This article is for all Requesters and covers the first steps in accessing the CDP Portal, navigating the Requester homepage, updating your organization’s information and settings, and accessing historical data and products in the CDP's Legacy Dashbaord. For additional guidance please see our video that provides an overview of the Requester Portal and if you’re part of the Capital Markets Signatory program please also see our video on Portal overview for Capital Market Signatories.
Note: CDP works with various Requesters including Supply Chain members and Capital Markets Signatories. As a result, you will encounter the term ‘Requester’ in the instructions below and within the Portal. Please note that this term refers to all Requesters unless the specific requesting authority is clearly stated.
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Access the CDP Portal
To access the Portal, you will need to sign in to your CDP account. Requesters will be sent a link via email to sign in or sign up. If you are already part of an existing team, you can ask a colleague to invite you as a team member for your organization. Alternatively, you can ask your Account Manager to set you up.
Once your organization account is set up, or an existing colleague has added you:
Check your email for the invitation link (we advise you also check your junk or spam folder if you don’t receive anything).
Follow the invitation link provided and complete the registration form.
After completing the form, you will be taken to the log-in page.
Sign in using your email and password to access the CDP Portal.
Troubleshooting: If you are unable to log in after all the steps previously listed, we advise you to check if your organization's firewall is blocking access. If so, you may need to reach out to your organization’s IT team to resolve this. Also, try clearing your browser cache and cookies and ensure you're using a supported browser (Chrome, Firefox, Edge, or Safari). If the problem still persists, please contact our Customer Support Team for further assistance. When raising a case please select the category ‘Account/Organization Support’ and the subcategory ‘Trouble Signing In’ to ensure your case goes to the correct team.
First-time login
The first user to sign up will be assigned the 'Requester Admin' role, further information can be found in our article on Requester roles. When you sign in to your Requester account for the first time, you will see a ‘Welcome’ pop-up introducing CDP’s mission and a tutorial of the platform. You can choose to view or skip this tutorial.
Access the Requester Portal
After viewing the introductory video, if your organization is solely a requesting organization, you will automatically land in the Requester Portal. If your organization discloses or is requested to do so, you will land in the ‘Discloser’ Portal instead.
To navigate to the Requester Portal:
Click 'Switch view' from the drop-down menu, that appears after selecting your organization name or logo at the top of the navigation sidebar.
If your organization is a member of multiple programs, upon clicking ‘Switch view’ a popup will appear providing you with the option to switch between them, here select the relevant program and then click 'Confirm'.
If you are a member of a single program, no pop-up will appear and you will be taken directly to your Requester Portal.
You will also receive a notification in the bottom right of your screen, notifying which Portal you are now in. You can also verify this in the ‘Viewing as’ tab of the drop-down menu as shown above.
The Requester navigation sidebar
The expandable navigation sidebar on the left hand side of the CDP Portal allows you to move through the different pages in the Requester Portal and consists of the following functions:
Organization name and user type drop-down: Once you click the downward facing arrow next to your organization name or logo, a drop-down will appear allowing you to:
Navigate to your ‘Organization settings’ page by using the ‘Organization Name/Address >’ button. Further information can be found in the lastsection of this article.
Navigate to your ‘Team members’ page by using the ‘X team members >’ button, where you can invite new users, edit their roles, or deactivate existing users on your Portal. Further information can be found in our article onRequester roles and managing team members.
See and change what Portal you are currently viewing, as mentioned in the previous section above.
Home: This is your organization’s homepage, further details can be found in the next section of this article.
Manage organizations: This is where you can add, edit and remove organizations from your Request list. Please note that Capital Market Signatories use Sample lists and will not have this function visible in their sidebar.
Engage organizations: This page displays your 2026 Request lists, Sample lists, Projects and Collections. For further guidance, please see our article onviewing and tracking your Request list.
Settings: Here is where you can see your account details, your user preferences, and log off after using the Portal as well as navigate between the ‘Team members’ and ‘Organization settings’ tabs.
Help drop-down: This provides quick access to our Help Center and Knowledge Base, as well as allowing you to contact our Customer Support Team directly in case you have any questions or concerns. For further guidance, please see our article onraising a case in the CDP Help Center. This drop-down also includes quick access to our ‘Requester Support Hub’ where more detailed guidance and videos are provided.
