How to add and remove colleagues

  • Updated
Learn how to add and manage colleagues on the M2030 platform. This guide covers inviting types of users, inviting new users, assigning roles, and removing users.
Within your M2030 license, you can add unlimited users to collaborate on the platform. You can give access to any relevant members of your team to use the support and resources provided and get the most out of the M2030 platform (EHS, finance, operations, etc).
 
We encourage you to add any relevant colleagues to:
  • Accumulate baseline emission information faster or more accurately
  • Discuss & collaborate on potential reduction projects from our dynamic library of actions
  • Utilize the reports of the platform to inform the wider organization of plans and results

Types of User

There are two types of roles you and your colleagues can have on the platform:

Members - can enter and edit data using the platform's resources. However, they must be granted access to specific facilities by an Admin User before making edits. New users are not automatically assigned to a facility.
Admins - have additional permissions, including inviting, removing, and editing colleagues on the platform. They can assign roles to new users and manage facility access, including assigning access to themselves. Only an Admin User can renew a facility license through the platform.
You can find these features under "Account settings" on the "Add colleagues" and "Manage members" pages.
 

Add Colleagues

    1. Go to Account Settings.
    2. Select ‘Add Colleagues’ in the side menu.
    3. Click the button 'Add Colleagues'.
    4. Enter the colleague's first, and last name as well as their business email.
    5. Click 'Send invite'. Your colleagues will be sent an email with the invite, where they can then set their password. If the email doesn’t arrive within 10 minutes, have them check their spam or junk folder before contacting our support team.

User invites will expire after 5 days. Should a user not set up an account within this time then the inviter can resend the invite from the Add colleagues page.

invite-colleagues (4).gif

Manage and remove members

  1. To manage member's roles and add to existing facilities click on the edit symbol next to the username to update.
  2. Choose the facility with the active license in the drop-down menu, and click save. Users will now be able to access all the functions and services of the platform under the new facility.
  3. To remove a member from the account all together, just click the delete icon beside the member and confirm.

Manage Members

 

If the edit symbol is not present, then you do not have the correct permissions and will need to contact an admin user to update a user's account. Should your admin no longer work at the company then please contact customer support.


FAQs

  • Please contact us through the Contact Us form. We will respond and send a new user invite within 24 hours.

  • If you have taken over the previous admin user’s account, you can log in to the M2030 account using their credentials. Invite yourself as a new user and then delete your colleague’s account. Please refer to the guidance in our Help Centre for more information.

    If you know another admin user in your organisation, please reach out to them and share this guidance. They can then invite you to the platform.

    If you do not have login access and do not know who the admin user is, please contact us via the Contact Us form.

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