Registers

Registers are used to track structured information such as conflicts of interest, contracts, compliance records, and other items your organisation needs to maintain. Click Registers from the left menu to access them.

You will only see registers that you have been invited to. If you cannot see a register you expect to find, contact your Admin to check your access.

Register Roles

Your level of access to a register depends on the role you have been assigned:

Role	What you can do
Viewer	View the register and its entries (read-only)
Contributor	View the register and add new entries
Manager	View, add, edit, and approve entries, and manage register settings

Admins have access to all registers automatically.

Viewing a Register

Click on a register name to open it. You will see a table of entries with columns configured by your Admin. Use the column headers to sort entries, or use the search/filter options to find specific records.

Entries may have a status such as Pending Approval, Approved, or Archived. Archived entries are moved to a separate view.

Adding an Entry

If you have been assigned the Contributor or Manager role, you can add entries to a register.

1. Open the register.
2. Click Add Entry.
3. Fill in the required fields and any optional fields.
4. Save the entry.

Your Admin may have configured required fields — these must be completed before you can save.

Submitting a Form

Some registers have a Form enabled, allowing you to submit entries through a simple form interface. Your Admin will share the form link with you directly.

Forms are commonly used for conflict of interest declarations. You do not need register access to submit a form — you just need to be a portal member with the form link.

Registers in Meetings

If a register has been linked to a meeting type, a Registers button will appear on meetings of that type. You can view register entries directly from within the meeting.

Entries added during minute taking are automatically recorded in both the register and the meeting minutes.

Exporting a Register

Depending on your role, you may be able to export register data:

• View as PDF — generate a PDF of the register
• Export to CSV — download the register data as a spreadsheet

Notes and Reminders

• Notes can be added against a register. Anyone with access to the register can see all notes.
• Reminders can be set with a date, and notifications are sent to the relevant users.

I Can't See a Register

If you navigate to Registers and cannot see a register you expect to find, you have not been invited to it. Contact your Admin and ask them to add you with the appropriate role (Viewer, Contributor, or Manager).

If you can see a register but cannot add entries, you have been assigned the Viewer role. Ask your Admin to change your role to Contributor or Manager.