Getting Started
Start here
Welcome to Scaler: How the platform works
An introduction to Scaler’s platform structure. Learn how data is collected, analysed, and reported, and where to go for common tasks.
Platform walkthrough: Key tools and navigation
A guided walkthrough of Scaler’s main navigation. Learn where key tools live and how to move between data collection, analytics, and reporting views.
How Scaler structures data
Learn how Scaler organises data across companies, portfolios, asset groups, assets, building units, and meters, and how this structure supports analytics and reporting.
Using Lumi AI prompts effectively
Learn how to write effective Lumi AI prompts to get accurate, useful, and actionable insights across portfolios, assets, and metrics in Scaler.
Finding help & support
Learn how to get help in Scaler — use Lumi for quick answers, browse the Knowledge Base, or contact support.
Your role in Scaler (role-based onboarding)
Getting started in Scaler: ESG team
An onboarding guide for ESG teams using Scaler to manage data quality, run analytics, and produce regulatory and investor ESG reports.
Getting started in Scaler: Internal property manager
An onboarding guide for internal property managers responsible for collecting and validating sustainability data in Scaler.
Getting started in Scaler: External property manager
An onboarding guide for external property managers invited to submit sustainability data through Scaler.
Getting started in Scaler: Asset manager
An onboarding guide for asset managers using Scaler to analyse ESG performance and support investment decisions.
Getting started in Scaler: Consultant
An onboarding guide for consultants using Scaler to analyse client ESG data and support advisory engagements.
First-time setup (admins & members)
New user onboarding checklist
A practical checklist for new Scaler users. Follow these steps to complete initial setup and prepare your company or portfolio for data collection and reporting.
Account & user settings overview
An overview of user accounts, permission levels, and roles in Scaler. Learn how access is managed and which settings each user can control.
Managing users & permissions (Admins only)
Learn how to invite users, assign permission levels, manage portfolio access, and control who can edit data or generate reports in Scaler.
Portfolio Settings overview
An overview of portfolio-level settings in Scaler. Learn which settings affect calculations, analytics, and reports, and when they should be reviewed or updated.
Asset setup basics (required fields)
Learn how to add and configure assets in Scaler, which fields are required to save an asset and run calculations, and what can be completed later.
Data onboarding overview
Data onboarding: Process overview
An overview of how data is onboarded into Scaler, including the typical sequence, data types involved, and what to prioritise during initial setup.
How data can enter Scaler (four supported methods)
An overview of the four ways data can be added to Scaler. Learn when to use manual entry, spreadsheets, data requests, or automations.
Understanding units and currencies in Scaler
Learn how units and currencies work in Scaler, including asset unit systems, reporting units, user display preferences, and how currency conversion is applied.