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Account Management

This section covers all aspects of managing your Carbon GPT account, including user management, organization settings, team structure, and single sign-on configuration.

Introduction

Effective account management is essential for maintaining security, ensuring appropriate access levels, and organizing your Carbon GPT implementation to match your organizational structure. The account management features allow administrators to control who has access to what data and functionality within the platform.

Key Management Areas

User Management

  • User Management
  • Adding and removing users
  • Setting user roles and permissions
  • Managing user profiles and contact information
  • Monitoring user activity and login history

Organization Settings

  • Organization Settings
  • Configuring organization profile and details
  • Setting up organizational structure
  • Defining operational boundaries
  • Managing organization-wide preferences

Team Management

  • Team Management
  • Creating and organizing teams
  • Assigning users to teams
  • Setting team-level permissions
  • Managing team hierarchies

Single Sign-On

  • Single Sign-On (SSO)
  • Configuring SSO providers
  • Managing identity federation
  • Setting up SAML authentication
  • Implementing multi-factor authentication

Getting Started

Accessing Account Management

  1. Log in to Carbon GPT with administrator credentials
  2. Navigate to Admin > Account Management in the main navigation
  3. Select the specific management area you want to configure

Initial Account Setup

For new accounts, we recommend this setup sequence:

  1. Configure your organization settings
  2. Set up your organizational structure
  3. Create initial admin users
  4. Configure authentication methods
  5. Define user roles and permissions
  6. Create teams and assign users

Managing Users

Adding New Users

  1. Navigate to User Management
  2. Click Add User
  3. Enter the user's email address and basic information
  4. Select the appropriate role and permissions
  5. Assign the user to relevant teams
  6. Send invitation email

User Roles and Permissions

Carbon GPT offers several predefined roles:

  • System Administrator: Full system access and configuration rights
  • Account Administrator: User and team management without system configuration
  • Report Administrator: Can create and manage all reports and templates
  • Data Manager: Can input and manage emissions data
  • Analyst: Can view and analyze data but not modify it
  • Viewer: Read-only access to specified areas

Custom roles can be created with specific permission sets.

User Deactivation and Removal

When a user leaves your organization:

  1. Navigate to the user's profile
  2. Select Deactivate Account to temporarily suspend access
  3. Or select Remove User to permanently remove them
  4. Choose whether to reassign their content to another user
  5. Confirm the action

Managing Teams

Creating Teams

  1. Navigate to Team Management
  2. Click Create Team
  3. Enter team name and description
  4. Define team hierarchy (parent team if applicable)
  5. Set team-level permissions
  6. Add users to the team

Team Structure Best Practices

  • Mirror your organizational structure when possible
  • Create teams based on functional areas or business units
  • Use team hierarchies for complex organizations
  • Consider data access requirements when structuring teams
  • Assign team administrators for distributed management

Organization Settings

Configuring Your Organization

  1. Navigate to Organization Settings
  2. Update organization name, logo, and contact information
  3. Configure fiscal year and reporting periods
  4. Set default units and conversion preferences
  5. Define organizational boundaries for emissions accounting

Operational Boundaries

Define which operations are included in your carbon accounting:

  1. Navigate to Organizational Structure
  2. Add facilities, business units, and subsidiaries
  3. Define ownership and operational control
  4. Set consolidation approaches for each entity
  5. Configure entity-specific settings

Single Sign-On Configuration

Setting Up SSO

  1. Navigate to Single Sign-On
  2. Select your identity provider (Azure AD, Okta, Google, etc.)
  3. Configure the connection settings
  4. Set up attribute mapping
  5. Test the SSO connection
  6. Enable SSO for your organization

SSO Best Practices

  • Implement multi-factor authentication
  • Configure appropriate session timeouts
  • Set up user provisioning through your identity provider
  • Establish role mapping between your IdP and Carbon GPT
  • Regularly audit SSO configurations and access logs

Best Practices

Security

  • Implement the principle of least privilege
  • Regularly review user access and permissions
  • Enable multi-factor authentication
  • Set appropriate password policies
  • Monitor and audit account activity

Organization

  • Align team structure with organizational needs
  • Clearly define roles and responsibilities
  • Document your account management policies
  • Train administrators on best practices
  • Regularly review and update your account structure

Efficiency

  • Use groups and teams to simplify permission management
  • Implement automated user provisioning where possible
  • Create standardized onboarding and offboarding processes
  • Develop clear naming conventions
  • Regularly clean up inactive users and teams