Creating an Account

Creating an Account

Getting started with SDGL-SaaS is quick and easy. Follow these steps to create your account and begin your sustainability journey.

Step 1: Sign Up

Visit the Platform

Open your browser and navigate to: https://sdgl.platform.example.com

Sign Up Form

Click “Create Account” and fill in the following information:

• First Name: Your given name
• Last Name: Your family name
• Email Address: Your work email (important: must be from your organization’s domain)
• Password: Strong password (min 12 characters with uppercase, lowercase, number, symbol)
• Organization Name: Company/NGO/University name
• Organization Type: Choose from:
  • Business (For-Profit)
  • Non-Profit / NGO
  • Academic Institution
  • Government Agency
  • Multi-Sector Network
  • Other

Verify Email

Check your email inbox for verification link from noreply@sdgl.platform

⏱️ Takes 2 minutes

Step 2: Organization Setup

Welcome Email

You’ll receive a welcome email with your organization dashboard link.

Organization Profile

Complete your organization’s profile:

• Organization Legal Name: Official registered name
• Organization Type: Select category (required)
• Staff Size:
  • 1-10
  • 11-50
  • 51-250
  • 251-1000
  • 1000+
• Annual Revenue (Optional, confidential):
  • Used for benchmarking
  • Never shared publicly
• Primary Sector: Choice from 100+ sectors
• Geographic Headquarters: Country + City
• Website URL: Your organization’s website
• Logo: Upload organization logo (PNG/JPG, max 2MB)

Organization Description

Write 2-3 sentences about your organization’s mission and sustainability focus:

“XYZ Corp manufactures sustainable packaging materials for food industry. Founded 2015. 250 employees. Committed to carbon neutrality by 2030.”

⏱️ Takes 5 minutes

Step 3: Set User Roles & Permissions

Invite Team Members (Optional)

Start with just yourself, add team members later, or invite now:

Click “Invite Team Member” to add colleagues:

• Email: Their work email
• Role: Choose from:
  • Admin: Full access, can invite others, change settings
  • Assessment Lead: Create/edit assessments, interpret results
  • Data Entry: Input data, but cannot see reports
  • Viewer: View-only access to reports
  • Finance Manager: Access billing information

User Management

Once invited, team members:

1. Receive invitation email
2. Create their own password
3. Join your organization
4. See their role-based dashboard

💡 Tip: Start with 1-2 people. Expand once platform use is established.

⏱️ Takes 5 minutes

Step 4: Choose Your Subscription Plan

Select Plan

Visit Settings > Billing > Plans

Choose from:

Plan	Users	Assessments	Features	Price
Starter	5	10/year	Basic ESGETC	$500/mo
Professional	20	50/year	+ APIs + Integrations	$2,000/mo
Enterprise	Unlimited	Unlimited	+ Custom + Support	Custom
Network Coordinator	50+	500+/year	For consortiums	Custom

Billing Information

Enter payment details:

• Card holder name
• Card number (encrypted, PCI-DSA compliant)
• Expiration date
• Billing email
• Billing address

Subscription Confirmation

You’ll receive:

• Confirmation email with invoice
• Access to billing dashboard
• Monthly invoice emails

💡 Tip: Free 14-day trial available. No credit card required for trial.

⏱️ Takes 3 minutes

Step 5: Set Up Data Sources (Optional)

Decide on Data Collection

Choose how to get your data:

Option A: Manual Entry

• Self-assessment form (easiest, fastest)
• Start immediately
• ✅ Recommended for first assessment

Option B: System Integration

• Connect ERP/CRM (Salesforce, NetSuite, etc.)
• Automatic data sync
• More accurate over time
• ⏱️ Need IT support (1-2 days setup)

Option C: File Upload

• Upload Excel/CSV files
• Quarterly or monthly imports
• ⏱️ Takes 30 min to first upload

Start Your First Assessment

Choose: “Create Assessment”

• Assessment Type: Single organization (recommended for first time)
• Name: e.g., “2026 Baseline Assessment”
• Duration: 30-45 minutes to complete
• Framework: ESGETC Standard (recommended)

💡 Tip: Start simple. You can customize later.

⏱️ Takes 5 minutes

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Troubleshooting

”Email already exists”

You already have an account. Click “Forgot Password” to reset.

”Verification email not received”

Check spam folder. Click “Resend Verification Email” after 5 minutes.

”Can’t access after signing up”

Ensure you:

1. Verified your email
2. Completed organization setup
3. Selected subscription plan or started trial

Other Issues

Contact: support@sdgl.platform or call +1-555-SDGL-HELP

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What’s Next?

✅ Account created ✅ Organization set up ✅ Ready to assess!

👉 Start Your First Assessment → 👉 Explore the Dashboard → 👉 Learn the ESGETC Framework →