Exciting News: Ecoinvent is Here!

Latest Update December 2024: AI-Powered System Builder

Latest Updates January '25 - Security & Training Workspaces

Export and Import feature

Latest Updates February '25 - Registry & Enhanced Sharing

Sharing CAPs

Latest Updates March '25 - Registry & Enhanced Sharing

Latest Updates April '25 - Supplier Management

Latest Updates May '25 - AI Carbon Estimation & Bar Charts

Latest Updates June '25 - EACs as Inputs & AI-Suggested LCIs

Latest updates July '25 - Enhanced Table Experience 

Latest Updates July '25 - Reference Emission Data

Latest Updates September '25 - Enhanced User Management & Improved Direct Emissions Workflow

Latest update October '25 - Advanced Analytics & Supplier Intelligence Features

Latest update November '25 - Smarter Gap Reports & Clearer System Builder (Direct Emissions Nodes)

Add User from User Management

Welcome to Your Carbon Management Journey with CarbonSig!

Understanding Workspaces

Supplier Management in CarbonSig

Supplier Onboarding Guide

Company Onboarding Guide without SSO

User Management

Understanding greenhouse gases

Characterization Factors in Life Cycle Impact Assessment

Evolution of IPCC Assessment Reports and Global Warming Potentials

Handling Incomplete Emission Factors: Challenges and Best Practices

Life Cycle Assessment Boundaries

GHG Protocol Product Standard v. PAS 2050: A Comparison

Allocation Procedures in Product Carbon Footprinting

GHG Protocol Corporate Standard and Scope 3 Guidance

Calculating a Product Carbon Footprint: Step-by-Step Guide

Comparing Product, Process, and Corporate GHG Accounting

Product Category Rules in Life Cycle Assessment

Conducting LCA Without Product Category Rules

Third-Party Review & Verification Requirements

Limited Assurance vs. Reasonable Assurance

Scope 1, 2, and 3 Emissions

Environmental Assessment Types

Understanding CarbonSig's Multi-Instance Architecture

Deleting or Suspending Users

Reference Data Library

Latest Updates August 2024 - Workspace Selector

Latest Updates September '25 - UI Refresh & Data Marketplace Launch

CarbonSig glossary

Latest Updates April 2024 - Ecoinvent & Export/Import

 Latest Updates June 2024 - Undo/Redo & System Tracking

About CarbonSig & What It Does

Pricing & Getting Started

Features & Capabilities

Technical & Integration

Support & Implementation

Results & Outputs

Common Concerns

Next Steps

Key Terms in Climate Technology and Carbon Footprint

Climate Change Overview

Quick Start: Build Your First System

Design Your System (Design mode)

Add Data to Your System (Entry Mode)

Manage Your Systems

Suggest LCI with AI: AI-Powered Emission Data Selection

🌱 CarbonSig New User Onboarding Checklist

External User Onboarding Guide

User Onboarding Guide

Build with AI: AI-Powered System Builder

Analyze Your System (Analyze Tab)

How to write effective prompts for Build with AI

Getting Started

Onboarding Guides

Architecture & Deployment

Using CarbonSig

System page

Libraries Management

Carbon Attested Products (CAP)

Relations (managing supplier / vendor relationships)

Carbon Credits

Account & User profile

Deeper Reading: Carbon Concepts & Definitions

Greenhouse Gas Emission Basics

Calculating Product Carbon Footprint

Latest Updates

<figure class="image"><img src="https://cdn-assets.productfruits.com/0dcb576e-1a82-4817-9437-e22b1f46bf22"></figure><h3 style="text-align:center;">The aim of this feature is to facilitate the import and export of System Data across accounts in a CarbonSig multi-account software.</h3><h3>&nbsp;</h3><h3><strong>Export Process system</strong></h3><p>Users can export process system templates and associated data into a JSON file.</p><p>The export option is available in the swim lane menu of the Process System tab.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/b8a2696f-ec9c-4f5a-b882-82382b1b3212"></figure><p><span style="background-color:rgb(255,255,255);color:rgb(23,43,77);">Users can export either the template alone or along with data if the system contains any.</span></p><p>LCIs and EFs will be exported.</p><p>Local LCIs, EFs with "Proprietery - false", and Ecoinvent LCIs will not be exported.</p><p>CAPs will not be exported; only name and unit of input related to CAPs will be included.</p><h3><strong>Import Process System</strong></h3><p>Users can also import process systems using the appropriate JSON file.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/9f9efeed-2f84-463e-bc71-227f6c524651"></figure><h4><strong>Additional notes:&nbsp;</strong></h4><p>When importing, the system will automatically import just in the current workspace.</p><p>All imported Reference Data will autoaticaly be added in your Local library with "Proprietery - False".&nbsp;</p><hr><h2><strong>Need More Help?</strong></h2><p>If you need additional assistance with Export/Import feture or have questions not covered in this guide, please contact our support team: <a href="mailto:support@carbonsig.com" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">support@carbonsig.com</span></a></p>

