Open GreenSphere and choose how you want to sign in:

• Google or Microsoft SSO (recommended for corporate email accounts — removes email verification from the critical path).
• Email and password. Password must be at least 8 characters with a number or symbol.

After you authenticate, GreenSphere creates your workspace as the workspace creator. You're automatically assigned the Admin role — every workspace has one Admin at sign-up.

You'll see the screen "Let's set up your GreenSphere — takes about 3 minutes" before being taken into the company setup.

This is the first of three setup screens. Fill in four fields:

• Company name — free text, up to 200 characters (e.g., "Acme Hospitality Group").
• Country — searchable dropdown of all countries; your country is pre-selected from your IP, but you can change it.
• Sector / Industry — a closed list of 15 options. Pick the closest fit. If nothing fits cleanly, choose "General / Other" — it's the catch-all, and the platform handles it gracefully.
• Company size — one of five buckets (1–10, 11–50, 51–200, 201–500, 500+ employees).

The Profile rail on the left of the screen updates live as you fill fields, so you can see your workspace summary forming. Click Continue when all four fields are filled.

The 15 sector options are:

Hospitality & Tourism · Manufacturing · Retail & Consumer Goods · Financial Services · Real Estate & Property · Transport & Logistics · Agriculture, Forestry & Fishing · Construction & Built Environment · Energy & Utilities · Healthcare · Education · Technology & Software · Professional Services · Mining & Extractives · General / Other

GreenSphere then asks "What brought you to GreenSphere?" — a single-select between six cards. Your answer shapes the framework recommendation, the dashboard focus, and your guidance going forward.

The six options:

1. A bank, investor, or rating agency asked for our ESG disclosures.
2. A customer or supply chain partner asked for our carbon footprint or sustainability data.
3. We're responding to a tender or RFP.
4. We're preparing for mandatory sustainability reporting (NSE, IFRS, country regulations).
5. We want a comprehensive sustainability report for broader stakeholders.
6. We're doing this proactively as part of our strategy.

Pick whichever is closest to your situation. The first four typically lead to an IFRS S1/S2 recommendation; the fifth typically leads to GRI; the sixth is treated as flexible. Click Continue.

If none feel exactly right, "Comprehensive sustainability report" is the safest catch-all.

GreenSphere now shows a single Recommendation panel headed "Here's how we've set up GreenSphere for {your company name}." This is the core of onboarding — every recommendation is pre-computed from your country, sector, size, and trigger. Five rows:

Row 1 — Reporting framework. GHG Protocol is always included as the foundation (you can't switch this off). On top of it, GreenSphere recommends one of:

• GRI Standards — for stakeholder-focused reporting (typical when your trigger is "comprehensive report" or "customer / supply chain").
• IFRS S1/S2 — for investor- and regulator-aligned reporting (typical when your trigger is "investor", "tender", or "mandatory regulation").
• Both — when you need maximum coverage.

You can switch between any of these.

Row 2 — Emission factors. A set of 3–5 recommended factor categories for your country and sector (e.g., for a Kenyan hospitality SME: location-based electricity using the Kenya grid factor, fuel combustion, refrigerants, water, waste). Each category is expandable so you can preview the actual factors before accepting.

Row 3 — Indicators (disclosures or material topics). What appears here depends on your framework choice:

• IFRS only — sector-based disclosures preselected from SASB industry guidance for your sector.
• GRI only — universal GRI 2 disclosures included by default. Material topics are not preselected — they need a proper materiality assessment, which the platform will guide you through later.
• Both — both lists shown distinctly.

Row 4 — Units & currency. Default currency for your country (e.g., KES for Kenya, GBP for the UK) and unit system (Metric for non-US, Imperial for US). Per-category overrides available.

Row 5 — Dashboard. A default of 15 cards: 5 key metrics + 10 additional metrics, drawn from a sector-aware indicator pool. For a hospitality SME the key metrics typically include things like total emissions, energy intensity per occupied room, water use, and waste; the additional cards expand into Scope breakdowns and trend views.

Below the panel you'll see a small honesty note: "We natively support GHG Protocol, GRI, and IFRS S1/S2."

You now have three paths forward — pick one:

• Use recommended setup (primary button) — accept everything as proposed and move to team invites.
• Customize before I start (secondary button) — opens a 5-step wizard that walks through each row.
• Start from scratch (small link) — clears every recommendation and walks you through the wizard with empty defaults.

If you want to change just one thing, click the edit pencil next to that row — it opens the wizard at the matching step.

If you clicked Customize before I start or an inline edit pencil, you enter a 5-step wizard:

1. Framework — toggle IFRS S1/S2 and GRI on/off (at least one must be on; GHG Protocol is locked as always-on).
2. Emission factors — add or remove factor categories from the recommended set, or search the full library to add others.
3. Indicators — confirm sector-based disclosures (IFRS) or add specific GRI topic indicators. Note: GRI material topics are not preselected; the platform will prompt you to run a proper materiality assessment from the dashboard.
4. Units & currency — change currency, switch between Metric and Imperial, or override individual units (weight, distance, volume, area).
5. Dashboard — pick a preset (Operations, Finance, Compliance) or drag-to-reorder the 15 cards. Add cards from a search of the indicator library; remove cards you don't want.

At any point in the wizard you can click "← Back to recommended" to return to the Recommendation panel with your edits applied. Save and continue at the end of each step moves you forward.

Customizations are saved to your org configuration only when you complete the wizard or click "Use recommended setup" on the Recommendation panel — nothing is committed until then.

After the recommendation is locked in, you arrive at the "Want to invite others to your workspace?" screen. This step is optional — both Send invites and Skip for now are equally weighted; you can always invite from Settings later.

For each colleague you add, fill in:

• Email address.
• Role — one of four:
  • Admin — full configuration, invite, and edit permissions.
  • User — log data, view dashboards and reports.
  • Data Entry — focused upload landing; logs data into the categories assigned to them.
  • Viewer — read-only access to dashboards and reports.

A default personal message is pre-filled and sent to all invitees. You can edit it or override it per person via the "Customize message for this person" expandable below each row.

Click Send invites to fire the invitation emails. Each invitee receives a tokenized link that takes them through their own onboarding (they inherit your workspace configuration; their dashboard is auto-tailored to their role).

If you'd rather invite later, click Skip for now.

You arrive on your fully configured dashboard. It's empty of data (this is your first session) but visually populated and clearly oriented:

• An org identity block at the top with your sector, country, company size, and "Why we're here."
• A prominent hero CTA: "Ready to add your first data point?" with a Start here button.
• Priority data category cards below — the top 4–5 data categories most relevant to your sector and trigger, each marked "No data yet" with an Add data CTA. These are the data types we recommend you start with.
• The 15 dashboard cards you configured in step 4 or 5: 5 key metrics on top, 10 additional in a grid below. Each card shows the indicator name, unit, and an "Awaiting data" status until data is logged.
• If you chose GRI, a materiality prompt card reminding you to run a proper materiality assessment.
• Smaller secondary prompts: Adjust your setup, Invite team members (if you skipped), Explore guidance.

This is the handoff point. Onboarding is done. The next move is to log your first data point.