Institution Settings

With Institution Settings, your staff members can adjust your institution's configuration settings in real time. This category provides an overview of Institution Settings and how to edit settings.

In this category:

• Common Institution Settings
• Search for a Setting
• Edit Institution Settings

To access Institution Settings, from the Admin Platform sidebar, select Configurations > Institution Settings. Only staff with the permission "Can change institution settings" can edit institution settings.

There are four Institution Setting categories, shown on the left sidebar:

• General – These settings apply throughout the Account Opening, Digital Banking, and/or Admin Platform products.
• Digital Banking – These settings only apply to the Digital Banking product for web and mobile.
• Digital Account Opening – These settings only apply to the Account Opening product for the web app. 
• ACH – These settings apply specifically to ACH transactions used throughout our products. 

Within each category are subcategories, such as Core, Integrations, Wires, or Emails.

Common Institution Settings

Each Help Center article about a specific feature will explain which institution setting controls the feature. Get started with these articles about updating our most common institution settings:

• Account Activity Questions – How to update the questions on the Account Activity page of the Account Opening flow
• Digital Banking Disclosures – How to update the disclosures for Digital Banking
• End-User Communications and Updating Email Templates – A list of emails that your Account Opening and Digital Banking users receive and instructions on how to update them 
• Mobile Legal Notices – How to update your institution's legal disclosures on the mobile app's Legal page
• Online Banking Footer – How to update your web app footer with your institution's information, including routing number, Support contact info, Terms and Conditions, and more
• Product-Specific Disclosures –  How to add product-specific disclosures for your Account Opening products
• Promotional Cards – How to highlight key functionality or promotions to your Digital Banking customers
• Support Hub – How to update the contact info, message disclaimers, quick links, and FAQs on the Support page
• Transfer Disclosures – How to update disclosures for ACH and wire transfers