<p>CarbonSig helps you take control of your carbon footprint.&nbsp;</p><ol><li><span style="color:hsl(210,75%,60%);"><strong>Visualize</strong></span> your emissions in a clear and comprehensive format.&nbsp;</li><li><span style="color:hsl(210,75%,60%);"><strong>Gain a deep understanding</strong></span> of where your emissions originate and what drives them.&nbsp;</li><li><span style="color:hsl(210,75%,60%);"><strong>Develop strategies</strong> </span>to manage and reduce your impact.&nbsp;</li><li>Finally, <span style="color:hsl(210,75%,60%);"><strong>share your achievements transparently</strong></span> with stakeholders, fostering trust and accountability.</li></ol><figure class="image image_resized" style="width:29.85%;"><img src="https://cdn-assets.productfruits.com/e8b5ff09-6f75-4143-add4-c9c86852e1f3"></figure><p>The core functionalities of CarbonSig CaRMa:</p><p><strong>Digital twin builder</strong></p><ul><li>Digitally replicate your value chain to reflect your production processes.&nbsp;</li><li>Benefit from <span style="color:hsl(210,75%,60%);"><strong>customization options, ready-made templates, and scalable solutions</strong></span> to model to your industry needs.</li></ul><p><strong>Carbon data integration</strong></p><figure class="image image_resized image-style-side" style="width:28.16%;"><img src="https://cdn-assets.productfruits.com/cbb6de1d-91a3-41d2-9d8f-82d53f93b1af"></figure><ul><li>Carbon data integration lets you seamlessly <span style="color:hsl(210,75%,60%);"><strong>connect data from various sources</strong></span> to populate your system model.</li><li>Leverage <span style="color:hsl(210,75%,60%);"><strong>authoritative databases, direct supply chain engagement, and sophisticated emission factor calculations</strong></span> to ensure the accuracy and compliance of your data.</li></ul><p>&nbsp;</p><p><strong>Empowering actionable insights</strong></p><p>Once you have your data, CarbonSig empowers you to act:</p><p><u>Product carbon calculation</u></p><ul><li>Simplify emissions &amp; <span style="color:hsl(210,75%,60%);"><strong>quantify emissions with precision</strong></span> and generate certified <span style="color:hsl(210,75%,60%);"><strong>Carbon Attested Products (CAPs)</strong></span>.</li></ul><p><u>Verification and attestation</u></p><ul><li>Credibility is key. Verification and Attestation allows you to<span style="color:hsl(210,75%,60%);"> <strong>partner with a third-party verifier</strong></span> to confirm the accuracy of your carbon intensity calculations and share a <span style="color:hsl(210,75%,60%);"><strong>CarbonSig attestation via a registry</strong></span>, further strengthening your sustainability claims and potentially wiring up premium carbon value chains downstream.</li></ul><p><strong>Product insights and analysis</strong></p><figure class="image image_resized image-style-side" style="width:24.21%;"><img src="https://cdn-assets.productfruits.com/16a12939-95e9-481b-9db4-4bd2c2c69e04"></figure><ul><li>Gain deeper understanding of carbon flows with product insights and analysis. Product Explorer offers<span style="color:hsl(210,75%,60%);"><strong> visibility</strong></span> into carbon metrics, pinpointing <span style="color:hsl(210,75%,60%);"><strong>emissions hotspots</strong> </span>and in your value chain. This helps with <span style="color:hsl(210,75%,60%);"><strong>targeted reduction strategies</strong>.</span></li></ul><p><strong>Communication and transparency</strong></p><p><u>Sharing and reporting</u></p><figure class="image image_resized image-style-side" style="width:16.78%;"><img src="https://cdn-assets.productfruits.com/8a9495ab-8bf6-4b3f-98fb-14540f279c28"></figure><ul><li>Transparency is essential. Sharing and Reporting lets your <span style="color:hsl(210,75%,60%);"><strong>share sustainability achievements</strong></span> with internal stakeholders, customers, and regulatory bodies. CarbonSig simplifies the <span style="color:hsl(210,75%,60%);"><strong>reporting process</strong></span> for verifiers and fosters trust and compliance.</li></ul><p><u>Workspaces, roles &amp; responsibilities:</u></p><figure class="image image_resized image-style-side" style="width:15.58%;"><img src="https://cdn-assets.productfruits.com/77a35979-2a0a-4ca6-8da3-907bced705d9"></figure><ul><li>Streamline sustainability efforts across your organization with workspaces, roles &amp; responsibilities. User management module ensures clear <span style="color:hsl(210,75%,60%);"><strong>governance and efficient workflow management</strong></span>, with everyone accountable for their part.</li></ul><h3><strong>Ready to Take Control?</strong></h3><p>In the following articles, we'll delve deeper into each functionality, guiding you through the process of setting up and utilizing CarbonSig to achieve your sustainability goals.</p><h3><strong>Or Feeling New to Sustainability Management? We've Got You Covered! 💪</strong></h3><p>Building a strong foundation is key. Before diving into the functionalities of CarbonSig CaRMa,<span style="color:hsl(240,75%,60%);"> </span><span style="color:hsl(0, 0%, 0%);">let's explore some </span><a href="https://help.carbonsig.app/en/category/carbon-concepts-definitions" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240, 75%, 60%);">essential resources</span></a><span style="color:hsl(0, 0%, 0%);"> that can provide a solid understanding of sustainability management principles and carbon footprinting.</span></p><p><strong>Recommended Resources:</strong></p><ul><li><a href="https://help.carbonsig.app/en/article/climate-change-overview"><span style="color:hsl(240,75%,60%);"><strong>Climate Change Overview</strong></span></a><strong> </strong>- This article offers a great introduction to key sustainability concepts.</li><li><a href="https://help.carbonsig.app/en/article/key-terms-in-climate-technology-and-carbon-footprint"><span style="color:hsl(240,75%,60%);"><strong>Key Terms in Climate Technology and Carbon Footprint</strong></span></a><span style="color:hsl(240,75%,60%);"><strong>.</strong></span> - This resource delves deeper into the basics of carbon footprinting.</li><li><a href="https://help.carbonsig.app/en/category/carbon-concepts-definitions" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240, 75%, 60%);">Deeper Reading: Carbon Concepts &amp; Definitions&nbsp;</span></a></li></ul><p>Once you've reviewed these resources, we'll jump into how CarbonSig empowers you to implement these concepts in a practical and efficient way!</p>

