Consultants: a workspace per client

The Consultant plan is for firms that look after several manufacturers. It covers 50 products in all: your own and your clients’ together.

A workspace per client

Each client gets a workspace of its own, because under the CRA each client is the manufacturer of its products. Its workspace holds its own disclosure policy and security.txt, its own security advisories and signing key, its own reporting cases and its own evidence journal. Nothing is mixed between clients.

1. In your workspace, open Clients, enter the client’s name (as it signs its declarations) and click Create the workspace.
2. You become its owner. The owners and admins of your workspace join it as admins.
3. Switch to it from the workspace menu, at the top left, or with Open on the Clients page.

A client workspace is covered by your plan: it has nothing to pay, and it follows your plan if you change it. If your workspace leaves the Consultant plan or is deleted, your clients’ workspaces move to the free plan; they are never deleted with it. You can still order a CRA audit of one of a client’s products from its Plan and billing page.

To give the client’s own team access, invite them from the client workspace’s Settings. To remove a client, delete its workspace from its own Settings.

Your logo on the reports

In Settings, under Your logo on the reports, upload a PNG or JPEG (1 MB at most, at least 32 × 32 pixels). It appears at the top of the technical documentation of your products and of your clients’, with “Prepared by” and your workspace’s name.

The EU declaration of conformity does not carry it: the manufacturer issues it under its sole responsibility, so it carries the manufacturer’s name only.

Importing products in bulk

Products → Import products adds many products at once, from a pasted list or a CSV file. Comma or semicolon separated, as Excel saves CSV. Download the template from that page to start.

• One product per line. The first line may name the columns: name, client, kind, category, role, first placed on the EU market, end of the support period, supplier name in the SBOM. Without such a line, the columns are read in that order.
• From your own workspace, the client column files each product in that client’s workspace. A client that does not exist yet is created, if you are an owner or admin. Leave it empty for your own products.
• Kinds, categories and roles can be written in English or French. Dates are YYYY-MM-DD or DD/MM/YYYY.
• Each line that could not be imported is listed with its line number and the reason: a product already there, an unknown value, or the plan’s limit reached.

Then upload each product’s SBOM or lock files as usual, or let your CI do it with an API key from the client workspace’s Settings.