Every role, every screen

The ESG Φ platform, one role at a time

Nine kinds of people use this platform and almost none of them see the same thing. This guide takes each one in turn: what the portal is for, what its main screens look like, and the order the work actually happens in.

9
User types
654
Pages
2
Languages
10
Portals
Start here

How to read this

Find your role in the sidebar. You only need that section.

Each section opens with who the portal is for, shows the screens you will spend most of your time in, and ends with the workflow — the order the steps happen in, not just a list of features. Screenshots are taken from the running platform with real data in it, so what you see here is what you get.

Where a screen is shown, the grey bar above it carries the URL path, so you can navigate straight there. Paths are written like /corporate/carbon and go after your platform address.

A note on roles. Your role is set by whoever invited you and decides which portal you land in after signing in. Some people hold more than one — an advisor who also administers their own firm, for instance — and the account menu at the top right switches between them.
Access

Signing in

Everyone starts at the same door and is routed by role.

Sign in at /login. The platform reads your role and sends you to the right portal — there is no portal picker and no separate address to remember.

Trying it without an account

The landing page offers one-click demo accounts for the corporate, advisor, auditor and service-provider portals. They sign you in without a password, carry realistic data, and never expire.

Administrative roles have no demo account, deliberately. The demo route signs a visitor in without a password, so tenant admin and super admin are kept off it. Those portals need a real invitation.

Which portal you land in

RoleLands onDemo available
Corporate/corporate/dashboardYes
Advisor/advisorYes
Auditor/auditorYes
Service provider/service-providerYes
Bank (7 seats)/bankNo
Tenant admin/adminNo
Super admin/superadminNo
Reseller/resellerNo
Corporate

Reporting your own performance

Sustainability managers, HSE teams and finance staff at a company that has to measure and disclose its own ESG performance.

This is the largest portal by some distance, and the one everything else is built around: advisors advise on this data, auditors assure it, and banks lend against it.

/corporate/dashboard
Corporate dashboard showing an ESG score of 98.1, environmental, social and governance pillar scores, total emissions, a twelve-month emissions-by-scope bar chart, and framework readiness for GRI, TCFD and SASB.
The dashboard leads with the composite ESG score and its three pillars, then emissions by scope across the year and how ready each reporting framework is. Framework rows carry their next deadline.

Carbon accounting

Footprints are recorded per period and split across the three scopes. The totals roll up automatically; you enter activity data, not carbon.

/corporate/carbon
Carbon accounting page listing footprint records by reporting year and period, with scope 1, 2 and 3 columns, a total, and draft status badges. Above the table, emissions by scope are broken out as bars.
Scope 3 dominates most inventories, which is why it sits alongside the other two rather than being folded into a single total. Records stay in draft until you submit them.

Reports and disclosure

/corporate/esg-reports
ESG Reports page with counts for total, drafts, in review, approved and published, above a table of reports showing framework, status and creation date.
Each report is tied to a framework — GRI, TCFD, IFRS S1/S2, EU Taxonomy, ISO 14001 — and moves through draft, review, approval and publication. Anything in review is with your auditor.

The workflow

  1. 1Collect. Enter activity data by category, or import a spreadsheet under /corporate/excel. Anomaly detection flags values that look wrong before they reach a report.
  2. 2Calculate. Record the period's footprint. Emission factors are applied for you; you supply fuel, energy, travel and spend.
  3. 3Assess materiality. Run the double materiality assessment and engage stakeholders through surveys. CSRD expects both the impact and the financial side.
  4. 4Draft. Create a report against the framework you disclose under. Data already in the platform populates it.
  5. 5Submit for assurance. Move the report to review. It appears in your auditor's verification queue.
  6. 6Publish. Once approved, publish. Published reports can be shared with banks and rated externally.
Also here: supply chain mapping and supplier assessments, climate scenario analysis, CSRD and EU Taxonomy workspaces, reduction targets, and an AI copilot that answers questions about your own data rather than the internet.
Advisor

Running an advisory practice

Sustainability consultancies managing a portfolio of corporate clients, with visibility of each client's data.

An advisor does not enter data. They read what their clients have entered, raise recommendations against it, and track whether those recommendations were acted on.

