> For the complete documentation index, see [llms.txt](https://docs.besmarthead.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.besmarthead.com/start-here/i-want-to.md).

# I want to…

Sixty everyday tasks in one list, each linked to the page that shows how. Press Ctrl+F (⌘F) and type a word.

Every task you are likely to do in SmartHead, one line each. Press Ctrl+F (⌘F on a Mac), type a word such as "Excel" or "auditor", and follow the link.

## Get started

* **…sign in for the first time or accept an invitation** → [Sign in, invitations and your account](/your-account-company/sign-in-and-invitations.md)
* **…see what SmartHead looks like in five minutes** → [Start here in 5 minutes](/start-here/in-5-minutes.md)
* **…understand which "Settings" is which** → [Find your way around SmartHead](/start-here/navigate-smarthead.md#the-three-settings)
* **…know what my role lets me do** → [Roles and permissions](/your-account-company/user-management/roles-explained.md)
* **…change the language of the app** → [Account settings and notifications](/your-account-company/your-account.md)
* **…change my password or turn email notifications off** → [Account settings and notifications](/your-account-company/your-account.md)

## Set up my company

* **…fill in the company profile, logo and description** → [Profile settings](/your-account-company/profile-settings.md)
* **…decide whether my profile is visible to the public** → [Profile settings](/your-account-company/profile-settings.md)
* **…set the company email domain so new users' emails complete themselves** → [Profile settings](/your-account-company/profile-settings.md)
* **…choose between ESRS, Revised ESRS, VSME and the EU Taxonomy** → [Choose your framework](/esg-frameworks/overview.md)
* **…create my own breakdown categories (sites, business units)** → [ESG settings](/your-account-company/esg-settings.md)

## Invite people

* **…invite a colleague and give them a role** → [Invite and manage users](/your-account-company/user-management/invite-users.md)
* **…invite twenty people at once from an Excel file** → [Invite and manage users](/your-account-company/user-management/invite-users.md)
* **…change someone's role or remove them** → [Invite and manage users](/your-account-company/user-management/invite-users.md)
* **…give my board read-only access to everything** → [Viewer](/start-here/your-role/viewer.md)

## Fill in data

* **…open a disclosure and understand the page** → [The disclosure page](/working-with-your-data/disclosure-page.md)
* **…enter a number in a different unit** → [Everything you can do on a data point](/working-with-your-data/datapoint.md#fill-in-a-value)
* **…find the Save button** → [Autosave, co-editing and conflicts](/working-with-your-data/autosave-and-coediting.md)
* **…read the standard's requirement without leaving the form** → [Guidance: the standard next to your form](/esg-frameworks/guidance.md)
* **…run the double materiality assessment** → [Double materiality assessment](/esg-frameworks/esrs/double-materiality.md)
* **…see only the disclosures that are material for my company** → [ESRS](/esg-frameworks/esrs.md)
* **…mark a data point as not material** → [Everything you can do on a data point](/working-with-your-data/datapoint.md)
* **…mark a disclosure as finished and lock it** → [Statuses explained](/working-with-your-data/statuses.md)
* **…know what the status dots and counters mean** → [Statuses explained](/working-with-your-data/statuses.md)
* **…fill in the EU Taxonomy KPIs** → [EU Taxonomy](/esg-frameworks/eu-taxonomy.md)

## Split, chart, explain a number

* **…split a value by site, country or gender** → [Breakdowns](/working-with-your-data/breakdowns.md)
* **…add a chart that appears in the report** → [Charts: add a visualization](/working-with-your-data/visualizations.md)
* **…export a chart as an image for a slide** → [Charts: add a visualization](/working-with-your-data/visualizations.md)
* **…explain a number in the report (public note)** → [Notes, attachments and change log](/working-with-your-data/notes-attachments-change-log.md)
* **…attach an invoice or certificate as evidence** → [Notes, attachments and change log](/working-with-your-data/notes-attachments-change-log.md)
* **…see who changed a value and restore an old one** → [Notes, attachments and change log](/working-with-your-data/notes-attachments-change-log.md)

