This article covers the account user types on CDP’s disclosure platform, how these user types are set and how they can be changed.
If you are a new user to CDP’s disclosure platform, please see our article for steps to follow for new user access.
At the start of each disclosure cycle CDP sends an invitation email to previous contacts at organizations requested to respond by stakeholders including investors, banks, and/or customers, and self-selected organizations, with the relevant information and an activation link.
If this is your first year responding to CDP, you will need to follow the steps for new user access to register and confirm your account and then to be linked to your organization.
Once you have created an account and accessed your organization’s dashboard, follow the steps below if you would like to:
- Become the Main User
- Change the Main User
- Add another contact such as a colleague or a consultant as a Contributor to your questionnaire response.
To become the Main User for your organization, you need to accept to be the Main User when activating your questionnaire as an organization, city, state and region.
There can only be one Main User for your organization and this needs to be set every year. If you were the Main User last year, this will reset every new disclosure cycle and you will need to accept the terms of the Main User role again when activating the questionnaire.
Please note, the Main User should generally be an employee of the organization and who will ultimately submit the questionnaire response(s) for the organization. A consultant can be given a contributor role and complete any and all parts of the questionnaire.
If you want to become the Main User, but there is already a Main User, please see the next section below.
If there is already a Main User for your organization and this needs to be changed, the current Main User can change this via the dashboard. The Main User needs to:
1. Sign in to their account
2. Navigate to the Users block on the dashboard
3. Click on Make Main User next to one of the other user names. This will send an email notification to the selected user and will relinquish the previous Main User’s role. The new user may need to be added as a user first by clicking ‘Add user’ in the same section.
If the Main User has left the organization and this needs to be changed, please contact your account manager, regional CDP office or contact us via My Support.
There are three user types, each with different permissions. User types are set for the current year only, therefore the listed contacts will not automatically be those user types the following year(s). There is no limit to the number of users that can be added to your account.
You can check the user types of contacts for your organization, city, state or region by expanding the ‘Users’ block on your response dashboard when you sign in to your account. The user types and their permissions are set out below. Please note, there can only be one Main User per organization per year.
There is no limit to how many Contributor or View only contacts can be added.
|Main User||Contributor||View Only|
|Responsible for organization’s response(s). Only one contact can be the Main User.||Contributors can collaborate with multiple colleagues, who can all directly access the Online Response System.||This type of user role can be used for sharing the response(s) with colleagues for review or sign off purposes.|
|Can access response|
|Can enter, save, edit data|
|Submits questionnaire on behalf of organization:|
|Controls access rights on behalf of the organization to organization’s response(s) via the system, or authorizes CDP to make these changes:|
|Key contact point for CDP relating to the disclosure period and organization’s response(s):|
This type of user role is assigned when a parent company is responding on behalf of a subsidiary company that has also been requested to respond to CDP. Contacts from the subsidiary organization will have this user role and will be listed on the Users block, but will only be able to see the thematic blocks of the parent company. Users with this role do not have access to the ORS and cannot activate or contribute to the company’s response(s). If a subsidiary contact requires access to the ORS they can request the Main User to change their role to contributor via CDP.
Please note that subsidiary contacts will see information in the ‘Scores and Responses’ section relating to their own company, not their parent company.
Subsidiary-parent organizations (corporate users only)
It is CDP’s policy that organizations should submit one consolidated response, covering all subsidiary companies, departments and/or facilities. It is not CDP policy to allow divisions to respond separately to CDP and therefore any requested for subsidiary companies will be mapped to the parent organization.
If you are a contact for a subsidiary organization that has been requested to respond to CDP and your parent organization is also already responding, CDP will add you as a contact for your organization, and your name will appear on your parent organization’s dashboard, but you will not be able to access your parent organization’s dashboard itself. If you would like to contribute to your parent organization’s response, providing your subsidiary organization’s data and input, please contact your parent organization directly to arrange this.
For more information on the different user types, how to become the Main User, add or remove users, please refer to our user guides for companies, cities, states and regions.
You may also find the following articles helpful:
- Access for companies
- Activate your CDP questionnaire as an organization
- New user access
- Update account details
If you have not found an answer you were looking for, please contact our support team through My Support. You will need to be signed in to access this.
If you are a new user, you can register here. Once you are signed in, please return to the Help Center via the link at the top of the page.