<h2>What is an External User?</h2><p>External Users are professionals from outside your organization who need access to your CarbonSig workspace. They might be:</p><ul><li><strong>Consultants</strong> working with multiple clients</li><li><strong>Partners</strong> collaborating on joint projects</li><li><strong>Vendors</strong> providing specialized services</li><li><strong>Auditors</strong> reviewing carbon data</li><li><strong>Contractors</strong> supporting specific projects</li></ul><p><strong>Key difference:</strong> External Users maintain their primary CarbonSig account with another organization while accessing your workspace. This allows one person to work across multiple organizations seamlessly.</p><hr><h2>Two Perspectives</h2><p>This guide covers the onboarding process from both viewpoints:</p><p><strong>👤 Part 1:</strong> For External Users receiving an invitation<br><strong>⚙️ Part 2:</strong> For Admins inviting External Users</p><hr><h2>Part 1: For External Users</h2><h2>You've Been Invited to Collaborate! 🤝</h2><p>An organization has invited you to join their CarbonSig workspace as an External User. This means you'll be able to collaborate with their team while maintaining your primary account elsewhere.</p><h2>What Happens During External User Onboarding</h2><h3>Step 1: Receive the Invitation Email</h3><p>You'll get an email invitation from the organization inviting you to their workspace.</p><p><strong>What you need to do:</strong></p><ul><li>Open the email from CarbonSig</li><li>Review which organization is inviting you</li><li>Click the invitation link</li></ul><p><strong>Good to know:</strong> This invitation is specifically for adding you to their workspace - you'll keep your existing CarbonSig account and credentials.</p><hr><h3>Step 2: Accept the Invitation</h3><p>When you click the invitation link, you'll be taken to an acceptance page.</p><p><strong>What you'll see:</strong></p><ul><li>Which organization is inviting you</li><li>Which workspace(s) you're being added to</li><li>What role you'll have (your permissions)</li></ul><p><strong>What you need to do:</strong></p><ul><li>Review the details</li><li>Sign in with your existing CarbonSig credentials</li><li>Accept the invitation</li></ul><p><strong>Why this matters:</strong> You're granting this organization permission to add you to their workspace. You'll be able to access their data according to the role assigned to you.</p><hr><h3>Step 3: Access Your New Workspace</h3><p>After accepting, you'll have immediate access to the new organization's workspace.</p><p><strong>How to switch between accounts:</strong></p><ol><li>Look for the <strong>workspace selector</strong> in your CarbonSig navigation</li><li>You'll see both your primary organization and any external organizations</li><li>Click to switch between workspaces</li></ol><p><strong>What you can do:</strong> Your permissions depend on the role assigned to you:</p><ul><li><strong>Admin:</strong> Full access to all workspaces, user management, and complete organizational control</li><li><strong>Editor:</strong> Create, modify, and delete content in assigned workspaces (Systems, Libraries, EACs, Relationships, Carbon Credits)</li><li><strong>Viewer:</strong> Read-only access to view data and reports in assigned workspaces</li></ul><p><a href="https://help.carbonsig.app/en/article/user-management" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Learn more about roles and permissions →</span></a></p><hr><h2>Understanding Your External User Status</h2><h3>What It Means</h3><p>As an External User:</p><ul><li>✓ You maintain your primary CarbonSig account</li><li>✓ You can work with multiple organizations simultaneously</li><li>✓ Each organization controls your access to their data</li><li>✓ You have the same capabilities as internal users within your assigned role</li><li>✓ You can be an Admin for external organizations (full permissions)</li></ul><h3>Your Primary Account</h3><p><strong>You can only be a primary User (internal team member) for ONE organization</strong>, but you can be an External User for unlimited organizations. Your primary organization is typically your employer or main affiliation.</p><h3>Data Access &amp; Security</h3><p><strong>Data separation:</strong> You only see data from workspaces you've been specifically granted access to. Even if you're an External User for multiple organizations, their data stays completely separate.