; data providers, reviewers and country managers within their access limits |
| Manage members and support access | Client admin |
| Change general settings and library pins | Client admin, methodology owner |
| Change assets, systems, sources and data streams | Client admin, methodology owner |
| Enter or import data, run calculations, submit months | Client admin, methodology owner, data provider (within limits) |
| Mark a month reviewed | Client admin, methodology owner, reviewer and country manager (within limits) |
| Approve and lock months, approve restatements | Client admin, methodology owner |
| Request reports | Everyone except support; data providers, reviewers and country managers within their limits |
| Set up and manage scheduled reports | Client admin, methodology owner |
| Full organisation export | Client admin |
| Read the audit log | Client admin, methodology owner, reviewer, external verifier, support |
Good to know
- External verifiers and executive viewers are free and do not count towards the user limit of your plan; neither does support access. See Plan & usage.
- Four-eyes control is a matter of role assignment: the software does not stop one client admin from both reviewing and approving the same month.
- The platform operators have no access to your data unless a client admin grants time-limited support access.
- Client admins invite people and change roles on Settings → Members. See Members.