For businesses that have multiple staff members working on Life Cycle Assessments, the eTool enterprise subscription is catered for you. It allows the business to maintain all the intellectual property of their staff (regardless of staff turnover), share projects within the enterprise, manage the access levels of their team, easily add and remove members and collaborate (co-author) on LCA studies in eTool. This short video gives an overview of these features:
Jump to the following sections in this post:
- For New Users Who Wish To Create A New Specialist Plan
- Specialist Hotseat
- Organisation Dash
- Organisation Profile & Report Customisation
- Update Your Organisation’s Plan, Payment/Card Details or Seats
- Project Management
- Manage Users – Invite New Users, Assign Seats, Assign Admin Roles
- Collaborators
- Staff Turnover
- Role Access
- Note for Managers
- Certifying Your Design
- Terms & Conditions
- Related posts
For New Users Who Wish To Create A New Specialist Plan
- Ensure that you have a personal eTool user profile with your own email address. If not, you can Create a New Account here. Your personal profile can be left as ‘Open Use’
- Click on ‘My Profile’ (click on your name on the top right corner of the page). Refer to this post on how to set up your personal profile.
- Click on the green ‘My Plan’ tab on the left-hand menu.
- Click on ‘Change Plan’ & select the ‘Specialist’ subscription
- Select your preferred billing method (‘Manual Annual Billing’ or ‘Automated monthly billing’) and make the following adjustments as required.
- Click ‘Next’ and continue to the Organisation Dash section of this post for further guidance.
Specialist Hotseat
For instructions on how to purchase Specialist Hotseats, please refer to this support post: Specialist Hotseat: How Does It Work?
Organisation Dash
In order to ensure that your GHG savings and leader board windows are displaying the data correctly, please ensure that all the designs/projects created under your organisation have their design purposes set correctly. Please refer to this support post for more information on how to do this.
Organisation Profile & Report Customisation
Update Your Organisation’s Plan, Payment/Card Details or Seats
To edit the Organisation’s subscription, payment/card details or the number/type of seats in the organisation, please refer to this support post.
Project Management
Whenever you or your colleagues create a new project, be sure to assign the project to the relevant organisation. This will ensure that the project will show up in the Organisation Dash and you can also add other collaborators from the same organisation to that project. You need to do this at the Project Level of your project.
Manage Users
Use the ‘Manage Users’ tab in your organisation dash to manage the users in your organisation such as invite new users, assigning seats or assigning admin roles. You can also purchase more seats in this tab or add an unlimited number of ‘Read Only’ users to the organisation.
‘Admin’ users will be able to manage the collaborators for any project assigned to the organisation or assign/swap seats among all organisation users. Please refer to the sections below for more information.
To invite new users, just navigate to your Organisation portal in the top menu bar. Next click on the ‘Manage Users’ tab on the left side menu and then click on the ‘+Invite New User’ button on the right side.
The next step is to enter the email address of the user. Please ensure that this is the exact same address used to create their eTool profile.
Once they’ve received the invitation to join the organisation, they will need to navigate to their ‘Inbox’ in order to accept or decline the invitation.
Once all your team members have accepted their invitations, you can manage seat allocations and admin roles among your members under the ‘Manage Users’ tab.
Collaborators
Once a project is assigned to the organisation, you may add collaborators to the project to manage their access to that project. Organisation ‘Admins’ are also able to assign other collaborators to any project assigned to the organisation. This is so that if a staff member leaves the company, the Admin of the organisation will be able to assign a new user to manage the project.
Changing the Lead Author
Please note that when you change the Lead author to another user, the previous Lead will lose access to the Structure/Design unless you change them to either a ‘Collaborator’ or ‘Read Only’ and/or they are also an Org Admin. The following warning sign with pop up to warn you of this change.
The ‘Collaborators’ tab is located in the Structure Level of the project once it’s been assigned to the Organisation. You can then assign anyone from the same organisation to the following roles. Note that by default all other users in the organisation will be set as ‘Not Involved’ until you add them as a collaborator to your project. This is to ensure that possibly sensitive information relating to each project can be better managed.
Staff Turnover
Should you experience any staff turnover, please refer to this Handover Procedure post for guidance on how to ensure that the work done by the departing staff is retained within the organisation.
Role Access
We advise that the Organisation Admin role only be assigned to users who have received proper eTool training and that require this access freedom to avoid mismanagement.
Note for Managers
We recommend that you train all your organisation users to always add new projects to the Organisation and be sure that you have Organisation Admin access in the Organisation. You can also have Read-Only access to the projects if you want review access to the project or Collaborator if you intend to make edits in the project. If at some point there is a turn-over in staff, be sure that they perform the appropriate hand-over procedure before they leave the company which is to ensure that all their Projects have been assigned to the Organisation.
In the unfortunate event where the departing staff is unable to perform the hand-over procedure properly, let us know and we will be able to assist in making the required transfers from our end.
Certifying Your Design
Note that besides the Lead Author, any project Collaborator will be able to submit the Design for certification and each Structure within a Project may have a different set of collaborators. Note that whomever submits the Design for certification should be the one responsible for communicating with the certifier and conducts all the updates to the design throughout the certification review.
Terms & Conditions
Please refer to our Terms & Conditions for more information.
One suggestion is to add more details about how the GHG savings graph and GHG savings leaderboard data is populated. LCA purpose at Design details need to be set to LCA Base for the reference design and LCA Final for the proposed/final design. Both designs need to be certified. And the project needs to be assigned to the correct Organisation at the project level.