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
- Go to Account Settings.
- Select ‘Add Colleagues’ in the side menu.
- Click the button 'Add Colleagues'.
- Enter the colleague's first, and last name as well as their business email.
- 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.
Manage and remove members
- To manage member's roles and add to existing facilities click on the edit symbol next to the username to update.
- 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.
- To remove a member from the account all together, just click the delete icon beside the member and confirm.
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.