This article is for Requesters, it introduces the different Requester roles on the CDP Portal and provides guidance on how to add colleagues as new team members to your organization, edit their details and roles, and how to remove their access.
Contents:
Requesters are users who are from a requesting organization, that request disclosure from other organizations via CDP. If your organization is solely a requesting organization, once you sign in to your Portal, you will automatically be in the Requester Portal. If your organization discloses or is requested to do so, the first dropdown in the navigation panel on the left will also include ‘Discloser’ as an option. Ensure you are in the Requester Portal by selecting ‘Requester’ in this dropdown.
If your organization is a member of multiple programs, you will be able to switch between them using the second dropdown, these include ‘Capital Markets Signatories’, ‘Supply Chain’ and ‘RE100’. If you are a member of a single program, this program will be the only option in that dropdown.
By clicking the ‘Invite team members’ button under your organization name, you will be taken to the ‘Team members’ page. Here, the list of users for your organization and their roles will be visible. There are two types of Requesters roles in the CDP Portal: the ‘Requester Admin’ and the ‘Requester Contributor’ roles.
The Requester Admin role can either be assigned by Requester Account Managers or selected by the users themselves. The first Requester contact added is usually assigned the Requester Admin role. This can be changed in the ‘Invite team members’ page of the Portal.
The Requester Admin can add additional users to the account from the ‘Invite team members’ page in the Portal and assign roles to them, they are also the only Portal users that can assign the Admin role to other users.
Only Requester Admins can initiate the creation of a Request list, submit a Request list, and resubmit a Request list to amend it after initial submission.
Note: There can only be one Requester Admin for each organization. The Admin role resets at the beginning of each cycle.
Requester Contributor
Requester Contributors can view and edit the Request lists, track organizations’ response statuses, create collections and view read only information. While Requester Contributors can edit Request lists, only Requester Admins can submit those edits. Requester Contributors can also add other users to the Portal but cannot change or take on the Admin role if this role has already been assigned to another user.
Whether you are the Requester Admin or a Requester Contributor, you can manage your organization’s team members’ accounts in the Portal. Click ‘Invite team members’ from the Navigation bar on the left to access the ‘Team members’ page.
The ‘Team members’ page shows all the users currently active in your organization’s CDP Portal. To add a new team member, click on the red ‘+ Invite new member’ button.
Here, on the ‘Invite new member’ page, enter the email address of the team member you would like to add and select the role to be assigned to the team member can either be ‘Requester Admin’ or ‘Requester Contributor’. Then click the red ‘+ Add new member’ button at the bottom.
You will be notified on screen when the invitation has been sent to the new user's email address.
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. See our access article for more information. If the selected user has not received the invitation email, please see our article on troubleshooting for tips. You may also wish to remind your colleague to check their junk and spam folders.
There is no limit to the number of Requester Contributors that can be added to your organization.
If this is your first time accessing the CDP Portal, you will see a popup with instructions on how to add your colleagues to the Portal.
To edit an existing user's details, find the user for whom you wish to edit their details on the ‘Team members’ page and click the arrow (>) on the right of the user. This will open the user details window where you will be able to update their first name, last name and roles. Once you are satisfied with the changes, click the ‘Save updates’ button.
Please note that to update the email address, the user will have to contact our support team through My Support. In the meantime, you can add your colleague as a new user under their new email address.
Once you have saved your changes, you will receive a notification confirming that the users’ details have been updated. The user whose details have been updated will also receive an email.
To remove a team member’s access to your organization's CDP Portal, you can deactivate them, regardless of your role. To do this, click on the arrow (>) on the right of the user you would like to deactivate on the ‘Team members’ page. This will open the user details window. Scroll to the bottom and select ‘Deactivate user’.
Note: If you deactivate a user but then wish to add that user back, you will have to contact our support team through My Support. You will need to be signed in to access this.
Choose one of the reasons for deactivation from the list. These include ‘Changed position’, ‘Accidentally created member’, ‘Member left the organization’ and ‘Other’. Once the reason has been selected, the ‘Deactivate user’ option will become available. Click on it to complete the process.
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