Getting Started with KEY ESG
How to log on, navigate, and utilise the KEY ESG platform
By Sophie and 1 other2 authors32 articles
- User creationHow to add new users and assign roles
- Getting Started with your Data Collection for Portfolio CompaniesStarting your ESG data collection, set out in an easy-to-follow checklist for portfolio company users
- Logging in via MFARead this article to learn how to log in to your KEY ESG portal using Multi Factor Authentication (MFA)
- Getting started with targets and action plans at KEY ESG
- Getting started with dashboardsWant to learn how to slice and dice your ESG data to draw key insights? Read on to learn these simple steps in the KEY ESG platform
- Creating effective ESG Action Plans: A Practical ApproachPractical guide: Create effective ESG action plans using KEY ESG. Set targets, develop steps, track progress, and drive results.
- Getting Started with Navigating the Framework LibraryThis article provides an overview on navigating the framework library on the KEY ESG platform and how to add metrics to report and manage.
- Getting Started with GHG Scope 1, 2 and 3This article will give a quick guide on the Greenhouse Gas Protocols Scope 1, 2, and 3 and where to begin looking for this data.
- Getting Started with Bulk Data Uploads
- Getting Started: Basic Platform Navigation for CompaniesThis article provides an overview of the KEY ESG platform for new company users.
- Getting Started: Basic Platform Navigation for Fund ManagersOverview for Fund Managers on how to navigate the platform and where to find key information for your ESG reporting.
- Setting up entities in the KEY ESG platformLearn how to set up entities in the KEY ESG platform to ensure accurate ESG reporting and streamline your data collection process.
- Creating an ESG policy in the KEY ESG platformFollow this guide to creating an ESG policy in the KEY ESG platform, including steps, key considerations, and how to assign ownership.
- Navigating the Carbon Insights Functionality on the KEY ESG Platform
- Getting started with KEY ESG: Platform SetupLearn how to set up your portal with KEY ESG, including inviting users, creating entities and setting up your data request
- Common Login Problems and How to Solve themRead this article to learn about common login problems and the steps you can take to solve them.
- Effective Entity Tagging in the KEY ESG Platform: A Quick GuideGuide to effectively tag entities in KEY ESG for streamlined ESG reporting.
- How to Add and Respond to Comments on a Data Point in the KEY ESG PlatformLearn how to use the KEY ESG platform's commenting feature to enhance collaboration on data points. Quick tips & support included.
- How Fund Managers Can Invite Users to Portfolio CompaniesLearn how fund managers can easily invite users to their portfolio companies on the Key ESG platform with step-by-step instructions.
- How to disable users in the KEY ESG platformLearn how to securely disable users in the Key ESG Platform to manage access when employees leave, change roles, or no longer need access.
- Troubleshooting Single Sign On LoginsUse SSO to log in with Microsoft 365 credentials. If you need admin approval, contact your IT manager.
- Data Viewer RoleDesigned to streamline data sharing for internal reviews, external audits, and compliance workflows while maintaining security and control.
- Getting started with your data collection for Data gatherersThis guide is for data gatherer access specifically and covers how to complete your data collection
- KEY ESG API Service AccountsIntroducing API Service Accounts: Seamless Data Ingestion & Export with KEY ESG We’re excited to announce the release of our new API Service Accounts, a pivotal step in enabling seamless…
- KEY ESG Sandbox environment for fund managersThis dedicated and isolated testing space allows you to preview data requests, experiment with beta features, and input sample data, all without affecting your live portfolio data or reporting.
- Data Review and Sign-Off
- Versioned Custom FrameworksKEY ESG now allows Fund Managers to create and manage custom frameworks across reporting years.
- Portfolio Overview for Fund ManagersThese features are designed to help Fund Managers collaborate more efficiently and manage data collection across large portfolios and reporting periods.
- Progress Overview for CompaniesThese features are designed to make it easier for company users to track data completion, collaborate in-platform, and manage complex data requests across entities, data points and reporting periods.
- Data Gatherers and Data Point SetsLearn how to set up Data Gatherers and create Data Point Sets to assign pre-made sets of data points.
- KEY ESG/Climax IntegrationAutomatically sync your Climax carbon data into KEY ESG. No manual entry required.
- Benchmarking your ESG performance with KEY ESGKEY ESG's benchmarking shows how your ESG and carbon performance compares to peers, and how your reporting has changed over time. Reports are prepared with your CSM, using KEY ESG's…