Set up the institution

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. Select the institution onboarding path and provide the requested representation, affiliation, custody, and account context.

2. Complete required verification using the supported workflow and inspect its current status.

3. Reopen institution settings with the authorized account. Confirm the registered entity and available administration capabilities.

Related settings

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.