## Collaborate

* **…assign one data point to a colleague** → [Assign, delegate and complete requests](/team-collaboration/assign-requests.md)
* **…assign a whole disclosure in one go** → [Assign, delegate and complete requests](/team-collaboration/assign-requests.md)
* **…understand the + sign, the avatar and the Complete button** → [How data requests work](/team-collaboration/collaboration.md)
* **…complete or delegate a request I received** → [Reporter](/start-here/your-role/reporter.md)
* **…approve or reject what a colleague filled in** → [Approvals: the four-eyes check](/team-collaboration/approvals.md)
* **…share a disclosure with my auditor without inviting them as a reporter** → [Viewing access for auditors and managers](/team-collaboration/viewing-access.md)
* **…see who is late and what is overdue** → [The Requests page](/team-collaboration/requests-page.md)
* **…find all requests across my companies** → [The Requests page](/team-collaboration/requests-page.md)
* **…comment on a data point and know who gets the email** → [Comments and email notifications](/team-collaboration/comments-and-notifications.md)
* **…let several people work on one data point** → [Several users on one data point](/team-collaboration/parallel-work.md)
* **…see why my value is locked or why I can't edit** → [FAQ & troubleshooting](/help/faq.md)

## Calculate emissions

* **…know which GHG calculator to use** → [GHG emissions in SmartHead](/ghg-emissions-co2-calculator/ghg.md)
* **…calculate one row from emission factors and sources** → [Calculate a row: emission factors and sources](/ghg-emissions-co2-calculator/calculator-drawer.md)
* **…find the right emission factor for my country and year** → [Find the right emission factor](/ghg-emissions-co2-calculator/emission-factors.md)
* **…paste my fleet or site list from Excel** → [Fleet and site lists via Excel](/ghg-emissions-co2-calculator/excel.md)
* **…publish my real emissions on Finstat** → [Publish your real footprint on Finstat](/ghg-emissions-co2-calculator/finstat.md)

## Export and import

* **…find the Import button** → [Import from Excel](/export-import-reports/excel-import.md)
* **…get a template to fill in offline or send to a supplier** → [Export to Excel](/export-import-reports/excel-export.md)
* **…export one standard or one data point to Excel** → [Export to Excel](/export-import-reports/excel-export.md)
* **…import a filled-in file and check what will change before saving** → [Import from Excel](/export-import-reports/excel-import.md)
* **…see every way data gets in and out** → [All the ways to get data in and out](/export-import-reports/export-import.md)

## Report and present

* **…export the ESG report as PDF or Word** → [Your ESG report](/export-import-reports/esg-report.md)
* **…get the materiality matrix and DMA report for a presentation** → [Materials for management and board presentations](/export-import-reports/management-presentation.md)
* **…export the EU Taxonomy tables in the official layout** → [EU Taxonomy](/esg-frameworks/eu-taxonomy.md)
* **…show progress to management in five minutes** → [Track progress across the company](/management-overview/track-progress.md)

## Group companies

* **…report for a group of subsidiaries** → [Consolidate a group: how it works](/consolidation-group-of-companies/consolidation.md)
* **…set exchange rates and ownership shares per subsidiary** → [Set up group companies and methods](/consolidation-group-of-companies/set-up-group.md)
* **…consolidate one data point or a whole disclosure** → [Consolidate data points and disclosures](/consolidation-group-of-companies/consolidate-datapoint.md)

## Activities and public profile

* **…publish a sustainability activity on my public profile** → [Create an activity](/activities-public-profile/create-activity.md)
* **…translate my profile and activities into another language** → [Create an activity](/activities-public-profile/create-activity.md)
* **…add commitments and certifications** → [Commitments and certifications](/activities-public-profile/commitments-and-certifications.md)
* **…see what visitors see on my public page** → [Your public profile and newsfeed](/activities-public-profile/public-profile.md)

## Fix a problem

* **…know why I see "You don't have permission to access this content"** → [FAQ & troubleshooting](/help/faq.md)
* **…know why the page says "Not saved"** → [Autosave, co-editing and conflicts](/working-with-your-data/autosave-and-coediting.md)
* **…know why the materiality or taxonomy page takes ten seconds to load** → [FAQ & troubleshooting](/help/faq.md)
* **…look up a term (IRO, Scope 2, phase-in)** → [Glossary](/help/glossary.md)
* **…report a bug or ask for help** → [Get help and give feedback](/help/get-help.md)

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Missing a line? Tell us via [Get help and give feedback](/help/get-help.md) and we add it.
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