Site Level Access Control
Previously, every user could see data from all sites- whether they need it or not. Now, with Site Level Access Control, you’ll be able to decide exactly which sites each team member can access. This means tighter control, stronger governance, and a more focused user experience.
Why it matters
Stronger data security: Limit visibility so employees only see what’s relevant to their role.
Cleaner experience for users: Team members won’t get lost in dashboards, assets, or reports from sites they don’t manage.
Supports real-world roles: From regional supervisors to finance analysts, everyone gets access tailored to their responsibilities.
What you can expect
Assign users to specific sites, which restricts their access across dashboards, data sources, opportunities, and tasks to only the sites they’re allowed to view.
Real-world use cases
An energy manager responsible for Dublin and Cork will only see data from those locations.
A regional supervisor can focus solely on their assigned territory.
Company-wide roles, like finance or strategy teams, can still keep, 'All Sites' access.
Site Level Access Control is currently available in the platform. Speak to your CoolPlanet contact to configure this for your teams.