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Settings

With the settings feature, data provider admins can configure the following settings:

  • Team members
  • Theme
  • Admin authentication

Team Members

A screenshot of the team members page

This setting controls who has access to your institution’s Data Provider Portal and what level of access (admin vs. user). Admins have full edit access to all features of the Data Provider Portal, whereas users have read-only access.

Admins can create, edit, and remove existing users. When a new institution user is added, they will receive an automated email inviting them to log in.

Theme

A screenshot of theme page

This is where you can provide your institution’s logo, favicon, and brand colors.

These settings are applied primarily in the end-user authorization widget, but are also applied in the data provider and data recipient portals.

Admin Authentication

Use the dropdown to select your single sign-on provider.