Getting Started
Onboarding Checklist
Scaler Onboarding Checklist: Let’s get started!
A step-by-step checklist to set up your workspace, add data, and start using Scaler efficiently from day one.
Getting Started With API Integrations in Scaler
A clear, non-technical introduction to how API integrations work in Scaler—what an API is, how the integration process unfolds, and what clients and providers must prepare.
How To
Platform Walkthrough: Key Tools and Settings
A practical walkthrough of Scaler’s core tools, navigation, and essential settings to help you get comfortable using the platform.
Managing Users
A guide to adding, removing, and managing user access within Scaler, including roles, permissions, and best-practice governance.
Technical Documents
Account & User Settings
Learn how to configure your personal and account-level settings in Scaler, from profile details to notification preferences.
Portfolio Settings
A quick guide to configuring portfolio-level settings, including structure, including reporting preferences.
Understanding Units and Currencies in Scaler
An overview of how Scaler handles units, conversions, and currencies to ensure consistent reporting across portfolios and regions.
Data onboarding: Process overview
A high-level overview of Scaler’s data-onboarding process, explaining how to prepare, upload, verify, and manage your data.