Access control and sharing responses

From any screen, click the profile menubar item option (top right), then Settings under the organization name, then contributors (left side of page).

Type in the name of the colleague you wish to invite to help with a questionnaire's response, and click the Add Contributor button.

An email will be sent to the new contributor with a link to www.tspproject.org and instructions on how to sign up to TSP.

Note: You will have to follow-up with the colleague to explain what you require of them i.e. help completing the response on the online system.

If preferred, forward an Excel spreadsheet of the questions to colleagues by clicking the Download button on any ASSESS page. Note: Once you have received completed answers in an Excel spreadsheet, these will need to be manually copied into TSP.

From any screen, click the profile menubar item option (top right), then Settings under the organization name, then either profile managers, contributors, or viewers (left sidebar).

• Profile Managers have full access to the organization profile and responses.
• Contributors can help complete a response but cannot add other contributors.
• Viewers can review and download responses for an organization without altering them.

The following steps will show how to add profile managers. Adding and removing other roles follow similar steps.

Type in the name or email of the person you wish to add as a PROFILE MANAGER, and click the Add Profile Manager button.

An email will be sent to the new contributor with a link to www.tspproject.org and instructions on how to sign up to TSP.

Note: You may have to follow-up with the colleague to explain what you require of them - Completing a questionnaire, using the dashboards to invite suppliers, etc.

From any screen, click the profile menubar item option (top right), then Settings under the organization name, then viewers (left side of page).

Type in the name of the colleague you wish to invite to view the dashboards and click the Add Viewer button.

An email will be sent to the new VIEWER with a link to www.tspproject.org and instructions on how to sign up to TSP.

Note: You may have to follow-up with the colleague to explain what you require of them i.e. monitoring completion status of their suppliers, accessing individual scorecards.

When you need to download a report as a spreadsheet, or print it as a PDF, You can do so on the REVIEW step, by clicking the Download or Print button respectively.

• Assuming you want to print a previous year response, click on History in the left sidebar.
• On the History page, click on the response you wish to print.
• Located on the bottom left of the page, click either Download (xlsx) or Print (pdf) if you wish a spreadsheet download or a PDF printout respectively.

When you receive a request from a customer, or a stakeholder outside your organization, to share a report on TSP (this website), you can do so by following these steps:

• Assuming you have recently completed the questionnaire and have no updates to make, click on History in the left sidebar.
• On the History page, click the Share with customers link next to most recent response you wish to share.
• All the requesting customers and external stakeholders will show up under "The following organizations would like to receive a copy ...". Click Accept to share a copy of the response with the requesting organization. The primary contact for that requesting organization will receive an e-mail that you have shared your latest organization's report with them. If the stakeholder organization you wish to share responses with is not listed, you can pro-actively send them a copy under the section Send a copy pro-actively to ...