To add new companies to your portfolio, you can either have your Sustainability Platform Team import them or you can add them manually.

Manually adding a new company from the Company Overview is great if you want to quickly add a few companies to your list. However, if you have a large number of companies, importing them is more efficient.

Adding Companies Manually

You can add as many companies as you wish by clicking the "New Company" button.

Add a new company manually from the company overview

• When adding a new company, you will be asked to fill in the name of the company, a respondent/contact, and language preferences. There are some optional fields as well, such as reference/ID and watcher.
  
  • Company Name: The name of your company
    
  • Respondent: Any user of Position Green within your company can be added as a respondent. New users can be added to the platform from this view.
    
  • Reference/ID: We recommend adding a custom reference or ID in case the company changes its name in the future.
    
  • Language Preferences: The default navigation language for employees of this company when they login to Position Green. Personal language preferences will, however, override this setting. 
    
  • Watchers: If several people from your organization will follow up on certain companies, it is possible to add those people as watchers. The company would then be added to that person's "Favorite" list.

Fill in the required information and whatever optional information you feel is pertinent.

Fill in the required information about the investment

Adding Companies through an Import File

Your Sustainability Platform Team will set this up for you.

All you need to provide is:

• Company Name
  
• Reference ID
  
• First and Last Name - of your internal PG person
  
• Email - of your internal PG person
  
• Tags - by which you would like to identify the company (optional)
  
• Language (English / Swedish): This will be the same as the default language for your organization unless you specify otherwise (optional)
  
• Subscribers: Email addresses of your Position Green users that will view each company (optional)

Sharing Portfolio Company Data

You can link data reporting directly to your surveys from companies that have a Position Green account. This grants your portfolio companies support from multiple Position Green products and lets you report each piece of data just once.

Setting up Data Sharing

To set up the data-sharing feature, reach out to your Account Manager at Position Green. They will set up a framework agreement to define the scope of your portfolio account.