This article is for Disclosers and it 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.
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Disclosers are users from a disclosing organization; they have been requested to disclose from other organizations via CDP. Once you sign in to your Portal, you should automatically be in the Discloser Portal. However, if your organization is also a Requester, you may need to select Discloser in the dropdown at the top of the navigation bar on the left to navigate to the Discloser Portal.
By clicking the ‘Invite team members’ button in the left navigation panel, 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.
If this is the first time, you're accessing the new CDP Portal, you will see a popup with instructions on how to add your colleagues to the Portal.
There are two types of Discloser roles in the CDP Portal: ‘Disclosure Submission Lead’ and ‘Discloser Contributor’.
Disclosure Submission Lead
As the Submission Lead, you have the highest level of responsibility over your organization's disclosure. You can carry out the same tasks as a Discloser Contributor and you also have the ability to accept the ‘Terms of disclosure’, view the organization's HQ address, confirm the questionnaire setup, accept or decline requests and agree to submitting your organization’s response.
For Cities, States and Regions only, this role allows a user who is part of a disclosing organization to respond to new requests and opt in to projects.
Only one user can choose to become the Submission Lead for the disclosure cycle. This role can be changed if needed, please see the section below for further instructions.
The option to become the Submission Lead will be available from the week of April 28. When you sign in to your account you will be presented with the option to continue either as the Submission Lead or a Contributor for your organization. This step will assign your user permissions for the current disclosure cycle.
Important: Submission Lead permissions cannot be assigned, you must choose to become the Submission Lead and accept the ‘Terms of disclosure’ at the same time.
Once you have decided to either continue as a Contributor or to become the Submission Lead, you can begin disclosing for your organization after all the onboarding steps have been completed. Please note that at least one user of your organization must have the Submission Lead role to complete the onboarding process. Further information can be found in our article on onboarding steps.
Disclosure Contributor
Contributor is the default role given to Disclosers. There is no limit to the number of Discloser Contributor users that can be added.
The Discloser Contributor role is assigned this role either by a Requester adding a contact to their list, by being added directly by another user within the Portal or via the completion of the Register to disclose form.
As the Discloser Contributor, you can complete general admin tasks for your organization and contribute to your organization's questionnaire response. This role will allow you to access the organization's details, view and edit the organization's website, and logo, view all users of an organization, and edit other user’s roles and details.
Additionally, you can confirm the organization's intention to submit, configure the questionnaire and respond to the questionnaire. You can also take on the role of Submission Lead, add a new user, and remove access for yourself or another.
Please note, only the Submission Lead can submit the questionnaire, and there can only be one Submission Lead role at a time.
Finally, Discloser Contributors can also access several resources, webinars and edit promoter roles. Please note, to update certain organization details such as name, address and unique identifiers, you will need to contact us via My Support.
Add new team members
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 ‘Discloser Contributor’ as the role to be assigned to the team member. Then click the red ‘+ Add new member’ button at the bottom.
You will be notified 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.
Edit team member details
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’s 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 red ‘Save updates’ button at the bottom of the window.
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.
Changing the Disclosure Submission Lead
If the Disclosure Submission Lead role needs change, please first make sure that no users have that role currently assigned. As mentioned previously in this article, this role cannot be assigned, rather the user wanting to become the Lead has to take on this role themselves.
To take on the role of Submission Lead, navigate to the ‘Team members’ page by clicking the ‘Invite team members’ button in the left navigation panel. Once here, navigate and click the arrow () next to your contact to open the details window, find the ‘Role and visibility’ section and click the ‘Disclosure role’ dropdown. Select ‘Disclosure Submission Lead’ and then click ‘Save updates’. You will also have to read and accept CDP’s Term of use and of disclosure before being able to take on this role.
Once completed you will receive a notification in the Portal and an email confirming this update has been successful.
Note: If another user is currently the Submission Lead, the only option that will appear in the ‘Disclosure role’ dropdown will be ‘Discloser Contributor’. If this is the case, any user will have to change the Submission Lead’s role back to ‘Discloser Contributor’ beforehand following the same steps outlined above. Only once this has been completed, will the Submission Lead role be available for other users.
Deactivate team members
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.
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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