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Account and Workspace

Manage sign-in, account access, profile information, workspace members, notifications, and account settings.

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All account and workspace articles

How to sign in to Institution

How to access your Institution workspace, and what to check if sign-in does not work.

1 min read · Updated 2026-07-28

Troubleshooting sign-in problems

What this means in Institution and how it affects your account.

1 min read · Updated 2026-07-28

Signing in with Google

What this means in Institution and how it affects your account.

1 min read · Updated 2026-07-28

What to do if you cannot access your email

What to do next, and who to contact if you need help.

1 min read · Updated 2026-07-28

How to update your name and profile information

Step by step guidance for updating your name and profile information in your account settings.

1 min read · Updated 2026-07-28

How to update your email address

Step by step guidance for updating your email address in your account settings.

1 min read · Updated 2026-07-28

How to manage notification preferences

Step by step guidance for managing notification preferences in your account settings.

1 min read · Updated 2026-07-28

How to invite a workspace team member

Step by step guidance for inviting a workspace team member in your account settings.

1 min read · Updated 2026-07-28

How to remove a workspace team member

Step by step guidance for removing a workspace team member in your account settings.

1 min read · Updated 2026-07-28

Understanding workspace roles and permissions

What workspace roles and permissions means in Institution and how it affects your account.

1 min read · Updated 2026-07-28

Why a team member cannot access a page

Common reasons this happens, and how to move the item forward.

1 min read · Updated 2026-07-28

How to switch between company workspaces

Step by step guidance for switching between company workspaces in your account settings.

1 min read · Updated 2026-07-28

How to secure your Institution account

Step by step guidance for securing your Institution account in your account settings.

1 min read · Updated 2026-07-28

What to do if you suspect unauthorized access

What to do next, and who to contact if you need help.

1 min read · Updated 2026-07-28

How to sign out of all active sessions

Step by step guidance for signing out of all active sessions in your account settings.

1 min read · Updated 2026-07-28

Supported browsers and devices

What to check first, and how to report it if the problem continues.

1 min read · Updated 2026-07-28

How to report an account access problem

Step by step guidance for reporting an account access problem in your account settings.

1 min read · Updated 2026-07-28

Why your workspace may show limited access

Common reasons this happens, and how to move the item forward.

1 min read · Updated 2026-07-28

How account ownership works

How this works in Institution, and what it means for your account.

1 min read · Updated 2026-07-28

How to request an account ownership change

Step by step guidance for requesting an account ownership change in your account settings.

1 min read · Updated 2026-07-28

Still need help?

Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.