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Invite Teammates to Plan A and Assign User Roles

Add further colleagues on your Plan A account to divide and conquer your emissions management work.

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Written by Gemma - Plan A Support
Updated over 2 months ago

Welcoming new team members to Plan A is simple. As an admin, you can manage access and roles directly in User settings. Whether you're adding a new colleague, adjusting permissions, or reviewing current access, this guide walks you through everything you need to know to ensure your users are set up correctly.

Inviting new users to your Plan A account

Admin users can invite new users to Plan A by clicking 'Invite users' within User settings. When inviting new users, you can assign them an access role. It is important to give your users the correct access as it will determine what data they can see and tasks they can complete. Please see an overview of the different user roles available.

User roles

Role

Permissions

Restrictions

Admin

Full platform access, including user management (invite and delete users) and Company settings.

None

Managing Contributor

Access to data collection, reporting and decarbonisation tools.

Cannot invite or delete users or access Company settings.

Carbon Manager Contributor

Access to data collection only; can upload data

No access to dashboards, reporting, or decarbonisation tools. Cannot invite or delete users or access Company settings.

Carbon Manager Auditor

Access to dashboards and reporting only

No access to data collection or decarbonisation tools. Cannot invite or delete users or access Company settings.

Changing user roles

Only admins can change their user role and others' user roles. To do this, find the user and select the new user role from the dropdown. If you do not have admin access but wish to change your role please contact your Admin.

Re-inviting new users to your Plan A account

For security reasons, our invite and re-invite links expire when not used within 24 hours. If you need to re-invite a user, simply go to 'Pending users', find the relevant user, and click on the arrow on the right to re-send their invite.

Deleting other users

You can delete both pending and current users from the respective tabs. Note that inviting, re-inviting, and deleting users, as well as changing their role, requires admin rights.

Changing user details

Changing users’ names and job positions can be done by each user themselves - you don’t have to be an admin to update your information. This can be done via the Account settings tab found in the top right corner:

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