Requester roles and managing team members

This article is for Requesters and provides information on Requester roles, step-by-step instructions on how to add colleagues as team members, edit their details and roles, and remove their access within the CDP Portal.

Contents

• Requester roles

• Adding new team members

• Editing team member details

  • Update or change email addresses

• Removing team members

Requester roles

Requesters are users from a requesting organization that requests disclosure by other organizations via CDP. Once you sign in to your CDP Portal, if your organization is solely a requesting organization, you will automatically be in the Requester Portal. If your organization discloses or is requested to do so, you may need to click ‘Switch view’ from the drop-down at the top of the navigation sidebar, to navigate to the correct CDP Portal. Further guidance can be found in our Access and navigate the CDP Portal as a Requester article.

By clicking ‘Settings’ in the same navigation sidebar or by clicking the ‘X team members >’ button in the drop-down (as shown in the image below), you will be taken to the ‘Team members’ tab. Here, the list of active and invited users for your organization and their roles will be visible.

There are two types of Requester roles in the CDP Portal: ‘Requester Contributor’ and ‘Requester Admin’. The following table provides a description of the roles and summarizes their key permissions and restrictions:

Adding new team members

To add new users to your CDP Portal:

1. First, you will need to navigate to the ‘Team members’ tab either by clicking ‘Settings’ from the left navigation sidebar in your Portal or by clicking ‘X team members’ from the top drop-down in the same sidebar.

2. Once in the ‘Team members’ tab, click the red ‘+ Add team member’ button.

3. Next, in the ‘Add team member’ window that appears, enter the new user’s email address and select ‘Requester Contributor’ as the role (if you are a Requester Admin you will also be able to see and select ‘Requester Admin’ here).

4. Finally, click the red ‘+ Send invite’ button at the bottom of the window to confirm the addition.

5. You will be notified when the invitation has been sent out to the invited user’s email address and a newly added row will be visible in the ‘Team members’ tab with the user’s details and an ‘Invited’ status.

6. Once the new user receives the invitation email, they must complete the registration form via the link provided before being able to access the CDP Portal. Upon first access, their status in the ‘Team members’ tab will update to ‘Active’ and the selected ‘Contact name’ will also be visible.

Note: if the email is not received, please advise the user to check their junk/spam folders and to the troubleshooting suggestions provided in our Access and navigate the CDP Portal as a Requester article.

You can resend or cancel invitations from their ‘User details’ window after clicking anywhere on the select user row in the ‘Team members’ tab. If a previously sent invitation is cancelled, the recipient will see ‘Invitaion link expired’ when attempting to access the Portal.

Editing team member details

To edit an existing user's details:

1. First, on the ‘Team Members’ page, find the user for whom you wish to edit their details and click anywhere on their row to open their ‘User details’ window.

Note: For managing larger teams, please make use of the ‘Search’ function to quickly find users.

2. In the ‘User details’ window, you can update the user’s first name, last name, or roles as needed.

3. Once you are satisfied, click the red ‘Save updates’ button at the bottom of the window.

4. You will then receive a notification confirming that the users’ details have been updated. The user whose details have been updated will also receive an email.

Update or change email addresses

Please note that email address cannot be changed directly in our system. If you need to update or change an email address, we recommend:

1. You first add yourself or your colleague as a new user with the updated email address, following the instructions provided in theAdd team members section above.

2. Then, removing the account associated with the previous email address. Please refer to the section below for further instructions.

Removing team members

Regardless of your role, to remove a team member’s access to your organization's CDP Portal:

1. On the ‘Team Members’ tab page, click anywhere on the row of the user you would like to remove.

2. In the ‘User details’ window, scroll down to the bottom and select ‘Remove team member’.

3. In the pop-up that appears, choose the reason for removal from the drop-down options.

4. Once the reason has been selected, the 'Yes, remove' option will become available.

5. Click on it to complete the process. If you remove a user but then wish to add that user back, you will have to contact our Customer Support Team throughMy Support and select the category ‘Account/Organization Support’ and subcategory ‘Access to the CDP Portal’ to ensure it goes to the right team.

Important: If you would like to fully deactivate a user from your organization and remove them from CDP communication lists, please raise a case with our Customer Support Team to inform us and select the category ‘Account/Organization Support’ and subcategory ‘Account/Data Removal Request’ to ensure it goes to the right team.

You may also find the following articles helpful:

• Access and navigate the CDP Portal as a Requester

• How to raise a case in the CDP Help Center