Overview
There are two types of roles that a company can create: “Administrator” (“Admin”) and “User.” When a new role is created, the designated Admin or User will receive an email notification with an assigned username and instructions to set a password.
Anyone designated as an account Admin is responsible for the overall management of the company’s account. There is no limit to the number of Admins or Users a company can add to its account.
There are tasks that Admins and Users have the appropriate permissions to complete based on the system’s default settings. Admins have privileges to complete specific tasks that Users do not and may authorize Users to complete tasks that they do not have the ability to do by default.
Create a New Admin / User Account
- Log into the online portal.
- Navigate to the “Account” tab and click on the “Add Admin and User” button.
- Under “User Type,” select the individual’s role (Admin or User).
- Complete all contact data fields.
- Designate the appropriate application access and notification preferences.
- Click “Save.”
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.
|
Getting Ready |
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|
Task |
Admin |
User |
|
|
By Default |
With Authorization |
||
|
Confirm company’s participation in the CSA |
✓ |
|
|
|
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 |
✓ |
|
|
|
Completing the Questionnaire |
|||
|
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” |
✓ |
|
|
|
Submit the questionnaire |
✓ |
|
|
|
Reviewing Your Results |
|||
|
Task |
Admin |
User |
|
|
By Default |
With Authorization |
||
|
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.
