Onboarding

Manage your Organization

9min
1

Click the menu displaying your organization's name

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2

Select Manage Organization

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Invite new Members to your Organization

1

Click Members

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2

Click Invitations

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3

Click the Invite button

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4

Enter the email addresses of those you wish to invite

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5

Assign roles to new members

Admin: Offers full access to organization resources. Members with the admin role have all the System Permisions. They can fully manage the organization and organization memberships.

Member: Offers limited access to organization resources. Access to organization resources is limited to the "Read members" permission only, by default. They cannot manage the organization and organization memberships, but they can view information about other members in it.

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6

Click Send Invitations

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7

Click Finish

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Revoke an Invitation

1

Click the three dots

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2

Click Revoke Invitation

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Edit your Organization's Profile

This only changes your organization's name as it appears on the platform. It will not affect the CBAM Declarant or Operator names.

1

Click Settings

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2

Click your organization's name

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3

Edit the information and click Continue to save your changes

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Leave your Organization

Please note that leaving an organization does not delete the organization or your user account.

1

Click Leave Organization

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2

Confirm the action by typing in the required text

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Edit your Basic Information

CBAM Declarant

Use this menu to update the declarant details you provided during onboarding. Please review and ensure this information is accurate.

1

Click Declarant Info

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2

Edit the information and click Save to apply your changes

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Operator

Use this menu to update the operator details you provided during onboarding. Please review and ensure this information is accurate.

1

Click Operator Info

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2

Edit the information and click Save to apply your changes

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