Administrator Guide > Institution Administration |
Institution administration is performed within the Cloud's Institution Administration screen. To navigate to the Institution Administration screen, select the Spotlight icon from the Top Navigation Bar.
Once selected, the Temenos hosted products menu appears. Click the Cloud tile.
Once the Cloud tile is selected, the icon within the Top Navigation Bar changes to the Cloud. Click the Focus icon located in the top right of the Top Navigation Bar.
Upon clicking the Focus icon, a menu opens from the top of the Cloud Landing Page. Within the menu, users are able to select Institution Administration to view and edit how certain information is referenced in Spotlight..
The Institution Administration screen opens within the workspace. The Institution Administration screen allows administrators to view and update how their institution references information within Spotlight and Tools.
The Institution Administration screen contains the following fields/information:
Field | Description | ||
Institution |
A read-only field that displays the name of the institution. | ||
Temenos CRM Code |
A read-only field that displays the institution's CRM code that appears in the database.
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Short Institution Name |
An editable field that allows institutions to determine how they are referenced in views.
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Person Descriptor |
An editable field that allows institutions to determine how their clientele is referenced within Spotlight and Tools, such as member, customer or client.
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Once all fields have been updated appropriately, click Save to retain changes. Click Cancel to abort the changes.