Managing users and organizations

In ESGelerate you always work within an organization – usually your company. The answer bank and all questionnaires belong to the organization, not to one person: every member sees and edits the same data. One account can belong to several organizations.

Signing up

1. On the website, click Sign up at the top right.
2. Enter your name, your email address and a password of at least eight characters, confirm the password and click Create account.
3. ESGelerate sends you an email with a confirmation link. Click it to confirm your address. If no email arrives, check your spam folder.
4. Then create your organization (see below).

Signing up only creates your account. You can only join an organization someone else already runs in ESGelerate through an invitation. So if you've been invited, don't sign up yourself – open the invite link instead.

Creating an organization

Enter the Company name and click Create organization. You're now this organization's admin, and its answer bank starts out empty.

You can create another organization at any time with + Organization in the top bar – for a second company whose data should stay separate, for example.

Inviting people

Admins invite more people under Administration:

1. Under Add a person, enter the Email address.
2. Enter a Name. It only applies to people who don't have an account yet; existing accounts keep their name.
3. Choose the Role and click Add.

What happens next depends on whether the person already has an account:

• With an account, they become a member right away and see your organization in their top bar.
• Without an account, ESGelerate shows an invite link. It works once and is valid for seven days. Send it to the person yourself, by email or any other way. Until they use it, they're listed as Invitation pending.

Whoever opens the invite link sets a password and lands straight in your organization.

Roles

Roles apply per organization. The same person can be an admin in one organization and a member in another.

You change a role under Administration in the drop-down next to the name; the change applies immediately. Every organization needs at least one admin: the last admin can be neither demoted nor removed. Make someone else an admin first.

Removing people

Under Administration, Remove takes a person out of the organization after asking you to confirm. They lose access immediately. What they created – answer-bank entries, questionnaires – stays with the organization. Their account and their memberships in other organizations remain.

Working with several organizations

If you belong to several organizations, they're all listed in the top bar, with the active one highlighted. Click a name to switch. The data stays strictly separate: you only see the answer bank and questionnaires of the active organization, and only its answer bank is used for matching.

That's useful if you answer for several companies in a group, for example, or look after several clients as a consultant.

Language

The DE | EN switch in the top bar changes ESGelerate's language. Your choice is saved to your account and applies on every device. It has no effect on exported questionnaires (see Exporting).