Platform

Every guide that uses Platform, whatever the work.

• Getting startedRead the dashboardSee what needs attention across every entity in your organisation, and get back to the companies you were working on.
• Getting startedSearch for anythingFind any entity, person, document, page or setting from wherever you are, in a few keystrokes.
• Getting startedWork on one entity or the whole groupSwitch between the whole portfolio, a single entity and an entity with everything it controls.
• Getting startedKeep up with your notificationsRead what has happened that concerns you, open the record it is about, and clear what you have dealt with.
• Getting startedCustomise the dashboardAdd, resize, move and remove the cards on your organisation's dashboard, for everyone in the organisation at once.
• Getting startedSwitch to another organisationMove between the organisations you belong to, such as your own company and a client's, without signing out.
• Getting startedUpdate your profileKeep your name, phone number, photo and date format right, so colleagues see who did what.
• 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 startedChoose which notifications you getDecide how often email reaches you, and which notifications arrive in IQ Entities, by email, or both.
• IQ and insightsReview the audit trailFind out who changed a record, when, from where, and what it said before.
• IQ and insightsSee who changed an entityOpen the audit trail of one company, or of a parent company and everything it controls.
• IQ and insightsExport the audit trailDownload the audit entries you have filtered as a spreadsheet, for an auditor or your own records.
• IQ and insightsAsk IQ about one entity or the whole groupChoose the scope before you ask, so IQ answers about this company, everything it controls, or the whole organisation.
• IQ and insightsWork on your records from ClaudeUse Claude, or another AI tool that speaks MCP, to look up and change your records as you, with each change visible.
• IntegrationsConnect a service to IQ EntitiesFind an integration in the catalogue, see where it stands, and connect it for your organisation.
• 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.
• IntegrationsSync documents with SharePointConnect your Microsoft 365 tenant and keep each entity's SharePoint folder and its documents in IQ Entities in step.
• IntegrationsForward documents by emailSend board papers, registry receipts and signed copies to your organisation's own address, and find them in the Document Inbox.
• IntegrationsConnect Companies House e-filingSet up filing to Companies House from IQ Entities: the presenter account, the filing codes, and how to tell it is ready.
• IntegrationsConnect the Hong Kong Companies RegistryConnect your organisation's presentor account once, so NR1 and ND2A filings for Hong Kong companies go out from IQ Entities.
• IntegrationsConnect the INPI Guichet uniqueConnect your organisation's INPI e-procédures account once, so formalities for French companies go out from IQ Entities.
• IntegrationsConnect the New Zealand Companies OfficeSign in with RealMe once, so annual returns, director changes and address changes for New Zealand companies go out from IQ Entities.
• IntegrationsConnect Claude to IQ EntitiesLet Claude, or another AI tool that speaks MCP, work with your organisation's records as you, within your own permissions.
• IntegrationsBuild on the IQ Entities APIFind the reference for every endpoint, download the OpenAPI document, and call the REST API with a key.
• IntegrationsCreate an API keyCreate a key for a script or system that reads or writes your organisation's records, limited to what it needs.
• AdministrationCreate a role for a teamBuild a role with exactly the permissions a team needs, limited to the entities it looks after.
• 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.
• AdministrationChoose who hears about whatSwitch on notification email for your organisation and decide, event by event, who is told and whether they can opt out.
• AdministrationCheck that notification email arrivesLimit which addresses notification email may reach, test a send end to end, and find out what happened to a message.