Purpose of this article
This article helps you identify which role-based onboarding guide best matches how you'll use Scaler, regardless of your job title.
Job titles vary widely across organizations—a "Portfolio Manager" at one firm might have responsibilities similar to an "Asset Manager" at another. These guides focus on what you do in Scaler, not what your business card says.
How to use these guides
Step 1: Identify your primary responsibilities
Choose the guide that best matches your main activities in Scaler:
I manage day-to-day building operations and collect utility data → Internal Property Manager or External Property Manager
I handle data uploads, quality checks, and platform configuration → ESG Data Coordinator
I oversee ESG strategy, reporting, and compliance → ESG Team
I make investment decisions and oversee asset performance → Asset Manager or Portfolio Manager
I provide external advisory or analysis → Consultant
I verify data accuracy and reporting for assurance → Auditor
The 8 role-based guides
For data providers (hands-on data work)
Internal Property Manager
- You work directly for the asset owner
- You enter utility bills and meter readings
- You respond to data requests from ESG teams
- You maintain meter configurations
When to choose this: You manage buildings and have direct access to operational data.
External Property Manager
- You work for a third-party property management company
- You submit data for properties you manage under contract
- You respond to client-specific data requests
- You have limited access to specific properties only
When to choose this: You manage properties on behalf of a client and submit data according to their requirements.
ESG Data Coordinator
- You handle day-to-day data operations for your organization
- You upload bulk data and run quality checks
- You configure assets and meters
- You coordinate data collection from property managers
- You prepare data for reporting but don't own final reports
When to choose this: You're the operational workhorse within the ESG function, handling data management and quality assurance.
For data governors and reporters
ESG Team
- You own ESG strategy and reporting compliance
- You orchestrate data collection across stakeholders
- You generate framework-specific reports
- You configure methodologies and emission factors
- You coordinate with auditors and investors
When to choose this: You're responsible for the organization's ESG reporting outcomes and data governance, not day-to-day data entry.
For insights consumers and decision-makers
Asset Manager
- You oversee individual asset performance and business plans
- You use ESG data to identify underperformers
- You support ESG capital expenditure decisions
- You respond to investor due diligence requests
When to choose this: You manage asset-level investment performance and need ESG insights to inform decisions.
Portfolio Manager
- You make strategic decisions across multiple assets
- You allocate ESG capital across the portfolio
- You track portfolio-level sustainability targets
- You translate fund-level commitments into asset-level actions
- You report to investment committees and investors
When to choose this: You're responsible for portfolio-level performance and strategy, not individual asset operations.
For external specialists
Consultant
- You're an external advisor supporting the client's ESG program
- You analyse data quality and performance
- You support framework submissions or strategic planning
- You produce client-facing deliverables
When to choose this: You're contracted to provide ESG advisory services and need analytical access.
Auditor
- You verify data accuracy and reporting compliance
- You review audit trails and supporting documentation
- You trace calculations and methodologies
- You have temporary, read-only access during engagements
When to choose this: You're providing assurance on sustainability data and reporting.
Quick decision tree
Start here: What's your primary activity in Scaler?
I enter utility bills and meter data ↓ Do you work directly for the asset owner?
- Yes → Internal Property Manager
- No → External Property Manager
I upload data, run QA checks, and configure the platform ↓ ESG Data Coordinator
I oversee reporting, compliance, and data governance ↓ ESG Team
I review performance and make investment decisions ↓ Do you manage individual assets or entire portfolios?
- Individual assets → Asset Manager
- Portfolio strategy → Portfolio Manager
I'm an external specialist ↓ What's your role?
- Advisory/analysis → Consultant
- Assurance/verification → Auditor
Still not sure?
Many users have responsibilities that span multiple roles. That's normal. Here's what to do:
- Start with the guide that matches your primary responsibility (where you spend most of your time)
- Review the "Your key workflows" section to confirm it matches what you'll actually do
- Refer to other guides as needed for secondary responsibilities
- Discuss with your ESG team or Account Operations Manager if you're still uncertain
What these guides include
Each role-based guide contains:
- Your role in Scaler - How this role typically uses the platform
- Your key workflows - Task-by-task guidance on what you'll do, when, and where
- Quick reference table - The Scaler locations you'll use most often
- What to focus on during onboarding - Priorities for getting started
- Relevant knowledge base articles - Links to detailed how-to guides
Need help?
- Review Scaler Knowledge Base for detailed how-to guides
- Ask Lumi AI for instant answers to platform questions
- Contact your Scaler Account Operations Manager for personalized support