/advisor/clients
Advisor client list showing total clients, active engagements, average ESG score and pending reviews, above a client portfolio table with company name, industry, contact, ESG score, last report and advisory status.
The portfolio, filterable by status, industry and performance tier. Each row opens that client's data in read-only form.

Recommendations

Recommendations are the advisor's main output. Each is attached to a client, categorised, prioritised, and tracked from draft through to implementation.

/advisor/recommendations
Recommendations page with counts for total, implemented, pending and average time, above a table listing recommendations by client with category, priority and status.
Priority runs low to critical and status from draft to completed, so the counters at the top show real progress rather than volume.

The workflow

  1. 1Get assigned. An administrator assigns corporate clients to you. They appear in your portfolio immediately.
  2. 2Review. Read the client's reports, carbon inventory and compliance records. Benchmarking compares them against industry peers.
  3. 3Recommend. Raise recommendations with a priority, an expected impact and implementation steps.
  4. 4Consult. Schedule consultations. Notes, action items and the client's rating attach to the record.
  5. 5Track. Move recommendations through review, approval and completion as the client acts on them.
The AI assistant at /advisor/ai-assistant can be pointed at one client so its answers use that client's data. It will summarise a portfolio, explain a framework, or draft a recommendation.
Auditor

Independent assurance

Assurance providers verifying that what a company reports matches its evidence.

The auditor portal is deliberately narrow. An auditor can see and verify; they cannot change a company's data. Every action they take is written to an audit log they can also read.

/auditor
Assurance workbench showing compliance rate, pending verification, verified this week, risk items and company count, with a verification queue listing TCFD and ESRS disclosures awaiting verification and a risk alerts panel.
The workbench opens on the verification queue. Each entry is a disclosure awaiting sign-off, with the company it belongs to and a verify action.

Reports under review

/auditor/reports
Auditor ESG Reports page with total reports, in review, approved and approval rate, plus filters for status, framework, company and date range.
Reports submitted for assurance, filterable by framework and company. Opening one shows its evidence alongside the disclosure.

The workflow

  1. 1Watch. Add the companies you assure to your watchlist so their submissions surface on your dashboard.
  2. 2Work the queue. Take compliance records in order of risk. Very high and high items are flagged in the risk alerts panel.
  3. 3Check evidence. Each record links to its supporting documents. Verify against the evidence, not the summary.
  4. 4Verify or reject. Verification is recorded with your identity and the time, and cannot be edited afterwards.
  5. 5Review the report. With the underlying records verified, approve the report or send it back with findings.
Service provider

Delivering engagements

Consultancies, auditors and certification bodies selling services through the marketplace.

Where an advisor holds a standing relationship, a service provider works engagement by engagement: a scoped piece of work with a budget, a timeline and a deliverable.

/service-provider
Provider practice overview showing total, active and completed engagements and pending requests, with a recent engagements list naming client companies and their status.
The practice overview counts engagements by state and lists the most recent, so a pending request is visible the moment it arrives.

Engagements

/service-provider/engagements
Engagements table listing client, title, service type, status, a progress bar, start date, due date and contract value for assurance, advisory, certification and training work.
Every engagement carries a service type, a progress bar, a due date and a contract value. Bulk assignment applies team members to several at once.

The workflow

  1. 1List. Publish your services to the marketplace with scope and pricing.
  2. 2Receive. Corporates request engagements against a listing. Requests arrive as pending.
  3. 3Accept and scope. Accept the request, agree deliverables and dates, and the engagement becomes active.
  4. 4Deliver. Assign team members, log time against the engagement, and move progress as milestones complete.
  5. 5Invoice. Billing tracks revenue by month and by client, with payouts handled through the marketplace.
Bank

Sustainable finance

Relationship managers, credit risk, compliance, audit and sustainability teams at a lender.

The banking portal is split across seven seats. What you can do depends on which one you hold — a relationship manager sees their own book, while risk and audit see the bank-wide position.

/bank
Bank portfolio overview for Nile Commercial Bank showing nine borrowers, eighteen facilities and three currencies, an exposure-by-currency table with approved limit, outstanding and utilisation for EGP, EUR and USD, and panels for outstanding by business unit and facilities by type.
Exposure is reported per currency and never summed across them — the platform asserts no exchange-rate basis, so EGP, EUR and USD each carry their own limit, outstanding and utilisation.
/bank/facilities
Facilities list showing outstanding totals per currency above a table of credit facilities with facility number, borrower, type, approved limit, outstanding, currency, maturity and status.
Every facility carries its number, borrower, type, limit, outstanding balance and maturity. A relationship manager sees the facilities on their own book; risk and audit see the bank's.

