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How to Add a New Admin or User


How to Add a New Admin or User

Overview 

There are three types of users in the CSA Portal.

  • Administrator: Able to select the participation window and datapoint designation selection, start and submit the questionnaire. Each Administrator will see the entire questionnaire, all the tabs inside the Portal, and is required to receive certain communications from the CSA Team. Administrators also determine who has access to the company’s account within the CSA Portal, and to what extent.

  • Main Contact: The individual responsible for the overall management of the company’s account and participation. This individual is also the primary point of contact for CSA communications. The Main Contact has the same privileges as an Administrator. 

  • User: Cannot select a participation window or save a datapoint designation selection, start or submit the questionnaire, edit questions marked as ‘Approved’, or manage account and user settings. Users can also be denied access to sensitive Documents, assigned questions, and opt to not receive any communications from the CSA Team.

 

Each company needs to assign one Administrator as the Main Contact. There can only be one Main Contact, but an unrestricted number of Administrators.

When granting access, you can choose either the “Administrator” (“Admin”) or “User” role. 

Anyone designated as an account Admin can manage the company’s account, adding new Administrators / Users and deleting the accounts for individuals that should no longer have access to the Portal. There is no limit to the number of Admins or Users a company can add to its account. Please note that user management is the responsibility of the company. 

For a comprehensive guide to the different privileges of both Admins and Users, please see the Portal Guide.

 

Create a New Admin / User Account 

  • To create a new account please follow the below steps:

  • Log into the Portal

  • Navigate to the “Account” tab and select the “Add Admin and User” button.

  • Under “User Type,” select the individual’s role (Admin or User).

  • Complete all contact data fields.

  • Indicate the appropriate application access and notification preferences.

  • Click “Save.” 

When a new role is created, the designated Admin or User will receive an email notification with an assigned username (their email address) and instructions to set a password.

 

Difference Between Admin and Users

The table below summarizes the tasks Admins and Users can execute. It is organized in sequential order by each stage a company will go through when completing the CSA:

1) Getting Ready
2) Completing the Questionnaire and
3) Reviewing Your Results.
4) Analysis of Results.

 

Preparing for the CSA

Task

Admin

User

By

Default

With Authorization

Confirm company’s participation in the CSA

 

Save a company’s Datapoint Confidentiality Designation

 

Create, edit and delete Admin or User accounts

 

 

Manage other Admins, Users, contact information and company details

 

 

Manage own contact details and notification settings / preferences

 

Manage company subscriptions and services

 

 

Manage anyone’s notification preferences

 

 

 

Your Participation

Task

Admin

User

By

Default

With Authorization

Access “Questionnaire” and “Documents” tabs in the online portal  

 

Pre-fill the entire questionnaire from the most recent assessment data available  

 

 

Pre-fill a question within the assessment from the most recent assessment data available  

 

Upload documentation and supporting evidence  

 

Restrict or allow access to Users to sections within the online portal

 

 

Edit any questions within the questionnaire (“Not Started” or “In Progress” stage) when access has not been restricted

 

Designate and revoke User access to specific CSA questions / criteria. *Please note: Users that have NOT been granted access to a question will still be able to access any document linked to it unless marked “Confidential” in which case only Admins will have access.

 

 

Edit assigned questions within the questionnaire (“Not Started” or “In Progress” stage) when access has been restricted

 

 

Push a question from “In Progress” to “Completed”

 

Push a question from “Completed” back to “In Progress”

 

Push a question from “Completed” to “Approved”

 

 

Push a question from “Approved” to “Completed”

 

 

Submit the questionnaire  

 

 

 

S&P Global’s Assessment

Task

Admin

User

By

Default

With Authorization

Download the completed questionnaire

 

 

Analysis of Results

Task

Admin

User

By

Default

With Authorization

Review the assessed version of the questionnaire

 

Download company benchmarking scorecard (a User can only do this if they have been granted access to the Benchmarking Database)

 

Access “Reports” from the Benchmarking tab

 

 

Need Help? 


If you have any questions about adding a new Admin or User, contact the CSA Helpline at csa@spglobal.com