Inviting Others

Karomia is designed for teams. This article explains how to invite colleagues to your workspace and what each role can do.

Inviting team members

info

Only Administrator users can invite new team members.

1. In the bottom left of the main navigation, click the three vertical dots (⋮) next to your name to open the Members page.
2. Click Invite Member.
3. Enter the email address and full name for each person you want to invite. You can invite multiple users at once.
4. Select a role for the new members.
5. Optionally, link one or more groups to the invited users. Groups can be new or existing, and help you organise your users into teams.
6. Click Send Invitation.

The invited people will each receive an email with instructions to join your organization.

tip

Groups are optional, but recommended. In addition to organising your team, groups are also used in the Partner Portal to control which partner entities' data and settings each user can access. The same groups are reused across both contexts. Learn more about the Partner Portal.

Managing members

From the Members page, you can:

• View all members — See a list of everyone in your organization.
• Change roles — Update a member's role and permissions.
• Remove members — Revoke access for someone who no longer needs it.
• Resend invitations — Send another invitation email if the original was missed.

Platform roles

Karomia uses role-based access control to manage what each team member can see and do.

Role	Description
Administrator	Full access to all features, settings, and member management
Member	Can edit assessments, reports, and emissions data. Can't create or delete them.
Viewer	Read-only access to assessments, reports, and dashboards

Administrator

Administrators have full control over the organization workspace:

• Create, edit, and delete assessments, reports, and emissions data.
• Manage team members (invite, change roles, remove).
• Access organization settings and configuration.
• Complete reports and approve data access requests.

Member

Member can work on content but cannot manage the organization:

• Write and edit reports.
• Modify emissions data.
• Upload and manage documents.
• Distribute and manage surveys.
• View dashboards and results.

Viewer

Viewers have read-only access:

• View assessments and their results.
• Read reports.
• Access dashboards and visualizations.
• Download exported reports.

tip

Follow the principle of least privilege: give team members the minimum permissions they need to do their work. You can always increase permissions later.

Entity-level access

If your organization manages multiple entities, permissions can be scoped per entity. A member may have different roles across different entities.