ESG users and roles
Admin, ESG manager, Data contributor, Auditor and Viewer, data tasks, the audit log, custom roles and the API.
Invite people in Settings > Users. Each person with an ESG role counts as a user of your plan.
| Role | Can |
|---|---|
| Admin | Everything: data, factors, sources, targets, reports, settings, users and the plan |
| ESG manager | Reads the books and apps, factors, approves lines and tasks, locks years, targets, suppliers, governance registers, finalises reports. Not users or the plan |
| Data contributor | Adds and changes their own data lines and people figures, answers data tasks given to them |
| Auditor | Reads everything, with evidence files and the audit log. Changes nothing |
| Viewer | Sees the dashboard, targets and reports. Changes nothing |
From Professional, Roles & permissions makes custom roles with exactly the rights you choose.
Data tasks
Data tasks > New task asks someone for data by a date - for example Electricity bills April-March, Chakan plant. They get a notice, and a reminder before it's due (Settings > Preferences). When done they mark it Done with a note. On Business, managers Approve it or Send back with what's missing.
The audit log (Business)
Who added, changed, approved and removed data, changed factors and mappings, locked years, made reports final, and changed users and settings - and when. Admins see it in Settings > Audit log; Auditors in their menu.
API and webhooks (Business)
Settings > API & webhooks makes keys for esg/api.php/v1/: read years, totals, data lines, factors, sites and figures, and add data lines from meters and other systems (give your own ref so a reading is never counted twice). Webhooks tell your systems when lines are added or approved, a year is locked, a report is final, a supplier answers or a speak-up report comes in.