Institution Settings
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Institution Settings

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Article Summary

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.

Use caution when editing Institution Settings. For questions about a particular setting, please email us at

In this category:

To access Institution Settings, from the Admin Platform, select Institution Settings on the top navigation bar. Only staff with the permission "Can change institution settings" can edit institution settings.

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

  • 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.

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