Define Your Organisation (Admin Only)

What you'll do

Set up your organisation structure in Karomia by:

1. inviting team members, and
2. organising both members and portfolio companies into groups.

note

Admin permissions required: Only Admins can complete the steps below.

Step 1: Invite members

The Members page shows everyone who currently has access to your Karomia workspace (including their role and access level).

Invite a new member

1. Go to Members
2. Click Invite member
3. Enter:
   1. Full name
   2. Email address
   3. Role
   4. Groups — see Step 2: Organise in groups
4. Click Invite (or Add)

Add multiple members (optional)

If you're onboarding several colleagues at once, use Add a new member to add multiple invites in one go.

Roles in Karomia

Role	Description
Admin	Full access, including inviting members and managing organisation settings. Keep this to a small number of people.
Member	Can do most actions, but cannot invite members. Best fit for investment managers who work with portfolio companies and monitor sustainability data.
Viewer	Read-only access. Best for colleagues who need visibility without making changes.

Step 2: Organise in groups

Groups are how you mirror your internal structure (e.g., "Fund I", "Benelux", "Climate team", "Growth", etc.). You can create as many groups as you need — and they don't need to be mutually exclusive.

Why groups matter

Groups apply to both members and companies. A member can only:

• invite companies, and
• request/access a company's sustainability data

when that company is linked to at least one of the same groups as the member.

Assign a member to one or more groups

1. In Members, find the person you want to update
2. Click the Edit icon
3. Select one or more groups from the dropdown
4. Click Save (if prompted)

Create a new group on the fly

If the group doesn't exist yet, start typing in the group field and create it directly from the dropdown.