</p><p><strong>Security:</strong> All workspace data is protected with:</p><ul><li>🔒 Role-based access control</li><li>🔐 Workspace-level data isolation</li><li>👥 Permission management by each organization</li><li>📊 Audit trails for all actions</li></ul><hr><h2>Managing Your External User Relationships</h2><h3>Switching Between Organizations</h3><p>Use the workspace selector to move between organizations:</p><ol><li>Click your current workspace name</li><li>Select the organization you want to work with</li><li>Access that organization's data and tools</li></ol><h3>Leaving an External Organization</h3><p>If you no longer need access to an external organization:</p><ul><li>Contact that organization's admin to remove your access</li><li>Or wait for them to remove you when your project ends</li></ul><p><strong>Note:</strong> You cannot remove yourself from external organizations - only their admins can manage access.</p><hr><h2>Troubleshooting</h2><h3>Can't find the invitation email?</h3><ul><li>Check your spam or junk folder</li><li>Search for emails from "CarbonSig" or the inviting organization</li><li>Ask the admin to resend the invitation</li></ul><h3>Invitation link not working?</h3><ul><li>Make sure you're signed in to your CarbonSig account first</li><li>Try copying and pasting the link into your browser</li><li>Clear your browser cache and try again</li><li>Contact the inviting organization's admin</li></ul><h3>Don't see the new workspace after accepting?</h3><ul><li>Refresh your browser</li><li>Check the workspace selector for the organization name</li><li>Verify you accepted the invitation successfully</li><li>Contact the organization's admin to verify access was granted</li></ul><h3>Having other issues?</h3><p>📧 <strong>Contact support:</strong> <a href="mailto:support@carbonsig.com">support@carbonsig.com</a><br>📚 <strong>Help Center:</strong> <a href="https://help.carbonsig.app">help.carbonsig.app</a></p><hr><h2>Part 2: For Admins</h2><h2>How to Invite External Users</h2><p>As an admin, you can invite professionals from other organizations to collaborate in your workspace.</p><hr><h2>When to Use External Users</h2><p><strong>Use External Users for:</strong></p><ul><li>Consultants working on specific projects</li><li>Partners collaborating on joint initiatives</li><li>Auditors reviewing your carbon data</li><li>Vendors supporting your operations</li><li>Any external professional who already has a CarbonSig account</li></ul><p><strong>Key indicator:</strong> The person already has a CarbonSig account with another organization and maintains their primary affiliation there.</p><hr><h2>Step-by-Step: Inviting External Users</h2><h3>Step 1: Access User Management</h3><p>Navigate to the <strong>User Management</strong> section in your CarbonSig admin panel.</p><p><strong>Where to find it:</strong></p><ul><li>Look for the "Users" tab in your left sidebar</li><li>This is only visible to users with Admin role</li></ul><hr><h3>Step 2: Start Adding a User</h3><p>Click the <strong>"Add User"</strong> button.</p><p><strong>What happens next:</strong></p><ul><li>A form appears asking for the user's email address</li><li>You'll enter their existing CarbonSig email</li></ul><figure class="image image_resized" style="width:41.22%;"><img src="https://cdn-assets.productfruits.com/7c92d891-d00a-4ce9-8b12-5d64f92b5bc5"></figure><h3><br>Step 3: Enter Email Address</h3><p>Type the email address of the person you want to invite.</p><p><strong>System check:</strong> CarbonSig automatically checks if this email is already registered:</p><ul><li>✓ <strong>Account found:</strong> The person already has a CarbonSig account → They'll be added as an External User</li><li>✗ <strong>Account not found:</strong> The person doesn't have an account yet → They'll be added as an internal User (different process)</li></ul><p><strong>Why this matters:</strong> External Users already have CarbonSig accounts elsewhere. The system prevents duplicate accounts and maintains their primary organization relationship.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/19a39a35-2d9f-461f-8b34-f43ab180fd99"></figure><h3>Step 4: Assign Workspace(s)</h3><p>Select which workspace(s) this External User should access.</p><p><strong>Options:</strong></p><ul><li>Assign to one specific workspace</li><li>Assign to multiple workspaces</li><li>Grant access to all workspaces (if they have a cross-cutting role)</li></ul><p><strong>Best practice:</strong> Only grant access to workspaces where they need to work. You can always add more workspaces later.