User Guide
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Configuration
Institution Account
Details
the details section contains the foundational account information for your institution this is where you’ll find and manage the core settings that define how your school is identified within the system, how communication is handled, and how your account is configured most of the information here—such as your institution name, address, contact emails, and currency settings—was entered when your account was first created you can review and update these fields at any time to make sure everything stays accurate and up to date this section also includes your institution’s customized login address (purl), optional custom domain, and regulatory details if applicable what you’ll see here status indicates whether your institution is currently active institution name the name that will appear throughout the system date registered the date your institution account was created main contact & financial contact the people responsible for general and financial communication email address the primary email used for system communication address your full mailing address, including street, suite, city, province/state, postal/zip code, and country phone & fax numbers contact numbers on file compliance regulation the regulatory framework your institution operates under (currently only available for ontario pccs) website public facing institutional website (if available) purl a short, customized login link for staff and students it must be all lowercase letters (no spaces or numbers), max 15 characters custom domain optional—add your own domain with a cname record if you’d like to use a custom login url currency sets the default currency used in financial areas of the system locale sets the default language and regional formatting (e g english canada) time zone determines how dates and times appear across the platform click update institution at the bottom of the screen to save any changes