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Manage accounts and entities

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 Accounts and select the relevant account. Review its connection to the institution and current status.

  2. Open Entities separately and check which entity owns the operating record and who may act for it.

  3. Use the appropriate account or entity management action. Verify the saved relationship and current scope after reload.

Manage accounts and entities: actual product controls.
Manage accounts and entities: 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.