User Management
If you’d like a colleague to contribute to the EQ or your World's Most Ethical Companies application, you can invite them to the portal and then add them to the correct assessment.
Detailed instructions with screenshots available as a PDF.
Part 1: Add user to portal
- Log in as an organization administrator
- Click on Manage Organization in the top right corner
- Click on Members
- Click on Add Member
- Enter the First Name, Last Name, and Email Address of the member
- Select if they will have Administrative or Non-Administrative Access
- Select Add. This user is now part of your organization, but still needs to be added to the correct assessment / application.
Part 2: Add user to assessment
- Return to your assessment
- On the left side, select Add Member or Team
- Select the member and then Add
| Member Type | Description |
|---|---|
| Primary Administrator | This is the organization member that initially creates the Organization and has full administrative control over the organization's members and applications. They will be able to transfer ownership of the organization, as well as edit and remove members of the organization at any time. |
| Administrator | These members have similar control over the organization's members and applications as the Primary Administrator. However, they will only be able to edit and remove non-administrative members, or inactive Administrators. |
| Non-Administrative Members | These members will be able to edit applications on behalf of the organization but will not have access to manage the organization's profile and members. They will also not be able to create or submit applications for an organization. |
https://help.smapply.io/hc/en-us/articles/360001910093-Managing-your-Organization-FAQ#h_124f8704-80eb-4db0-9c2e-885984e66a80