Settings → User Access and Management

This section provides full visibility into all users registered under the organization’s account and ensures that every team member has the appropriate level of access to CarbonX’s features, data, and facilities. By defining roles and assigning access boundaries, administrators can maintain data security, enforce governance standards, and support collaborative workflows across multiple teams.

Image: User Access and Management interface displaying the user list with names, roles, and assigned facilities, alongside the Assign User button and role-based permission settings for secure, collaborative emissions management.

1. Overview

The User Access and Management module allows designated administrators to efficiently manage who can access what within CarbonX.
It acts as the central access control hub for the organization’s sustainability and carbon accounting activities.

Key Capabilities:

• View, add, and manage all registered platform users.

• Assign users to one or more facilities for localized access control.

• Define roles such as Product Manager, Facility Manager, Analyst, or Viewer, based on job responsibilities.

• Maintain data security and accountability by aligning permissions with organizational hierarchy.

This ensures each user only interacts with data relevant to their role and facility, reducing risks of unauthorized changes or data mismanagement.

Interface Overview:

• Assign User button – for linking users to specific facilities.

• User List Table – displaying all registered users, their roles, and assigned facilities.

2. Interface Components

A. Assign User Section

Located at the top of the interface, the Assign User section provides quick access to the main user assignment functions.

Features:

• Feature Description: A short note explaining the purpose of this module — “Assign users to facilities and manage access rights for secure collaboration.”

• Assign User Button: Opens a modal form (pop-up) that allows administrators to assign existing users to one or more facilities.

• Administration Link: A shortcut to the Administration → User Management page, where new users can be invited to join the organization’s CarbonX workspace.

This layout supports both day-to-day user management (assignments, reassignments) and administrative maintenance (new user onboarding).

3. User List Table

The User List Table provides a clear overview of all users with active access to the organization’s CarbonX environment.
Each entry displays personal information, assigned roles, and the facilities to which the user has permissions.

Table Columns and Description:

4. Assigning a User to a Facility

To assign an existing user to a facility, administrators can click the Assign User button at the top of the page.

Workflow:

1. Click Assign User.

2. The Add New User dialog box appears.

3. Complete the form with the following fields:

   Form Fields:

   • Facility: Select one or more facilities from the dropdown list of registered organizational sites.

   • User: Choose a user from the existing organization directory.

   • Role (optional): Assign or update the user’s access level (e.g., Analyst or Facility Manager).

4. Click Assign User to confirm the association.

5. The system automatically updates the User List Table, showing the new facility assignment.

Note:
If a user is not yet visible in the dropdown list, navigate to Administration → User Management to invite them to the organization’s workspace.

This ensures that only verified, registered members can be granted access to organizational facilities and data.

5. Editing Existing Users

Administrators can modify user settings directly within the User List Table by selecting the Edit option under the Action column.

Editing Capabilities:

• Change Facility Assignment: Add or remove facility access based on organizational needs.

• Update Role: Adjust user privileges (e.g., promote an Analyst to Facility Manager).

• Revoke Access: Remove access from users who no longer require platform permissions.

All changes are applied instantly and logged for audit purposes.
This functionality ensures that the organization’s user access model remains accurate, dynamic, and aligned with internal operational structures.

6. Functional Integration

The User Access and Management module integrates deeply with CarbonX’s other operational and analytical systems to maintain role-based access control and secure collaboration.

Cross-Module Integrations:

• Facility Management:
  Ensures that users can only view or edit data relevant to the facilities they manage.
  For example, a Facility Manager for the Bucharest Distribution Center cannot access emissions data for the Cluj Manufacturing Plant.

• Emission Management & Reporting:
  Controls permissions for inputting, editing, and validating emission data.
  Analysts can input data, while only managers or administrators can approve or modify calculations.

• Automations:
  Enables customized notifications, workflow triggers, and AI task assignments based on user roles and access levels.
  (e.g., Send automated alerts to facility managers when data uploads are incomplete.)

Outcome:
These integrations ensure that CarbonX remains a secure, role-driven platform where every action and dataset is traceable to an authorized user, reinforcing both data integrity and accountability.

7. Best Practices

To maintain operational security and compliance, administrators should adopt the following best practices:

✅ Assign clear, role-based permissions:
Ensure each user’s access level corresponds to their job function — Analysts for data entry, Facility Managers for oversight, and Administrators for governance.

✅ Review user access regularly:
Conduct quarterly reviews to confirm that all active users still require their assigned permissions.

✅ Use facility-based access for large organizations:
Limit cross-facility access to prevent confusion and maintain data integrity for regionally managed operations.

✅ Reserve “All Registered Facilities” access for administrators:
Only senior management or sustainability officers should hold global access privileges.

✅ Leverage the Activity Log (if enabled):
Monitor user activity for transparency and security auditing purposes.