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How do I invite a customer to e.insights?

Invite your customers directly from e.hub and give them access to their own carbon data workspace.

To invite a customer to use e.insights, follow the steps below. Note: Only Admins can send invitations.

  1. Log in to e.hub.
  2. In the menu, go to Clients.
  3. Use the search bar to find the client you want to invite by their organisation ID.
  4. Click Invite next to the client’s name.
  5. Fill in the client's email address and confirm it.
  6. Review the list of clients that will be included in the invitation.
  7. Check the confirmation box to confirm that the invited person is authorised to access the data.
  8. Click the green Send button.

Once invited, the user will receive an email to set up their account and access their e.insights dashboard.

If you need help, feel free to contact support@rejoose.com.