Step 3: Invite and manage team members

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

On this page

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

Access the team page (2).gif

Here’s how to find it:

If someone new joins your team, here’s how to add them to the CDP Portal.

Navigate to the Team page
Select Invite new member
Input the team member’s email address that you want to invite.
Assign a Requester role (and a Discloser role if applicable) that provides the permissions you want to give this user.
Select Add new member to send an invite. The user will receive an email invite to register with CDP.

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FAQs

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

Navigate to the Team page
Select the arrow icon (view details) for the user you want to remove**.**
Select Deactivate user and a popup window will appear.
Select a reason for removing the user and confirm their removal by selecting Deactivate user again. The user will receive an email to let them know their access has been removed.

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

Navigate to the Team page.
Select the ****Select the arrow icon (view details) for the user you want to update.
Update the Requester role (and/or Discloser role if applicable) that provides the permissions you want to give this user.
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

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Next phase: Create your Request list

Step 1: Create or copy a Request list

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