People & Access

Every guide that uses People & Access, whatever the work.

• Getting startedChange your password and turn on two-factorChange the password you sign in with, and add a second step at sign-in with an authenticator app, passkey or security key.
• Getting startedCheck your access and ask for moreSee which role you hold and what it lets you do, and ask an administrator for a different one.
• Entities and peopleName the team for an entityRecord who looks after an entity, in your team and among outside advisers, on its Team & Access page.
• Entities and peopleAdd a personAdd a director, officer, shareholder or other individual to the People register, without creating a duplicate of someone already there.
• Entities and peopleUpdate a person's profileKeep a person's name, contact details and personal particulars current, and record when a filed detail actually changed.
• Entities and peopleSee a person's roles and holdingsSee every office a person holds and every shareholding they have across the group, on one page.
• Entities and peopleRecord a person's identity detailsRecord a person's date of birth, identity documents and usual residential address where only people with PII access can see them.
• Entities and peopleMerge duplicate peopleFold a duplicate person record into the one that should remain, moving all its appointments, holdings and documents across.
• Ownership and structureSee where a person sits in the groupSee every company a person holds shares in, the subsidiaries beneath them, and the board seats they hold across the group.
• GovernanceRecord gifts and hospitalityKeep a director's gifts and hospitality register, with what each was worth and what was decided about it.
• GovernanceRecord related parties and transactionsNote a director's family, trusts and companies, and any dealings they have with a group company.
• GovernanceSend a director questionnaireAsk a director to confirm their details and declare their interests themselves, through a secure link.
• GovernanceRecord a director's outside interestsKeep a dated list of the directorships, trusteeships and holdings a person has outside the group, and how you learned of each.
• ComplianceAssign tasks to people and teamsGive a task an owner from the Compliance Calendar, one at a time or several at once, so every deadline has a name against it.
• WorkflowsCollect gifts and hospitality declarations quarterlyA scheduled workflow that asks for the quarter's gifts and hospitality declarations, chases until they arrive, and raises the task to record them.
• Companies HouseRecord a director's personal codeSave the personal code a director received from Companies House identity verification, so filings that name them can be made.
• Companies HouseReport a change to a director's detailsSave a change to a director's details as a change, so IQ Entities raises the filing that tells Companies House.
• DocumentsRestrict who can open a documentMark a document Confidential or Restricted so only the people cleared for it can open it, and correct its name and date.
• DocumentsSet up a data roomPut the documents a buyer, lender or auditor needs in one data room, and invite the people who need to read them.
• DocumentsGive an adviser access to a data roomInvite someone outside your organisation into one data room at the right access level, see what they have opened, and end their access.
• IQ and insightsProduce a person's profileDownload a PDF profile of one or more people, with their appointments and holdings across the group, and their change history.
• IQ and insightsLet your directors find information with IQGive directors and other occasional users a read-only role with IQ, so they can look things up without changing records.
• IntegrationsSet up single sign-on with Microsoft Entra IDLet members sign in with their Microsoft Entra ID work account, and decide whether it is the only way in.
• AdministrationInvite a colleagueSend a colleague an invitation with the role they need, and follow it until they have signed in.
• AdministrationChange what a member can doGive a member another role, take one away, answer their request for more access, or remove them from the organisation.
• AdministrationCreate a role for a teamBuild a role with exactly the permissions a team needs, limited to the entities it looks after.
• AdministrationGive an outside adviser accessShare chosen entities with an auditor or outside counsel at the right level, see everyone outside who has access, and revoke it.
• AdministrationGive directors access automaticallySet a rule so that people reach a company because of a position or holding the register records, and lose it when that ends.
• AdministrationLet Board Intelligence support inPre-authorise Board Intelligence support for a few days, see any session in progress, and end it.
• AdministrationRequire two-factor authenticationMake every member set up an authenticator app or security key, with a grace period for people already signed up.