How can I add and manage user accounts for my company?

TABLE OF CONTENTS

• I. Request an account for a colleague
• II. How to delete an additional account
• III. How to change the company's main contact
• IV. What if there is no colleague to request an account for me?

I. Request an account for a colleague

1. Click on the user menu "icon" (your name) in the upper right corner.

2. Choose "Manage accounts" from the drop-down menu.

• Fill in the required information and click on "Add account"

You can decide to provide the user of the new account with permission to add and edit information ("Power User") or with read permissions only ("Read-only User") when you add them.  

• The permissions for users can also be changed after adding them by clicking on the little tag symbol next to the permission status. 

Note: 
Only Power Users can add user accounts.
By default, companies registered on the sustainabill platform are allowed to have up to 3 user accounts.
More details on user roles can be found in this article: What is the difference between a Power User and a Read only User?

• The added user account will have the status "pending" until the person connected to that email activates the account. 

Note: 
They will receive an email to the added email address that contains a link for the account activation.
If the status is "pending" the account is not yet activated and can't be used in full functionality. The spam folder should also be checked.
If no email is received, neither in the inbox nor in the spam folder, the added email address should be filled again in the following link: https://cloud.sustainabill.io/login/recover

II. How to delete an additional account

1. Click on the user menu "icon" (your name) in the upper right corner.

2. Choose "Manage accounts" from the drop-down menu.

• In the list of contacts, click on the "trash symbol" on the right hand of the name of the user whose account is to be deleted

Note: 
Users can't delete their own account. Please ask another registered user of your company profile to delete your account for you.
Only Power Users can delete user accounts.
A user cannot be deleted as long as she/he is listed as the main contact on your company's profile.

III. How to change the company's main contact

Every company registered on the sustainbill platform has a defined main contact - and only one. 

The main contact is listed in your company profile with its name, job title, and email address.

By default, the person who registered your company is the main contact.  

But this can be changed in the following way:

1. Click on the user menu icon (your name) in the upper right corner.

2. Select "Manage accounts".

The yellow flag to the left of the platform users' names indicates who the current company contact is. 

• To change the company contact, click the "flag symbol" next to the person's name. 

IV. What if there is no colleague to request an account for me?

Your company may not have been invited to register an account on the sustainabill platform yet, or all users of your company may not be able to access the platform anymore to request additional accounts.

In either case, you can email support@sustainabill.de by providing the following information about the user account you wish to request:

• First and last name of the user
  
• E-Mail address of the user
• Job title of the user
• Company name and company website

Afterward, our support team will get back to you with further instructions.