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- Register Management
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- What is a register?
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Register Management
⏱️ 30 seconds
The Register Management module lets Leo users access and, if they have the appropriate permissions, modify the firm’s registers.
During the Leo onboarding process, each user is assigned to a Group (or Groups) with access to certain registers, which will usually be accessible from each user’s Home Page.
These may include:
- Breaches Register
- Client List Register
- Conflicts of Interest Register
- Gifts and Inducements Register
- Training Register
Users can click on a register for which they have permissions to add a new entry, import or export information, and complete any forms that are required (depending upon the type of register).