Invite a Contributor

Collaboration improves longterm sustainability

Once you’ve signed your organisation up for the Business Carbon Manager, you can invite others to collaborate. Getting your team involved boosts their motivation to invest in sustainability, and encourages transparent shared goals that everyone can rally around.

Once there is more than one person collaborating on the same organisation, each will have one of two roles: Owner and Contributor.

What's the difference between an Owner and a Contributor?

The Owner can access all features.

Contributors do not have access to:

• Invite management - inviting new Contributors
• User management - removing users or transferring ownership
• Viewing or changing subscription details (if signed up via Xero ecosystem rather than via your bank)

How to invite a Contributor

The first person to sign up and link the Xero data for your organisation to the Business Carbon Manager is the Owner by default.

To include a Contributor, invite them to collaborate via the Invite Management option in the Settings tab.

The invited person will then receive an email from [e-mail] asking them to join your organisation on Cogo's Business Carbon Manager. (Please remind them to check their Spam and Junk mail folders).

Accepting an invitation to collaborate

When accepting the invitation, click the link in the email from [e-mail], and enter the verification code (in the email) to access the login page.

You can join either by using their Xero credentials (if you have access to the same Xero account) or by creating a login using your email (if you don’t have access to the same Xero account).

Managing Owner and Contributor access

The Owner can transfer ownership or manage collaborators via the User Management option within the Settings tab.

Ownership transfer

Once the current Owner has transferred ownership to someone, that person must accept the transfer of ownership. They can do this by logging into the Business Carbon Manager and navigating to the Settings tab.

Troubleshooting

Didn’t receive the invitation email?

Check the Junk and Spam folders for the email invitation, which will come from [e-mail].

The person with Owner access can also resend the invitation, by clicking on Resend next to the person’s email address, in the Invite Management section of the Settings page.