This article is for disclosing companies and outlines the onboarding steps that users need to take before they can start responding to CDP’s corporate questionnaire.
Please refer to our questionnaire setup preview for guidance related to questionnaire setup: revenue, headcount, ACS, DIRO, and environmental issue assignment.
Contents
First, sign in to the CDP Portal. You will need to have registered an account and be added to your organization as a Discloser Contributor.
If you are a new user, you can either ask your colleagues to invite you as a new team member or you can register using the link above. You can also view our article on accessing the CDP Portal for further instructions as well as our article on access troubleshooting if you encounter any issues during this process.
Once signed in, you will see the onboarding steps outlined in the blue onboarding tile at the top of your Discloser Portal homepage.
Note: if your organization is also a Requester, you will need to select ‘Discloser’ in the dropdown at the top of the navigation bar on the left. If your organization is solely disclosing, you will automatically be in the Discloser Portal.
After each step has been completed the circle beside it on the onboarding tile will be replaced by a green check mark, displaying that it has been completed.
To become the Submission Lead, you can either click on the ‘Choose a Submission Lead’ link within the onboarding tile or navigate to the ‘Team members’ page by clicking the ‘Invite team members’ button found in the left navigation panel under your organization name.
If this is the first time you have signed in to your Portal, you will see the following popup below. To become the Submission Lead, click on the red ‘Review permissions’ button. If you wish to remain as a Discloser Contributor, click on ‘Continue as a Contributor’.
After clicking the ‘Review permissions’ button, you will be taken to the ‘Team members’ page.
Once in the ‘Team members’ page, navigate and click on the arrow () on the far right-hand side of your contact. This will open your details window, navigate to the ‘Role and visibility’ section, click the ‘Disclosure role’ dropdown menu and select ‘Disclosure Submission Lead’. To confirm this change in role, click the red ‘Save updates’ button at the bottom of the window, a popup will then appear confirming the update. For further guidance please see our article on managing team members as a Discloser.
Note: only the Submission Lead can complete the questionnaire setup. Therefore, this step needs to be completed before the questionnaire response can be started.
About the Submission Lead role
To become the Submission Lead, you will be asked to accept CDP’s Terms of Disclosure on behalf of your organization.
The Submission Lead role and permissions cannot be assigned to other users; the appropriate user must accept the role and the ‘Terms of Disclosure’.
Any Contributor for your organization can choose to become the Submission Lead at any time. Please note, this step will assign the user permissions for the current disclosure cycle only. Roles will be reset for the next year and a new Submission Lead will need to be selected.
Important: only one user at a time can have the Submission Lead role; if another user accepts this role it will revert the existing Submission Lead to being a Contributor.
Once a user has confirmed themselves as the Submission Lead, they will be able to go on to choose the fee and complete the questionnaire set up. Please note only the Submission Lead will be able to view the admin fee tile found in your Portal homepage. For further information, please view our article on paying the admin fee.
Note: only the Submission Lead can submit the questionnaire set up and the questionnaire response. Any Contributor can complete the questionnaire response but will be unable to submit the questionnaire set up and the completed response.
3: Set up your questionnaire
Once you have completed the ‘Choose a Submission Lead’ step, you can begin to set up your questionnaire. To do this, click the ‘Set up questionnaire’ link on the onboarding tile. You will then be taken to the ‘Set up your CDP questionnaire’ overview page, which provides a summary of the steps and areas involved in the questionnaire setup process.
Important: your questionnaire will be pre-filled with your 2024 responses to certain questions where applicable. This process, previously known as ‘copy forward’ only triggers the first time you submit the questionnaire setup. Any unselected content in your first questionnaire setup submission will not be pre-filled. To ensure all possible content is pre-filled from your last submission, please make sure to select all the questions, intended projects and environmental issues relevant to you before you submit your questionnaire setup for the first time.
To start the setup, click the red ‘Start questionnaire setup’ button at the bottom. You will be presented with a series of questions pertaining to your organization’s size and industry: annual revenue, employee head count, CDP-ACS classification and assessment of environmental issues. More detailed guidance on each question can be found here, in the setup preview.
At the end of the questionnaire setup process, you will need to submit your answers.
Note: Discloser Contributors can go through the questionnaire setup process, but only the Submission Lead is able to submit the setup as well as the final questionnaire response. The previous ‘Choose Lead’ step needs to be completed before you can start completing the questionnaire.
Once you have completed the setup, the onboarding tile in your Portal homepage will change to the questionnaire KPI banner, where you will find the ‘Start questionnaire >’ button, allowing you to start your disclosure.
Receiving additional requests and re-submitting your questionnaire set up
You can edit your responses to the questionnaire setup questions at any point until submission. This may be required to correct mistakes or if you have been requested by an additional Requester following your questionnaire setup submission, for example.
You will be able to see new requests on the left-hand side of your Portal homepage, under your questionnaire progress banner, e.g. ‘You have 7 new requests’, as seen in an example below.
To update your list of Requesters and requests in your questionnaire, click the ‘Edit questionnaire setup’ button below the questionnaire banner on the far-right hand-side and resubmit it.
Answers to questions you have answered will be pre-populated; review your existing answers and resubmit your questionnaire setup. Please note, resubmitting your questionnaire set up will not lead to data loss in your questionnaire response input, but it may affect which questions are presented to you. For further details and steps for re-submission, please see the relevant subsection in our article on managing requests.
4. Begin responding
Once you have completed the questionnaire set up, you can now begin completing your questionnaire. All Contributors and the Submission Lead can respond to all questions, but only the Submission Lead will be able to submit your response. You can begin disclosing by clicking the ‘Start questionnaire ’ button.
You may also find the following articles helpful:
- Understand your requests as a disclosing company
- Questionnaire and scoring guidance for disclosing companies
- Access the CDP Portal as a Discloser
- Navigate CDP’s Portal and questionnaires as a Discloser
- How to manage team members as a Discloser
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