</p><hr><h3>Step 5: Select Role</h3><p>Choose the appropriate role for this External User:</p><p><strong>Available roles:</strong></p><p><strong>Available roles:</strong></p><hr><h4><strong>Admin</strong> → Master key to all workspaces</h4><p><strong>Full access to everything, including user management</strong></p><p><strong>Permissions:</strong></p><ul><li>Complete access to every workspace within the account</li><li>Can see and manage the entire organizational landscape</li><li>Access to "Users" tab for user management</li><li>Can add, remove, and suspend users</li><li>Can assign or modify roles for any user in any workspace</li><li>Automatically gains access to all current and future workspaces</li></ul><p><strong>Use for:</strong></p><ul><li>Trusted consultants managing your entire carbon program</li><li>External partners with full management responsibility</li><li>Auditors requiring comprehensive access</li><li>Senior contractors overseeing all operations</li></ul><p><strong>Important:</strong> The system requires at least one Admin at all times. If they're the last Admin, the system prevents them from removing their own role.</p><hr><h4><strong>Editor</strong> → View and modify content in assigned workspaces</h4><p><strong>Full editing permissions within designated workspaces</strong></p><p><strong>Permissions:</strong></p><ul><li>Full editing access to assigned workspaces only</li><li>Can create, modify, and delete content</li><li>Full editing permissions for:<ul><li>Systems</li><li>Libraries</li><li>Relationship Management</li><li>Carbon Credits pages</li></ul></li><li>Workspace access controlled by Admin</li></ul><p><strong>Use for:</strong></p><ul><li>Consultants building carbon accounting systems</li><li>External experts creating and managing carbon data</li><li>Partners collaborating on specific projects</li><li>Contractors working on designated workspaces</li></ul><p><strong>Best practice:</strong> Assign Editors only to workspaces where they actively need to create or modify content.</p><hr><h4><strong>Viewer</strong> → Read-only access to assigned workspaces</h4><p><strong>View all content without modification capabilities</strong></p><p><strong>Permissions:</strong></p><ul><li>Read-only access to assigned workspaces only</li><li>Can view all content including:<ul><li>Systems</li><li>Libraries</li><li>CAPs</li><li>EACs</li><li>Relationships</li><li>Carbon Credits</li><li>Reports</li></ul></li><li>Cannot make any modifications or changes</li><li>Workspace access controlled by Admin</li></ul><p><strong>Use for:</strong></p><ul><li>Auditors reviewing carbon data</li><li>Stakeholders needing visibility</li><li>External reviewers</li><li>Partners monitoring progress</li><li>Any external professional who needs to see but not change data</li></ul><p><strong>Best practice:</strong> Default to Viewer when External Users only need visibility. You can always upgrade to Editor later if needed.</p><hr><h3>Role Selection Decision Guide</h3><p><strong>Ask yourself:</strong></p><ol><li><strong>Do they need to manage users or access all workspaces?</strong><ul><li>Yes → <strong>Admin</strong></li><li>No → Continue to question 2</li></ul></li><li><strong>Do they need to create or modify content?</strong><ul><li>Yes → <strong>Editor</strong> (assign specific workspaces)</li><li>No → <strong>Viewer</strong> (assign specific workspaces)</li></ul></li><li><strong>Will they work across multiple workspaces?</strong><ul><li>All workspaces → Consider <strong>Admin</strong></li><li>Some workspaces → <strong>Editor</strong> or <strong>Viewer</strong></li><li>One workspace → <strong>Editor</strong> or <strong>Viewer</strong></li></ul></li></ol><hr><h3>Step 6: Send Invitation</h3><p>Click the <strong>"Invite External User"</strong> button.</p><p><strong>What happens:</strong></p><ul><li>An invitation email is sent to the External User</li><li>They receive a notification in their CarbonSig account</li><li>They can accept the invitation with one click</li><li>Access is granted immediately upon acceptance</li></ul><p><strong>Timeline:</strong> External Users typically gain access within minutes of accepting the invitation.</p><hr><h2>Managing External Users</h2><h3>Viewing External Users</h3><p>In User Management, External Users are clearly marked:</p><ul><li>Look for the "External" label next to their name</li><li>You can filter to show only External Users</li><li>View which workspaces they have access to</li></ul><h3>Modifying Access</h3><p>You can adjust an External User's access anytime:</p><ul><li>Add or remove workspace assignments</li><li>Change their role</li><li>Suspend their access temporarily</li><li>Remove them completely</li></ul><p><strong>To modify access:</strong></p><ol><li>Go to User Management</li><li>Find the External User</li><li>Click to edit their settings</li><li>Make your changes</li><li>Save</li></ol><h3>Removing External Users</h3><p>When collaboration ends:</p><ol><li>Navigate to User Management</li><li>Select the External User</li><li>Click "Remove User"</li><li>Confirm removal</li></ol><p><strong>What happens:</strong> The person loses access to your workspace immediately but retains their primary CarbonSig account with their main organization.