The seven seats

SeatSees
Relationship managerTheir own borrowers and facilities; raises client requests
RM headThe team's book, plus request oversight
RiskBank-wide exposure, ESRM credit cases, climate risk
ComplianceScreening results, rule registry, regulator data room
ApproverApproval gates on cases and submissions
AuditRead-only across the portfolio, plus the audit trail
SustainabilityGreen and climate intelligence, CBAM exposure, campaigns

The workflow

  1. 1Import the portfolio. Load borrowers, groups and facilities, or have an administrator assign borrowers to a relationship manager.
  2. 2Screen. Run borrowers against the rule registry. Screening flags what needs a closer look.
  3. 3Request data. Relationship managers ask borrowers for ESG data through RM requests; campaigns do the same in bulk.
  4. 4Assess. Open ESRM credit cases for material exposures and measure CBAM exposure where trade is affected.
  5. 5Report. Produce CBE submissions and open the regulator data room for supervision.
Tenant admin

Administering one organisation

The person who runs a single tenant — its companies, users, roles and features.

/admin
Tenant admin dashboard with total users, total companies, ESG reports and system health tiles, a platform usage trend chart and ML model status panel. The sidebar covers organisations, reporting and connections.
A tenant-scoped view: the counts are for this organisation only, and each tile links through to the list behind it.

What sits here

  1. 1Companies and users. Add companies to the tenant, invite users, and assign them roles.
  2. 2Roles and permissions. Adjust what each role can reach. Permissions are checked on every request, not just in the menu.
  3. 3Feature toggles. Turn platform features on or off for the tenant at /admin/tenant-settings/features.
  4. 4Oversight. Reports, reviews and engagements across every company in the tenant.
  5. 5Templates. Maintain the report and audit templates your teams work from.
Super admin

Running the platform

The platform operator, across every tenant.

/superadmin
Platform command center showing tenants, users, active companies, monthly revenue and reports this month, with a system health panel listing database, cache, queue, storage and uptime, a newest tenants list and AI usage and cost.
System health reports each subsystem separately rather than as a single green light, so a degraded queue is visible even while everything else is up.

What sits here

  1. 1Tenants and partners. Create tenants, and manage advisors, service providers and resellers across all of them.
  2. 2Monetisation. Subscription plans, billing, payment gateways, coupons and AI credit packages.
  3. 3Platform content. The landing page, frameworks, compliance standards, the KPI library and email templates.
  4. 4AI and localisation. Configure providers and models, manage languages, and edit translations in place.
  5. 5Theme studio. Colours, typography, shape and density for every portal at once, with a restore point on each publish.
Storage used and uptime are worth watching on this dashboard specifically — they are the two that degrade quietly.
Reseller

Referral partners

Partners who introduce customers and earn commission on what those customers spend.

The smallest portal. A reseller sees the customers they referred, what those customers are worth, and when they get paid — and nothing of the customers' own ESG data.

  1. 1Share your link. The tracking link under referrals attributes signups to you.
  2. 2Watch referrals convert. Referred companies appear as they sign up and subscribe.
  3. 3Earn commission. Commission accrues against their subscription spend.
  4. 4Request payout. Payouts are requested from the portal and tracked to settlement.
  5. 5Support your clients. A read-only view of tickets your referred customers have opened.
No screenshot here. The reseller portal has no demo account and no populated tenant on the system this guide was captured from, so rather than stage one, it is described only. Coupons and marketing materials sit alongside the pages above.
Reference

Languages and themes

Both apply to every portal, and both persist per user.

The globe in the top bar switches between English and Arabic. Arabic flips the entire interface to right-to-left — navigation, tables, progress bars and breadcrumb separators all mirror.

/advisor · العربية
The advisor dashboard in Arabic, with the sidebar on the right, right-aligned text, and mirrored layout throughout.
The same advisor dashboard in Arabic. The sidebar moves to the right, and numbers stay left-to-right inside the mirrored layout so figures remain readable.

Next to the globe, the moon and sun toggle light and dark. The choice is remembered per user, and every portal honours it.