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Collaboration - Work with Your Team

Enable multi-user collaboration with role-based access control across your ESG reporting.

What is Collaboration?​

Collaboration is your team management hub where you:

  • Manage teams - Organize users by department or project
  • Control access - Role-based permissions system
  • Invite stakeholders - Engage external participants
  • Track activity - See who's doing what
  • Share data - Collaborate with value chain partners
Team Management

Key Capabilities​

👥 Team Management​

Organize your ESG team effectively:

  • Departments - Group by function (Env, Social, Gov)
  • Projects - Assign teams to specific reports
  • Hierarchies - Reflect your org structure
  • External members - Invite consultants or auditors

🔐 Role-Based Access Control​

Fine-grained permissions for security:

  • Admin - Full system access
  • Manager - Edit data and reports
  • Contributor - Input data only
  • Viewer - Read-only access
  • Custom roles - Define your own permissions

✉️ Stakeholder Invitations​

Engage internal and external stakeholders:

  • Email invitations - Simple onboarding
  • Limited access - Scoped permissions
  • Guest users - Time-limited access
  • Stakeholder portal - Dedicated view

💬 Discussion Threads (Cross-Module)​

Keep conversations attached to the work instead of spread across slides and emails:

  • Data discussions - Comment directly on data insertion and disclosures.
  • Roadmap discussions - Discuss tasks and planning inside the roadmap.
  • IRO and topic discussions - Open threads on IROs and material topics, across entities and value chain.
  • Report discussions - Comment on specific report sections while you write.

🎬 Tasks and roadmap collaboration (example)​

How to Use Collaboration​

Step 1: Set Up Your Organization​

  1. Go to Settings → Organization
  2. Fill in organization details
  3. Set up departments/divisions
  4. Configure branding (logo, colors)

Step 2: Invite Team Members​

  1. Go to Settings → Team Members
  2. Click "Invite Member"
  3. Enter email address
  4. Select role:
    • Admin: Full access
    • Manager: Edit data and reports
    • Contributor: Input data
    • Viewer: Read-only
  5. Add to teams (optional)
  6. Click "Send Invitation"

Step 3: Create Teams​

  1. Go to Settings → Teams
  2. Click "New Team"
  3. Name your team (e.g., "Environmental Team")
  4. Add team members
  5. Assign team to projects
  6. Click "Create"

Step 4: Configure Permissions​

  1. Go to Settings → Roles
  2. Select a role or create custom
  3. Set permissions for each feature:
    • Core: View, Edit, Delete
    • Performance: View, Edit
    • Materiality: View, Edit, Manage stakeholders
    • Value Chain: View, Edit, Share data
    • Risk: View, Edit, Assign actions
  4. Save role configuration

Integration with Other Features​

Collaboration provides access control for all features:

→ Core​

Control who can enter and edit data.

Example: Contributors can input data, but only Managers can publish reports

→ Performance​

Manage who sees sensitive metrics.

Example: Executives have dashboard access, external auditors have limited view

→ Materiality​

Enable stakeholder participation.

Example: Invite suppliers as stakeholders for materiality assessment

→ Value Chain​

Share data with supply chain partners.

Example: Request emissions data from suppliers via secure portal

→ Risk Management​

Assign risk owners and action items.

Example: Assign risk mitigation tasks to specific team members

Best Practices​

Start with Clear Roles​

  • Define roles before inviting users
  • Match roles to job functions
  • Use descriptive role names
  • Document what each role can do

Invite Progressively​

  • Start with core team
  • Add stakeholders as needed
  • Don't over-invite initially
  • Review user list regularly

Review Permissions Regularly​

  • Audit access quarterly
  • Remove inactive users
  • Update roles as needed
  • Check for security issues

Train Your Team​

  • Provide onboarding materials
  • Host training sessions
  • Create quick reference guides
  • Offer ongoing support

Security Best Practices​

User Management​

  • Use strong password requirements
  • Enable two-factor authentication
  • Regular access reviews
  • Prompt deactivation of leavers

Data Protection​

  • Principle of least privilege
  • Segregation of duties
  • Audit trail enabled
  • Regular security audits

External Collaboration​

  • Time-limited guest access
  • Read-only by default
  • Clear data sharing policies
  • Monitor external activity

Common Questions​

How many users can I have?​

Depends on your plan. Contact sales for details. Most organizations start with 5-10 users and scale up.

Can I have different roles per project?​

Yes! Users can have different permissions in different projects. A Contributor in one project can be a Manager in another.

How do I remove a user?​

Go to Settings → Team Members, find the user, click "..." menu, select "Deactivate". Their data remains but they lose access.

Can external stakeholders see all our data?​

No. External stakeholders only see what you explicitly share with them. Use custom roles to control their access.

How do audit logs work?​

All actions are logged automatically. Go to Settings → Audit Logs to see who did what and when. Logs are retained based on your plan.

Next Steps​

Need Help?​