Step 1: Determine the users

So, you've signed the contract, and been introduced to the Implementation Team at RapidRatings. They'll help you through building your program over the next 3 months, but the first step is to figure out who is going to be using RapidRatings at your company.

1. Determine the Program Managers at your company - who will be responsible for liaising with RapidRatings from your organization or coordinating from specific groups?
2. Determine the list of those who will have direct access to RapidRatings - these are the people who will need to access the platform on a regular basis
3. Determine the user seat allocation. RapidRatings allows for two different types of user logins: primary and secondary. We recommend that the primary user(s) at an organization are either program managers, or group-level coordinators, who need to be able to send information, manage solicitations and delegate alerts and tasks to a subset of users.

For reference, here are the things primary users can do that secondary users cannot:

• Manage private company solicitation process for the client
• Access RapidRatings Client Services staff (*secondary users should copy the Program Managers on support requests)
• Request and manage logins
• Manage organization-wide portfolios (including the Master Portfolio)
• Request Company Segmentation on a supplier list from RapidRatings
• Set up alerts for others
• Receive daily solicitation alerts for successful, completed solicitations
• Review summary Organization Reports produced weekly detailing the solicitation program

All users have access to:

• Public company ratings and reports
• Private company ratings and reports completed only for the specific client
• Manage individual portfolios, and build associated reports
• Access additional collateral such as Country Reports, Sector Reports and other online resources (like this Help Center)