Our Cat Herder Help

Appearance

My Members Can't See Registers ​

If your board or committee members can't see a register in the portal, they most likely haven't been invited to it with a register role.

Why This Happens ​

Our Cat Herder uses an invite-based model for registers. A member can only see a register if they've been added to it with one of three roles:

  • Manager — can modify the register and its entries
  • Contributor — can add entries only
  • Viewer — read-only access

Admins have access to all registers automatically. Everyone else needs to be explicitly invited.

Why Does It Work This Way? ​

Registers often contain sensitive information such as conflicts of interest, contracts, or compliance records. The invite model means you control exactly who sees each register. For example, you might have a contracts register that only certain office holders need to see, or a conflict of interest register that managers need to update but other members only need to view.

Common Scenarios ​

A member can't find a register ​

If a member has logged in and navigated to Registers but can't see a specific register, they haven't been added with a role.

Fix: Open the register, go to its settings, and add the member as a Manager, Contributor, or Viewer.

A member can see a register but can't add entries ​

The member has been added as a Viewer, which is read-only. They need to be a Contributor (to add entries) or a Manager (to add and modify entries).

Fix: Change the member's register role from Viewer to Contributor or Manager.

A member can add entries but can't edit or approve them ​

The member has been added as a Contributor, which only allows adding new entries. They need the Manager role to modify entries, change statuses, or approve.

Fix: Change the member's register role from Contributor to Manager.

A member needs to submit a conflict of interest declaration ​

If you've set up a form on the register, you can share the form link directly with the member. They don't need register access to submit a form — they just need to be a portal member.

Fix: Enable the form on the register (if not already), then share the form link with the member.

Members need to see register entries during a meeting ​

Registers can be linked to meeting types so entries are visible during meetings and minute taking.

Fix: Edit the register settings and link it to the relevant meeting type. A Registers button will then appear on meetings of that type. Note that entries added during minute taking are automatically recorded in both the register and the minutes.

How to Fix It ​

Add a Member to a Register ​

  1. Navigate to Registers from the left-hand menu
  2. Open the register you want to update
  3. Go to the register's settings
  4. Add the member and assign them a role: Manager, Contributor, or Viewer

For a detailed walkthrough, see the Registers video guide.

Quick Checklist ​

  • Check the register's member list — Open the register settings and check who has been added and with what role.
  • Check the role matches the need — Viewers can only read, Contributors can add entries, Managers can do everything.
  • Consider using forms — If members just need to submit information (like a conflict of interest declaration), a form link may be simpler than granting register access.
  • Check meeting integration — If members need to see register entries during meetings, make sure the register is linked to the relevant meeting type.

Last updated:

© 2026 Our Cat Herder