9.1 Institution members

Path: Administration > Institution Members. The institution owner can create a new user or add an existing user and set their language, role, membership status, and report delivery preferences.

Figure 12: Institution member and role management.

1. Select Add Institution Member.

2. Choose Create New User or Add Existing User.

3. Enter name, email address, and language for a new user.

4. Set the role: Institution Owner, Manager, Analyst, or Viewer.

5. Set the membership to Active or Suspended and select report delivery preferences if needed.

6. Save the membership, then set or reset the password when needed.

Removing membership revokes access to this institution but does not delete the account or audit history.