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.

Need Help? 

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