Purpose of this article
Scaler is used by people in different roles — from ESG teams managing portfolios to property managers entering utility data. Each role interacts with different parts of the platform. This sub-table contains a dedicated guide for each role, covering the workflows, tools, and areas of Scaler most relevant to you.
Which guide is right for you?
Choose the guide that best matches your day-to-day responsibilities:
Role | You should read this if you... |
Manage the overall ESG programme, configure portfolios, set targets, and run reports | |
Coordinate data collection across properties, manage data requests, and ensure data quality | |
Work in-house and enter utility data, manage meters, and respond to data requests for your properties | |
Work for a third-party management company and provide data for properties you manage on behalf of an asset owner | |
Oversee asset-level performance, review analytics dashboards, and track sustainability KPIs | |
Review portfolio-wide performance, benchmarks, and reporting across multiple assets | |
Advise clients on ESG strategy and use Scaler to access data, run reports, or support submissions | |
Verify data accuracy, review audit trails, and validate reported figures |
If you are unsure which role applies to you, ask your organisation's Scaler administrator or ESG team lead.
Want a fuller introduction?
The Role-based onboarding guides: Overview in the Onboarding collection provides a detailed comparison of all roles, including access levels, typical tasks, and how roles overlap. Start there if you need help deciding, or if you want to understand how your role fits into the wider team.
Additional resources
- Client onboarding checklist — Step-by-step checklist for getting set up on Scaler
- Scaler guide for property managers — Dedicated onboarding guide for internal and external property managers