Distribute responsibilities across your organization by understanding and assigning the correct user roles within the ESG module. Proper role management ensures secure data collection, accurate internal validation, and a completely auditable reporting workflow.
The Project Manager
The Project Manager holds the highest level of administrative control over the entire ESG data collection campaign. This role is responsible for framing the project, defining the reporting scope, and overseeing the progress of all other users.
Platform Capabilities: Project Managers are the only users authorized to modify the Applicability status of an indicator. They also have the permissions to invite new users, assign indicators, and monitor the global completion dashboard.
Ideal Candidates: Assign this role to your organization's Chief Sustainability Officer, ESG Director, or the primary external consultant managing your sustainability strategy.
The Data Owner
The Data Owner is the primary contributor responsible for sourcing, entering, and justifying the raw ESG data. They interact directly with the datapoint forms to fulfill the requirements of your targeted frameworks.
Platform Capabilities: Owners can input text, upload files in the Add Document section, and add explanatory notes in the Comments box. Once their data entry is finished, they must click the Mark as completed button to forward the form to their Validator.
Ideal Candidates: Assign this role to operational subject matter experts who possess the actual data. Common profiles include HR Managers (for social metrics), Facility Managers (for energy metrics), or Procurement Leads (for supply chain metrics).
The Validator
The Validator acts as the internal quality control checkpoint, ensuring that the information provided by the Data Owner is accurate, complete, and fully supported by evidence. They do not input the original data, but rather review it for compliance.
Platform Capabilities: Validators review completed forms and must make a binary decision. They click the Mark as Validated button to lock the verified data, or they click the Need Changes button to instantly revert the form back to the Owner for required corrections.
Ideal Candidates: Assign this role to individuals with oversight authority over the Data Owners. This typically includes Department Heads, Regional Directors, or Internal Compliance and Risk Officers.
The Auditor
The Auditor role provides restricted, read-only access designed specifically for external verification processes. This ensures third parties can review your ESG claims without the risk of accidentally altering your data.
Platform Capabilities: Auditors can navigate the Data Collection table, open any datapoint form, and download attached evidence. They cannot edit fields, change statuses, or modify the project scope.
Ideal Candidates: Reserve this role for external third-party verifiers, independent financial auditors, or certification body representatives assessing your final ESG report.