All Requester users can use this guide to learn how to add, remove or update team members and assign permissions.

On this page

Access the Team members page

All of the guides on this page start from the Team members page.

There are two ways to find it:

1. Select Settings in the sidebar
2. You will land on the Team members tab

Or:

1. Select your organization name or logo in the sidebar
2. Select the X team members item from the menu

Invite a team member

If someone new needs access to the CDP Portal, here’s how to add them:

1. Navigate to the Team members page
2. Select Add team member
3. Enter the email address of the team member that you want to invite.
4. Assign a Requester role (and a Discloser role if applicable) that provides the permissions you want to give this person.
5. Select Send invite. They will receive an email invite to register with CDP.

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FAQs

• What do the Requester Admin and Requester Contributor roles mean?

• Can I have multiple Requester Admins?

• Can Requester Contributors submit Request Lists?

• Can I change a user’s email address in the Portal?

• Can I cancel an invite?

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Remove a team member

If someone leaves your team or organization you may want to remove them from the CDP Portal.

1. Navigate to the Team members page
2. Select the team member you want to remove**.**
3. Select Remove team member and a popup window will appear.
4. Select a reason for removing the user and confirm their removal by selecting Yes, remove. The user will receive an email to let them know their access has been removed.

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FAQs

• Does removing a team member delete their data from CDP systems?

• What happens if I remove someone by mistake?

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Update roles and permissions

If a team member’s role changes and they need different permissions, this can be updated by the Requester Admin.

1. Navigate to the Team members page.
2. Select the team member whose role you want to update.
3. Update the Requester role (and Discloser role if applicable) that provides the permissions you want to give this user.
4. Select Save updates to give those new permissions. The user will receive an email informing them that their role has been changed. The user will be signed out automatically and have to sign in again to start using their new role.

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FAQs

• What do the Requester Admin and Requester Contributor roles mean?

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Next phase: Create your Request list

Step 1: Create or copy a Request list

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