This article is for an Disclosers and provides information on Discloser 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.
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Discloser roles
Disclosers are users from a disclosing organization who have been requested to disclose by other organizations via CDP. Once you sign in to your Portal, you will typically access the Discloser Portal automatically. If your organization is also a Requester, you may need to click ‘Switch view’ from the drop-down at the top of the left navigation bar, to navigate to the correct Portal.
By clicking ‘Settings’ in the same left navigation bar or by clicking the ‘X team members >’ button in the drop-down (as shown in the image above), 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 Discloser roles in the CDP Portal: ‘Discloser Contributor’ and ‘Discloser Submission Lead’. The following table provides a description of the roles and summarizes their key permissions and restrictions:
As the first user in your Portal, once you sign in to your account for the first time, a pop-up will appear letting you decide whether to continue as the ‘Submission Lead’ or as a ‘Contributor’ for your organization. If you click ‘Review permissions’, this step will assign your user permissions for the current disclosure cycle, and your role will change to ‘Discloser Submission Lead’.
Once you have decided, you can start completing the onboarding steps and then begin disclosing for your organization. Please note that at least one user of your organization must have the ‘Disclosure Submission Lead’ role to complete the onboarding process. Further information can be found in our article on onboarding steps.
Adding new team members
To add new users to your CDP Portal:
First, you will need to navigate to the ‘Team members’ tab either by clicking ‘Settings’ from the left navigation panel in your Portal or by clicking ‘X team members’ from the top drop-down in the same navigation panel.
Once in the ‘Team members’ tab, click the red ‘+ Add team member’ button.
Next, in the ‘Add team member’ window that appears, enter the new user’s email address and select ‘Discloser Contributor’ as the role.
Finally, click the red ‘+ Send invite’ button at the bottom of the window to confirm the addition.
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. Once the new user receives the invitation email, they must complete the registration form via the link provided before being able to access the 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 see our article on troubleshooting for tips.
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 ‘Invitation link expired’ when attempting to access the Portal. There, you can click the ‘Request a new invitation link’ button. If you don't receive an invitation email after doing so, please contact our Customer Support Team through My Support.
Editing team member details
To edit an existing user's details:
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.
In the ‘User details’ window, you can update the user’s first name, last name, or roles as needed.
Once you are satisfied, click the red ‘Save updates’ button at the bottom of the window. 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.
Important: an email address cannot be changed directly in our system. If you need to update an email address, we recommend adding yourself or your colleague as a new user with the updated email address, then removing the account associated with the previous email address. Please refer to the last note of the ‘Removing team members’ section for further instructions.
Changing the Discloser Submission Lead
As mentioned previously in this article, this role cannot be assigned, rather the user wishing to become the ‘Discloser Submission Lead’ has to take on this role themselves.To change your role to the ‘Discloser Submission Lead’ you will need to:
First, ensure no user currently holds the ‘Submission Lead’ role. This can be checked directly in the ‘Settings – Team members’ tab.
Once no active user has the ‘Submission Lead’ role, click anywhere on the row of your contact on the ‘Team Members’ tab and open your ‘User details’ window.
In ‘Role and Visibility’, select ‘Disclosure Submission Lead’ from the ‘Disclosure role’ drop-down.
Important: If another user is currently the Submission Lead, the only option that will appear in the ‘Disclosure role’ drop-down will be ‘Discloser Contributor’. If this is the case, the user with the Submission Lead role will have to change their role back to ‘Discloser Contributor’ beforehand following the same steps outlined in the section above. Only once this has been completed will the Submission Lead role be available for other users.
Finally, accept the CDP ‘Terms of Disclosure’ and click the red ‘Save updates’ button at the bottom. Please see the information at thebeginning of this article to further understand your responsibilities and role.
Note: the Submission Lead role resets with each disclosure cycle and must be accepted again annually.
Removing team members
Regardless of your role, to remove a team member’s access to your organization's CDP Portal:
On the ‘Team Members’ tab page, click anywhere on the row of the user you would like to remove.
In the ‘User details’ window, scroll down to the bottom and select ‘Remove team member’.
In the pop-up that appears, choose the reason for removal.
Once the reason has been selected, the 'Yes, remove' option will become available. 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.
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.
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