Consultant access
If you work with a sustainability consultancy, you can give it controlled, read-only access to your results. The consultancy uses its Consultant Workspace to work across its clients.
For organizations: grant access#
Only an Organization Manager can grant or revoke consultant access.
- Open Carbon Operations → Consultant Workspace.
- Choose the Consultancy. It must already be set up in ErgOps — contact ErgOps if it does not appear.
- Choose the Access level:
| Access level | The consultant can |
|---|---|
| Portfolio view | See summary results |
| Reporting support | Also export inventory, Scope 3, ESG, targets, product footprint, facility and energy, water and waste data |
| Assurance support | Also export framework readiness, controls and evidence packages |
- Optionally set an expiry date.
Revoke ends access immediately. Grants and revocations are recorded.
For consultants: the workspace#
The Consultant Workspace lists each client that has granted access, with its industry, ESG Score, critical issues, reports due and your open tasks.
- Consultants cannot edit data in a client's workspace.
- Each client's data stays separate — one client never sees another.