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How to keep a beneficiary registry that protects people

By the EMPOBase team · · 4 min read

Short answer

A beneficiary registry is a record of the people or households your project serves. To keep one that protects people, collect only the data you need, tell people why you collect it, limit who can see it, store it securely, share it only with a clear reason, and delete it when you no longer need it. Data about people in crisis can cause harm if it leaks.

Key points

  • Collect the minimum: if you do not need a field, do not ask for it.
  • Tell people what you collect, why, and who will see it.
  • Give access by role, and keep sensitive fields behind tighter limits.
  • Set a retention period and delete or anonymize data when it ends.

Why does a registry need extra care?

A registry lists real people, often at their most vulnerable. It may show who receives aid, where they live, and sometimes their health, ethnicity or status. In the wrong hands, that information can lead to theft of aid, discrimination, pressure or physical danger.

A registry also does good. It helps you plan, avoid gaps, follow up, and show who you reached. The aim is to get the benefits while keeping the risks low.

What data should you collect?

Start from what you will use. For each field ask: what decision does this help, and can we do without it?

FieldUsually needed?Care level
Unique ID numberYes, to avoid repeatsMedium
NameOftenMedium
Sex and age bandOften, for disaggregationMedium
LocationOften, at a coarse levelMedium to high
Household sizeOftenLow
Disability statusWhen it guides serviceHigh
Ethnicity, religion, political viewsRarely; avoid unless essentialVery high
Phone numberOnly if you will contact peopleHigh

Highly sensitive items need a clear purpose and tighter access, or should not be collected at all. Our article on disaggregating by sex, age and disability helps you decide what breakdowns you really need.

How do you set up the registry step by step?

  1. Define the purpose. Write down why you keep it and what it is not for.
  2. Choose the minimum fields. Remove any you cannot justify.
  3. Explain to people. Say in their language what you collect, why, and who sees it. Record their agreement as your policy and local law require.
  4. Assign unique IDs. An ID lets you work with less personal detail.
  5. Set access by role. Few people need to see names and contact details.
  6. Store it securely. Use protected systems, not loose files on personal devices or messaging apps.
  7. Set retention. Decide how long you keep it, and who deletes it.

Who should see the registry?

Apply the “need to know” rule.

  • Registration staff add and correct records.
  • Program staff see what they need for their activity.
  • MEAL staff see data for monitoring, often without names.
  • Managers see summaries.
  • Partners and donors see aggregated figures unless a clear agreement allows more.

Log who can see what, and review the list when people change roles or leave. Remove access straight away when someone leaves.

How do you handle sharing, errors and requests?

  • Sharing. Have a written agreement that states the purpose, the fields, the protection and the deletion date. Check local law on sharing personal data.
  • Corrections. Let people ask for errors to be fixed, and do it.
  • Removal. Decide how you respond when someone asks to be removed, within the limits of law and your donor rules.
  • Repeats. Check for duplicate records. Unmatched duplicates inflate your totals. See why reach totals may count the same person twice.

When should you delete the data?

Keep data only as long as you need it for the stated purpose and for any legal or donor retention rule. Then delete it or make it anonymous, so no one can tell who it describes. Write the retention period and the deletion step into your policy, and assign an owner. Old data you forgot about is a risk with no benefit.

A short example shows the “minimum data” rule in use. A project gives seeds to farming households. The team first thinks of collecting name, age, sex, ethnicity, religion, phone number, land size and household income. They then ask what each is for.

  • The seed list needs an ID, household size and village.
  • The monitoring plan needs the sex and age band of the household head, for disaggregation.
  • Land size is useful to decide the seed amount, so it stays.
  • Ethnicity, religion and income do not guide any decision, so they go.
  • Phone number is kept only for households that agreed to follow-up calls.

The registry is now smaller, quicker to fill in, and less risky. If it were lost, it would reveal far less about the people in it. Review the field list each year and remove anything that has stopped being useful.

Where EMPOBase fits

EMPOBase has a Beneficiary registry in its Field Reporting module, and access depends on organization and permission checks. Data is hosted on Google Cloud in the Singapore region, uses HTTPS/TLS and Google-managed encryption at rest, and is never resold; see the security page and privacy page for details. EMPOBase totals are counts of records, and nothing deduplicates beneficiaries. The choice of fields, the consent wording and the retention period remain your decisions, under your local law.

Questions people ask

Do we need consent to register people?

Usually you need to explain what you collect and why, and get agreement in a form people understand. Rules differ by country and donor, so check the law and your own policy.

Can we share the registry with partners or donors?

Share only what is needed for a stated purpose, with a written agreement on how it will be used and protected. Often an aggregated or anonymized summary is enough.

What do we do if the registry is lost or leaked?

Act quickly: contain the breach, find out what was exposed, tell the people at risk where required, and record what happened. Have a written response plan before it is needed.