Browse guides
Getting started
Your first steps in IQ Entities: finding your way, searching, and setting up your own account.
Finding your way
- Read the dashboardSee what needs attention across every entity in your organisation, and get back to the companies you were working on.
- Search for anythingFind any entity, person, document, page or setting from wherever you are, in a few keystrokes.
- Work on one entity or the whole groupSwitch between the whole portfolio, a single entity and an entity with everything it controls.
- Keep up with your notificationsRead what has happened that concerns you, open the record it is about, and clear what you have dealt with.
- Customise the dashboardAdd, resize, move and remove the cards on your organisation's dashboard, for everyone in the organisation at once.
- Switch to another organisationMove between the organisations you belong to, such as your own company and a client's, without signing out.
Your account
- Update your profileKeep your name, phone number, photo and date format right, so colleagues see who did what.
- Change 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.
- Choose which notifications you getDecide how often email reaches you, and which notifications arrive in IQ Entities, by email, or both.
- Check your access and ask for moreSee which role you hold and what it lets you do, and ask an administrator for a different one.