Team Collaboration
ESG data collection that works across your whole team
ESG data doesn't come from one person. Finance owns utility bills, HR owns diversity data, operations owns safety metrics. ESG Automated lets you assign data ownership and collaborate without losing control.
5
user roles: Owner, Admin, Editor, Viewer, and External Verifier
100%
audit log coverage — every edit is tracked and attributable
3x
faster data collection when ownership is assigned by module
Everything you need for team collaboration
👥
Role-based access control
Assign roles by user. Editors can enter and update data; Viewers can only read; Admins manage users and settings; External Verifiers can review data without editing it.
📌
Data ownership assignment
Assign specific data modules to specific team members. HR owns diversity inputs, Finance owns energy billing data, Operations owns safety records. Clear accountability, no confusion.
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Notification system
Team members receive alerts when data they own is due, when a report is ready for review, or when the AI flags an anomaly in their module.
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Activity log
Full audit trail of every data entry, edit, report generation, and user action — with timestamp, user, and change summary. Essential for third-party assurance engagements.
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Inline comments
Leave comments on specific data fields explaining assumptions, sources, or methodology choices. Comments are preserved in the audit trail.
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Shareable report links
Generate secure shareable links for draft or final reports — give external verifiers or board members view-only access without creating a full account.
How it works
1
Invite your team
Go to Settings → Team and invite colleagues by email. Assign their role and which projects they have access to. Invitations expire after 7 days for security.
2
Assign data ownership
In each data module, designate an owner from your team. Owners receive reminders when data is due and are responsible for that module's completeness score.
3
Collaborate on data entry
Team members enter data in their assigned modules. Admins see a real-time completeness dashboard showing which modules are complete, in progress, or overdue.
4
Review and approve reports
Before publishing, route draft reports through a review workflow. Editors submit, Admins approve, and an External Verifier can sign off — all tracked in the activity log.
"Before this, I was chasing five different people for spreadsheet updates every quarter. Now they log into the platform and enter their data directly. I just review and approve."
— Head of Sustainability, Mid-size Healthcare System
Ready to get started?
14-day free trial. No credit card. Set up in under an hour.