Getting Started

Invite team members

Learn how to invite colleagues, assign roles, and manage team permissions in Dcycle.

Cristina Alcala Zamora Cristina Alcala Zamora 4 min

Invite members

  1. Click Company in the left sidebar.

    Company section in the sidebar

  2. Open the Team tab.

    Team tab inside Company

  3. Click + Add a new user in the top right.

    Add user button

  4. Fill in the new user’s email, name, and surname, pick a role, and optionally assign them to a project. Click Send invitation — they’ll receive an email with a link to join your organization.

    Invite user form

Roles and permissions

Dcycle has four roles:

RolePermissions
AdministratorFull access: manage team, billing, all data, and settings
EditorCreate and edit data, generate reports, view all modules
ViewerRead-only access to dashboards and reports
Human ResourcesAccess to employee data only

Role options shown in the invite form

Manage existing members

Use Manage roles from the team list to change permissions for an existing member or remove someone from the organization.

Manage roles in the team list

Best practices

  • Assign Admin only to people who need to manage billing or team settings
  • Use Editor for sustainability managers and data owners who enter information
  • Use Viewer for executives or auditors who only need to see reports

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