Give feedback: This is a form to suggest new features, improvements to existing ones, or share your experience.
Navigate your Requester homepage
The Requester homepage is dynamic, and the information will change based on where you are in the disclosure cycle. In summary, the homepage consists of:
The Phase bar, which provides a timeline feature that displays which stage CDP users are currently in, the upcoming deadlines and the phase of the cycle.
The Summary bar, which provides information on your Request list status, the number of organizations requested, their combined response rate, the disclosure cycle year and key deadlines. Please note this tile will only be visible to Supply Chain members.
The Response rate tile, which which only appears once a Request list or Sample list has been submitted. This tile provides a percentage breakdown of your requested organizations’ response statuses, for further insights you can click ‘View breakdown’. For Supply Chain members this will take your ‘Request list’ page, whereas for Capital Market Signatories, this will take you to your ‘Samples list’ page. Please also refer to our article onviewing and tracking your Request list for further guidance.
The Data products and reports, which directs you to the main CDP page where it is possible to sign in to CDP’s Legacy Dashboard and access any historical data products and reports. For further information, please see the section below onnavigating and accessing your Legacy Dashboard.
The Webinars tile, which directs you to the ‘Events and webinars’ page on the CDP website.
The Guidance tile, which directs you to the CDP website where you can find support for Disclosers in the form of guidance documents and other supporting materials.
The Email templates tile, which directs you to the CDP website where you can access email templates to engage your requested organizations. If a specific template is not visible, then it will be available towards the start of the next disclosure cycle.
The Engagement support tile, which displays the Account Manager or Support Contact information for the Requester type the user is navigating the Portal as. For example, a Capital Markets Signatory Requester would see the Capital Markets Account Manger information.
Accessing CDP data
CDP data is currently delivered in a few different ways. CDP operates a main user interface known as the ‘Portal’ where you can view and download raw response data, and a separate data resource depository known as the ‘Legacy Dashboard or Platform’ that contains datasets and reports from this cycle and previous ones.
Supply Chain members can access the raw response data directly in their Portal. To do this:
Navigate to the ‘Engage organizations‘ page from the navigation sidebar.
Select ‘Download responses‘ to create your file.
When you see a success message, select ‘Download responses’ again in the popup that appears.
Note: Further details on suppliers’ raw response data can be found in our dedicated Requester Support Hub page.
Capital Market Signatories on the other hand can access this data in their Legacy Dashboard. Please see below for further guidance.
Navigating to your Legacy Dashboard
Before accessing datasets and reports from this cycle and previous ones in the Legacy Dashboard, please ensure that:
You have access to your organization’s Requester account in the CDP Portal.
Your account has been added as a team member for your organization.
Your organization has access to the relevant data products or program membership.
Note If you are new to the CDP Supply Chain or Capital Markets Signatory program and do not have an account, or a notification on your existing account shows the membership as expired even though it has been renewed, please contact your CDP Account Manager or our Customer Support team for further assistance. When raising a case please select the category ‘Questionnaire Support’ and the subcategory ‘Access to Previous Year(s) Response’ to ensure your case goes to the correct team.
You can navigate to the Legacy Dashboard in two main ways:
From your CDP Portal homepage, as mentioned in the navigation section above:
Locate and click the tile named ‘Data products and reports’.
Selecting this tile will redirect you to our 'Legacy Products' page on our website.
From here, find the dashboard relevant to your organization and click the ‘SIGN IN TO EXPLORE THE DATA’ button underneath it.
You will be then redirected to your Legacy Dashboard homepage, see next section for further information on accessing your datasets and products.
Alternatively, you can access the Legacy Dashboard directly from our website:
Here, navigate to the top right-hand side of the page and click the downward facing arrow positioned next to the ‘SIGN IN’ button.
From the list presented in the drop-down, locate and select the dashboard relevant to your organization.
You will be then redirected to your Legacy Dashboard homepage, see next section for further information on accessing your datasets and products.
