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.
- Determine the Program Managers at your company - who will be responsible for liaising with RapidRatings from your organization or coordinating from specific groups?
- 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
- 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)
These are not always "hard and fast" permissions, but they are the default at the start of the relationship. Your Implementation Team will help you design the program parameters that work best for you and your organization
Got your list together? Now it's time to figure out issuing logins