This article is for:
- Workspaces in Europe, the Middle East, and Africa (EMEA) with European Sustainability Reporting Standards (ESRS) enabled in Sustainability Explorer
- Workspaces elsewhere with the Corporate Sustainability Reporting Directive (CSRD) add-on enabled
To determine the level of access collaborators have to a Readiness Assessment, its Owner can set its permissions.
Permission levels
To use Readiness Assessments, workspace members need the Sustainability role. Readiness Assessments also enable various levels of access based on permission type.
| Permission | Level of access |
|---|---|
| Owner | Has full access to the assessment, including its Permissions
Note: Only Workspace Owners can create custom tags for Readiness Assessments. |
| Editor | Can edit details of the assessment — including its coverage, reporting decisions, and action plans — but not its Permissions |
| Viewer | Can view — but not edit — the details of the assessment |
Note: To perform actions from a Readiness Assessment that affect Sustainability Program, such as to create metrics or update their Related Explorer content references, workspace members need Editor or Owner permissions to both the Readiness Assessment and its Program.
Set permission for Readiness Assessments
While permissions are usually set during a Readiness Assessment's creation, its Owners can update them at any time, such as to reflect personnel changes.
- From Sustainability Explorer, open the Readiness Assessment from Readiness assessments.
- From any step of the assessment, click Permissions .
- Select the permission level for each collaborator or group, and click Close.
Tip: To find a specific collaborator or group, search by their name.
To view collaborators or groups based on their level access, click Filter , and select the applicable Permission level.
Restrict access to a Readiness Assessment
To restrict someone's access to a Readiness Assessment, remove the collaborator or group from its Permissions:
- From Sustainability Explorer, open the Readiness Assessment from Readiness assessments.
- From any step of the assessment, click Permissions.
- Select the collaborator or group to deny access, and click Remove .
- Click Close.