Browse guides
Administration
For your organisation's admins: members and roles, sign-in security, requirements, templates, notifications and integrations.
People and access
- Invite a colleagueSend a colleague an invitation with the role they need, and follow it until they have signed in.
- Change what a member can doGive a member another role, take one away, answer their request for more access, or remove them from the organisation.
- Create a role for a teamBuild a role with exactly the permissions a team needs, limited to the entities it looks after.
- Give 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.
- Give 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.
- Let Board Intelligence support inPre-authorise Board Intelligence support for a few days, see any session in progress, and end it.
Sign-in security
Requirements and filing forms
- Write your own requirementWrite a duty the shipped catalogue does not cover, such as a house rule or a contractual obligation, so it raises tasks like any statutory one.
- Assign requirements to a groupBuild a group of companies that keeps its own membership up to date, and attach the requirements and frameworks its members owe.
- Add a framework of your ownRecord a house manual, policy or agreement as a framework, place your own duties under it, and attach it to a group in one step.
- Add your own filing formKeep the forms your organisation uses beside the ones each registry publishes, so everyone downloads the same blank.
- Take entities live after onboardingLoad a book of companies without raising tasks for past events, then take each one live when its records are complete.
- See what fills each box on a formCheck which company detail goes into each box of a filing form, see what it prints for one company, and map your own PDF forms.
- Prepare the values for a website filingAdd a filing made on a website as a web form, list what the site asks for, and copy a company's values across in order.
Data model
- Add a custom fieldCapture a fact your organisation tracks that the standard record has no place for, in the section of the record where people look for it.
- Tailor the lists your forms offerRename, hide or add to the values your forms offer, such as meeting types or officer roles, for your organisation only.
- Decide what complete data meansChoose which checks count toward each entity's data completeness score, jurisdiction by jurisdiction, and add checks of your own.
- Add your own shapes to the modelling canvasSave the boxes and connector lines your team draws on structure models as templates everyone can drag onto the canvas.
Documents and templates
- Add your own document templateUpload your organisation's own Word precedent as a template, so documents generated from the register come out in your house style.
- Name and file documents automaticallySet the naming convention IQ applies to analysed documents, and the folders every new entity is given.
- Set up the minute bookRename, hide or add minute book sections so every company's statutory books follow your organisation's layout.
- Let IQ apply what it readsChoose which kinds of proposal IQ may write to the register without a reviewer, and how confident it has to be.
- Give your team standard insight columnsSave the questions your team asks across the portfolio as column templates anyone can add to an insight.
Notifications
- Choose who hears about whatSwitch on notification email for your organisation and decide, event by event, who is told and whether they can opt out.
- Check that notification email arrivesLimit which addresses notification email may reach, test a send end to end, and find out what happened to a message.