</p><hr><h2>Best Practices for External Users</h2><h3>Security &amp; Access</h3><p>✓ <strong>Grant minimum necessary access</strong> - Only workspaces they need<br>✓ <strong>Review permissions regularly</strong> - Remove access when projects end<br>✓ <strong>Use View Only when possible</strong> - For stakeholders not creating data<br>✓ <strong>Document why</strong> - Keep notes on why each External User has access</p><h3>Communication</h3><p>✓ <strong>Set expectations</strong> - Tell External Users what they can access<br>✓ <strong>Provide onboarding</strong> - Share relevant documentation<br>✓ <strong>Establish protocols</strong> - Define how they should work in your workspace<br>✓ <strong>Stay in touch</strong> - Check in on collaboration progress</p><h3>Compliance</h3><p>✓ <strong>Verify necessity</strong> - Confirm external access is required<br>✓ <strong>Audit regularly</strong> - Review External User list quarterly<br>✓ <strong>Remove promptly</strong> - Delete access when collaboration ends<br>✓ <strong>Track activity</strong> - Monitor what External Users are doing</p><hr><h2>Understanding External User vs Internal User</h2><figure class="table"><table><thead><tr><th><strong>Aspect</strong></th><th><strong>Internal User</strong></th><th><strong>External User</strong></th></tr></thead><tbody><tr><td><strong>Primary account</strong></td><td>Your organization</td><td>Another organization</td></tr><tr><td><strong>Can be Admin?</strong></td><td>Yes</td><td>Yes (same powers)</td></tr><tr><td><strong>Workspace access</strong></td><td>Based on role assignment</td><td>Based on role assignment</td></tr><tr><td><strong>Limitations</strong></td><td>One person = one primary account</td><td>One person = unlimited external accounts</td></tr><tr><td><strong>Use case</strong></td><td>Your employees</td><td>Consultants, partners, vendors</td></tr></tbody></table></figure><p><strong>Key point:</strong> External Users can have Admin role and exactly the same permissions as internal Users - the only difference is organizational affiliation.</p><hr><h2>Troubleshooting</h2><h3>Email not recognized as existing account?</h3><ul><li>Verify you entered the correct email address</li><li>Confirm the person actually has a CarbonSig account</li><li>They may need to create an account first → Use regular User onboarding</li></ul><h3>Invitation not received?</h3><ul><li>Check if invitation was sent successfully</li><li>Ask recipient to check spam folder</li><li>Resend invitation from User Management</li><li>Verify email address is correct</li></ul><h3>External User can't see workspace after accepting?</h3><ul><li>Verify you assigned them to the correct workspace(s)</li><li>Check that their role has appropriate permissions</li><li>Refresh their account (they may need to sign out and back in)</li><li>Verify invitation was accepted (check User Management)</li></ul><h3>Need to change their access quickly?</h3><ul><li>Go to User Management</li><li>Edit the External User's profile</li><li>Changes take effect immediately</li><li>No need to resend invitation</li></ul><hr><h2>Related Articles</h2><p><strong>For more information about user management:</strong></p><ul><li><a href="https://help.carbonsig.app/en/article/user-management" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Understanding User Management</span></a></li><li><a href="https://help.carbonsig.app/en/article/user-onboarding-guide" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">User Onboarding Process</span></a></li><li><a href="https://help.carbonsig.app/en/article/add-user-from-user-management" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Add User from User Management</span></a></li><li><a href="https://help.carbonsig.app/en/article/understanding-workspaces" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Understanding Workspaces</span></a></li></ul><hr><h2>Need Help?</h2><p><strong>For External Users:</strong></p><ul><li>Contact the organization's admin who invited you</li><li>Email CarbonSig support: <a href="mailto:support@carbonsig.com"><span style="color:hsl(240,75%,60%);">support@carbonsig.com</span></a></li></ul><p><strong>For Admins:</strong></p><ul><li>Visit our <a href="https://help.carbonsig.app"><span style="color:hsl(240,75%,60%);">Help Center</span></a></li><li>Email <a href="mailto:support@carbonsig.com">support@carbonsig.com</a></li></ul><hr><p><strong>Enable secure cross-organization collaboration with External Users!</strong> 🌍</p><hr><p><i>Last updated: November 2025</i></p><p>&nbsp;</p>

