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).