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Institutions

Invite members and give gate authority

The CISO invites people at the institution’s domain and gives each a role, with the gate authority it carries.

How-to video: [posted at launch]

Invite members and give gate authority
For
Institution administrators
You need
The administrator’s role, the CISO’s in the demo, and each person’s work address at the institution’s domain.
Result
An invitation, and a grant of gate authority written as a record.

Steps

  1. Open Members and roles. The table lists each role, its gate authority, its duty, how it signs in and its status.

  2. Choose Invite a member on Members and roles. Enter an Entra user or a work address at the institution’s domain, and choose the role.

  3. Write the reason and sign with your identity provider. The invitation goes out under your institution’s sign-in and shows as pending until the person signs in.

  4. Invite the CRO, the Data lead, the Validator, the Actuary and the Compliance lead, so every gate has a named approver. Only you so far is the screen a new tenant starts from.

Good to know

  • Gate authority: G1 the Data lead, G2 the Validator, G3 and G4 the CRO, G5 the Actuary.
  • One named approver per gate. The Validator must be a different person from the G3 approver.
  • Only addresses at the institution’s domain can be invited. Anyone else is an adviser or an examiner, with their own key.
  • Only the CISO, as administrator, invites members and assigns roles.

Where in the product

These open the prototype, on fictional institutions. People are shown as roles.

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