<h2>Welcome to CarbonSig!</h2><p>Your admin has invited you to join your organization's CarbonSig workspace. This guide walks you through activating your account and logging in for the first time.&nbsp;</p><h2>Step 1: Check Your Email Invitation</h2><p>You'll receive an email invitation from CarbonSig with a secure activation link.</p><p><strong>What you need to do:</strong></p><ul><li>Open the email from CarbonSig</li><li>Click the activation link</li><li>You'll be taken to the account setup page</li></ul><p><strong>Good to know:</strong> Your activation link stays valid until you complete the setup process. If you close the page partway through, simply click the link again to continue where you left off.</p><figure class="image image_resized" style="width:44.11%;"><img src="https://cdn-assets.productfruits.com/60354ad5-e9d2-4da8-a433-c85a4a1bd1ba"></figure><h2>Step 2: Create Your Profile</h2><h3>Enter Your Name</h3><p>Provide your first and last name as you'd like them to appear in CarbonSig.</p><p><strong>Name requirements:</strong></p><ul><li>3–16 characters</li><li>Letters, hyphens (-), and apostrophes (') only</li><li>Must start with a letter</li><li>Single spaces between words only</li></ul><p><strong>Why this matters:</strong> Your name appears in team collaboration, comments, and system logs, helping your colleagues know who's working on what.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/89470c3a-f13a-4126-a0e3-db9c1f10e93f"></figure><h2>Step 3: Set Up Your Password</h2><p>Create a secure password to protect your account and your organization's carbon data.</p><p><strong>Create a strong password:</strong></p><ul><li>8+ characters</li><li>Mix of UPPERCASE and lowercase letters</li><li>At least one number (0-9)</li><li>Special characters welcome (!@#$%)</li></ul><p><strong>Why strong passwords matter:</strong> Your password protects sensitive carbon data, attestation certificates, and confidential business information.</p><p><strong>Pro tip:</strong> Use a password manager to create and store a unique, complex password. Never reuse passwords from other accounts.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/e8a76f5f-c194-402f-9b6e-9e3476fde182"></figure><p><br>You're All Set! 🎉</p><p><strong>What happens next:</strong></p><p>Your account is now active! You'll be redirected to the login page where you can sign in using your email and password.</p><h3>Your First Login</h3><ol><li>Go to <a href="https://carbonsig.app">CarbonSig.app</a></li><li>Enter your email address</li><li>Enter the password you just created</li><li>Click "Sign In"</li></ol><h3>What You'll See</h3><p>After logging in, you'll land on your workspace dashboard with access to:</p><p>✓ <strong>View and create</strong> carbon accounting systems<br>✓ <strong>Collaborate</strong> with your team on projects<br>✓ <strong>Access</strong> your organization's carbon data<br>✓ <strong>Generate</strong> reports and attestation certificates</p><p>Your admin has already assigned you specific workspace access and permissions, so you'll only see the areas relevant to your role.</p><hr><h2>Understanding Your Access</h2><h3>Workspace Assignment</h3><p>Your admin has assigned you to one or more workspaces based on your role. Workspaces keep project data organized by location, team, or business unit.</p><p><strong>Can't see what you expected?</strong> Contact your admin to adjust your workspace access.</p><h3>Your Role &amp; Permissions</h3><p>Your admin has assigned you a specific role that determines what you can do in CarbonSig:</p><ul><li><strong>Viewer:</strong> Read access to data and reports</li><li><strong>Editor:</strong> Create and edit carbon systems</li><li><strong>Admin:</strong> Full access including user management</li></ul><p><strong>Need different permissions?