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KEY ESG's onboarding videos
KEY ESG's onboarding videos

Use this article to access key Loom videos to guide users on navigating KEY ESG's platform and its key functionalities.

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Written by Jessica Webb
Updated over a week ago

Introduction

Welcome to our comprehensive onboarding resource, designed to help you familiarise yourself with the key functionalities of the KEY ESG platform. Whether you're a fund manager or part of a standalone company, these video guides will walk you through essential tasks such as navigating metrics, managing data, and setting actionable targets, tailored to your specific role.

For all customers

  1. Understanding E, S, and G Metrics

  2. Navigating the Frameworks Library & Adding Metrics

  3. How to View and Export Reports

  4. How to Sign Off and Lock Your ESG Report

  5. Opting in and out of metrics

  6. Adding and responding to comments in a data point

  7. CSRD Walkthrough in the KEY ESG platform

  8. Adding CSRD-linked targets, actions and policies

  9. How to disable users in the KEY ESG platform

  10. Source of Energy Consumed Auto-Calculate Metric

For fund managers

  1. Basic Platform Navigation for Fund Managers

  2. Adding Users and Multifactor Authentication (MFA)

  3. Adding Portfolio Companies and Financial Details

  4. Bulk Data Upload from Excel Sheets

  5. How to Set Targets and Build Action Plans

  6. Creating custom metrics, adding them to a framework, assigning them to a data gatherer

  7. Inviting new users to portfolio companies

  8. How to disable users in the KEY ESG platform

  9. How to update a primary contact for a portfolio company

For standalone companies

  1. Basic Platform Navigation for Companies

  2. Adding New Sites and Editing Existing Sites

  3. Bulk Data Upload from Excel Sheets

  4. How to Set Targets and Build Action Plans

  5. Assigning Entities to Metrics in Key ESG Platform

  6. How to Set Up Your Data Request in the KEY ESG platform

  7. How to disable users in the KEY ESG platform

  8. How to enter activity data to calculate your carbon emissions

Conclusion

We hope these videos provide a clear understanding of how to utilise KEY ESG’s platform efficiently. Should you need further assistance, don’t hesitate to reach out to our support team via the in-platform chat function or by emailing support@keyesg.com, and we’ll be happy to help you maximise the value of our tools for your ESG reporting needs.

Related Articles
FAQs on submitting to SFDR with KEY ESG
Getting started with targets and action plans at KEY ESG
Using KEY ESG's Reports
How KEY ESG Supports Your CSRD Reporting Needs
How to Set CSRD-Linked Targets, Actions, and Policies in the KEY ESG Platform
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