At KEY ESG, we’re always looking for ways to make ESG reporting faster, easier and more collaborative - without compromising data control. Our new Data Viewer role is designed to do exactly that.
This new user permission unlocks read-only access for external stakeholders such as auditors, advisors, and internal reviewers. Now, you can provide exactly the visibility they need, while maintaining full control over your data environment.
Save time with self-serve stakeholder access
Gone are the days of exporting spreadsheets and answering follow-up questions manually. With the Data Viewer role, external users can log into the KEY ESG platform directly to:
- Explore dashboards and reports
- Access carbon insights and policies
- View investment-level ESG data
- Export key outputs in audit-ready formats
This reduces back-and-forth, streamlines review processes and shortens audit timelines.
Keep sensitive data secure by design
Data Viewers only see what they need and nothing more. The role is strictly read-only and cannot:
- Edit or input data
- Access the data collection module
- Manage users or settings
- Collaborate with other users in-platform
This ensures your team retains full control of the reporting process, while still being transparent and responsive to stakeholder needs.
Tailor access to different stakeholder types
You can customise what each Data Viewer can see based on their role:
- Company portal access: Dashboards, reports, carbon insights, and entity details
- Fund manager access: Portfolio-level reporting and dashboards only
- Fund manager self-assessment: A focused view limited to self-assessment data
This flexibility ensures every stakeholder sees exactly the information that’s relevant to them.
Speed up reviews with smart export options
Data Viewers can easily download clean, structured exports - including a new investment detail export that supports SFDR and other regulatory requirements. With less formatting and explanation required, audits and investor reviews move faster.
The Data Viewer role is now live for all KEY ESG customers.
For detailed guidance on setting up the Data Viewer role, refer to the Data Viewer Role Help Article.
At KEY ESG, we’re always looking for ways to make ESG reporting faster, easier and more collaborative - without compromising data control. Our new Data Viewer role is designed to do exactly that.
This new user permission unlocks read-only access for external stakeholders such as auditors, advisors, and internal reviewers. Now, you can provide exactly the visibility they need, while maintaining full control over your data environment.
Save time with self-serve stakeholder access
Gone are the days of exporting spreadsheets and answering follow-up questions manually. With the Data Viewer role, external users can log into the KEY ESG platform directly to:
- Explore dashboards and reports
- Access carbon insights and policies
- View investment-level ESG data
- Export key outputs in audit-ready formats
This reduces back-and-forth, streamlines review processes and shortens audit timelines.
Keep sensitive data secure by design
Data Viewers only see what they need and nothing more. The role is strictly read-only and cannot:
- Edit or input data
- Access the data collection module
- Manage users or settings
- Collaborate with other users in-platform
This ensures your team retains full control of the reporting process, while still being transparent and responsive to stakeholder needs.
Tailor access to different stakeholder types
You can customise what each Data Viewer can see based on their role:
- Company portal access: Dashboards, reports, carbon insights, and entity details
- Fund manager access: Portfolio-level reporting and dashboards only
- Fund manager self-assessment: A focused view limited to self-assessment data
This flexibility ensures every stakeholder sees exactly the information that’s relevant to them.
Speed up reviews with smart export options
Data Viewers can easily download clean, structured exports - including a new investment detail export that supports SFDR and other regulatory requirements. With less formatting and explanation required, audits and investor reviews move faster.
The Data Viewer role is now live for all KEY ESG customers.
For detailed guidance on setting up the Data Viewer role, refer to the Data Viewer Role Help Article.