</strong> Ask your admin to update your role.</p><hr><h2>Next Steps</h2><h3>Get Familiar with CarbonSig</h3><p><strong>Explore your dashboard:</strong></p><ul><li>Browse existing carbon systems</li><li>Review recent activity</li><li>Check out team projects</li></ul><p><strong>Learn the basics:</strong></p><ul><li><a href="https://help.carbonsig.app/en/category/system-page" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Understanding Systems</span></a></li><li><a href="https://help.carbonsig.app/en/article/understanding-workspaces" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Understanding Workspaces</span></a></li><li><a href="https://help.carbonsig.app/en/article/quick-start-build-your-first-system" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Creating Your First Carbon Assessment</span></a></li></ul><h3>Start Contributing</h3><p><strong>Ready to dive in?</strong></p><ul><li>Join an existing project</li><li>Create a new carbon system</li><li>Upload data</li><li>Collaborate with team members</li></ul><hr><h2>Troubleshooting</h2><h3>Can't find the invitation email?</h3><ul><li>Check your spam or junk folder</li><li>Search for emails from "CarbonSig" or "<span style="color:hsl(0, 0%, 0%);">messaging-noreply@carbonsig.com</span>"</li><li>Ask your admin to resend the invitation</li></ul><h3>Activation link not working?</h3><ul><li>Make sure you're using the most recent invitation email</li><li>Check if activation link expired (valid for 48h)</li><li>Clear your browser cache and try again</li><li>Contact your admin for a new invitation</li></ul><h3>Forgot your password already?</h3><ul><li>Click "Forgot Password" on the login page</li><li>Enter your email address</li><li>Check your email for password reset instructions</li><li>Create a new password</li></ul><h3>Still having issues?</h3><p>Our support team is here to help!</p><p>📧 <strong>Email:</strong> <a href="mailto:support@carbonsig.com">support@carbonsig.com</a><br>📚 <strong>Help Center:</strong> <a href="https://help.carbonsig.app">help.carbonsig.app</a></p><hr><h2>For Admins: Inviting New Users</h2><p><strong>Need to invite someone to your workspace?</strong></p><p>Learn how to add new users and manage your team:</p><ul><li><a href="https://help.carbonsig.app/en/article/add-user-from-user-management" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Add User from User Management</span></a></li><li><a href="https://help.carbonsig.app/en/article/user-management" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">Understanding User Types</span></a></li><li><a href="https://help.carbonsig.app/en/article/external-user-onboarding-guide" target="_blank" rel="noopener noreferrer"><span style="color:hsl(240,75%,60%);">External User Onboarding</span></a></li></ul><hr><h2>Security &amp; Privacy</h2><p>Your carbon data is protected with:</p><ul><li>🔒 Industry-standard encryption</li><li>🔐 Secure authentication</li><li>👥 Role-based access control</li><li>📊 Workspace-level data isolation</li></ul><p><strong>Keep your account secure:</strong></p><ul><li>Never share your password</li><li>Log out on shared computers</li><li>Use unique passwords for each service</li></ul><hr><h2>Need More Help?</h2><p><strong>Quick Resources:</strong></p><ul><li>Browse our <a href="https://help.carbonsig.app"><span style="color:hsl(240,75%,60%);">Help Center</span></a></li><li>Email <a href="mailto:support@carbonsig.com">support@carbonsig.com</a></li><li>Ask your admin or team members</li></ul><hr><p><strong>Welcome to your team! We're excited to have you on CarbonSig.</strong> 🌱</p><hr><p><i>Last updated: November 2025</i></p>

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