Accessing the datasets and products available
In your Legacy Dashboard homepage, if your organization discloses or is requested to do so, here you will be able to find information about your previous year disclosures and scores, announcements from the previous years and all your corporate related documents and supporting data. These are accessible using the ‘Scores and Responses’, ‘Announcements’ and ‘My files’ drop-down. Please see our article on accessing responses as a Discloser for more information.
If your organization is solely a requesting organization, you will automatically land in your relevant program Dashboard. If this doesn’t happen automatically or you are a member of multiple programs, to access the Dashboard specific to your organization’s membership either click on the ‘Account menu’ drop-down or click on your name icon in the top right corner of the Legacy page. This will open a navigation drop-down menu.
As a Supply Chain member, click the ‘CDP supply chain’ option. This will direct you to your ‘Supply Chain Member Dashboard’ page, that include the following tiles:
Track supplier progress
Find CDP Responders
Access my suppliers' data
Environmental Metrics Datasets
Scope 3 Reports
Member webinars
Supplier selection
Buyer resources
Promoting my membership
Note: For further guidance on understanding and downloading Environmental Metrics Datasets and Scope 3 Reports, please visit the relevant Requester Support Hub pages.
As a Capital Market Signatory, click the ‘Investor Dashboard’ option. After accepting the ‘CDP Capital Markets Signatories Terms and Conditions’, you will be redirected to the ‘Investor Dashboard’ page’.
Scroll down to the ‘Access my data’ tile for a menu of the data products available to you from this cycle, and previous cycles. Click the ‘View’ button underneath the desired section to open it, each option will have a brief description underneath. The data products available in the ‘Access my data’ tile include:
Company disclosure tracker
Corporate Response Data
Search Historical Responses
Purchased Data
Scores
Useful Documents
Additional CDP Datasets
Tip: To navigate through the different data products and reports available in either Dashboard scroll through the page or use the ‘Jump to…’ navigation panel on the right-hand side. Each tile will have a description providing additional guidance. Please also make use of the ‘Search’ button for more efficient navigation.
Organization information and settings
Requester Admins can use the following guidance to update organization information and settings. Requester Contributors will only be able to view this information. To update your organization information, you will need to navigate to the ‘Organization settings’ page. To do this:
Open the navigation sidebar.
The choose one of the following options:
Open your ‘Organization name/Logo’ drop-down at the top and click your ‘Organization Name/Address >’ button.
Select ‘Settings’, then navigate to the ‘Organization settings’ tab.
Update your organization logo
Once on the ‘Organization settings’ page, Requester Admins can add or update their organization logo by selecting ‘Click to upload’ or dragging their logo file onto the upload area. Once ready click ‘Save changes’ at the bottom of the screen to confirm.
Note: to ensure your brand is displayed correctly to users of the CDP Portal, upload a 200 x 200px PNG logo from your organization. You may need to reach out to your brand or design team to create this, as it must be this exact size. Your logo will sometimes be displayed in a circle so ensure that your logo is centered and away from corners to avoid any cropping.
Update your organization details and limitations
Requester Admins can also update organization details such as the organization’s name in the local language, website and organization description. Once you have updated any of your organization’s information, click ‘Save changes’ at the bottom of the screen to confirm it.
Note: if you also disclose or are requested to do so, in the ‘Organization Settings’ page you’ll see and be able to edit your primary CDP-ACS Industry, Activity Group and Activity by clicking the 'Review classification' button. Please view our article on CDP-ACS for more information.
Important: regardless of your Requester roles, you cannot directly edit the following fields in the CDP Portal:
Your organization name,
Your Unique ID fields,
And your organization's headquarters address.
If these fields need to be updated, please contact our Customer Support Team on the CDP Help Center. Please use the ‘Contact Support’ button at the end of this article as the correct case category and subcategory will automatically populate, this will ensure your case goes to the correct team.
Note: For Supply Chain members, at the end of the ‘Organization settings’ page a tick box will also be visible where you will be having to confirm that you’ve collected the contact information of the organizations you are requesting with data protection and privacy in mind and that you agree for CDP to invite them to disclose. This is a necessary step to be able to add contact information in your Request list. For more guidance on contact sharing, please see our article on providing your Disclosers with access to the CDP Portal.
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