Account and access
Sign in, reset a password, turn on two-factor authentication, and manage who on your team can see what.
Articles
10 articles in account and access
How to sign in to Institution
Sign in with your work email and password, or with Google, and what to expect afterward.
Updated 2026-10-11
How to reset your password
Request a reset link, choose a new password, and sign back in.
Updated 2026-10-11
Verify your email address
Confirm the address on your account, or ask for a new verification email.
Updated 2026-10-11
Set up two-factor authentication
Add an authenticator app to your account, and what to do if you lose access to it.
Updated 2026-10-11
Invite a team member
Invite a colleague or accounting provider with the role and service access they need.
Updated 2026-10-11
Team roles and permissions
Understand the roles, permission presets and service-access limits before inviting someone.
Updated 2026-10-11
Remove a team member
Revoke workspace access when a colleague or outside provider no longer needs it.
Updated 2026-10-11
Accept a workspace invitation
Open an invitation link, and fix the usual problems with it.
Updated 2026-10-11
Customize your dashboard
Choose what your Home page opens to and how often it refreshes.
Updated 2026-10-11
Update your profile
Change your name, phone number, or profile photo.
Updated 2026-10-11
Still stuck?
Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.