DocumentationInstitution
Common tasks
Set up the institution
Complete institution and entity onboarding with the appropriate representation, affiliation, custody, and account information. Submit the required verification through the supported workflow.
Add people and teams
Open the institution administration workspace. Review People and Teams, assign the intended member scope, and confirm the saved affiliation. An invitation or pending membership is not active authority.
Manage accounts and entities
Review Accounts and Entities separately. Confirm the entity that owns the operating record and the account acting on it. Keep sign-in access separate from protocol authority.
Set capabilities and policies
Review the selected entity, member or team, and the current capability scope. Apply the supported policy action with an authorized administrator. A saved display role does not override the enforced scope.
More task guides
Your operating scope
The current account, entity, network, and object-specific role determine the available controls. A workspace label, saved display role, or public record does not grant transaction authority.
Find a page or control
Open Institution pages and controls for application locations, conditional inputs, and source-defined action families.
Before changing authority
Read Roles and permissions. Ownership, pending ownership, operational roles, signers, and payout recipients have distinct scopes.
When a task is blocked
Use Troubleshooting for validation, stale or missing data, pending operations, expired items, and changed permissions.