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Add people and teams

Before you start

Use the institution or entity context relevant to the task. Confirm the member or administrator scope. Account sign-in, verified affiliation, entity ownership, and protocol permissions remain distinct.

Follow the task

  1. Open People or Teams in institution administration. Select the person or team to manage.

  2. Review membership and the supported invite, affiliation, or team assignment action. Check the intended entity scope.

  3. Save through the authorized action and reopen the record. Pending invitation or membership remains distinct from active access.

Add people and teams: actual product controls.
Add people and teams: product controls ยท Product interface with sample records. Select the image to open it at full size.

Related settings

Use the detailed procedure for the task's field meanings, conditional paths, and operating constraints.

The Institution pages and controls lists the current application locations, registered input controls, and supported action inputs. Read-only values are distinguished from editable forms.

Check the outcome

After a change, use its operation or transaction reference to find the saved record. Reload before relying on new values.

A pending approval or signature shows progress. Check the action-specific result described in the procedure.

Resolve a blocked task

Check the active account, entity, network, authority, required saved dependencies, validation, and data freshness. If an operation is already pending, inspect it before submitting another action.

Use Troubleshooting for missing records, expired items, stale sources, rejected wallet steps, and delayed saved state.

Return to Institution common tasks.