Institution Settings

The Settings section of the Admin Portal enables credit unions to manage key administrative details and maintain up-to-date operational contacts. To access Settings, log into your Admin Portal and click "Settings" near the bottom of the left-hand menu. Within this section, you'll find tools to upload your institution's logo, customize your monthly member account statements, manage all portal users and wire contacts, and subscribe to product changelog updates.

Institution Settings
At the top of the page, the Institution Settings panel displays your institution's high-level details - Name, Federal ID, State, and LID Status - for quick reference. These fields are read-only; if changes need to be made to any of these details, please contact your ModernFi CUSO team.

Wire Contacts
Individuals at your institution responsible for handling money movement correspondence can be managed in the Wire Contacts tab of the User Management section, including which contacts receive daily wire transaction emails and monthly statement emails.

User Management
The User Management section gives institution admins a centralized place to manage all Admin Portal and Member Portal users, including inviting new users, managing pending invitations, and resetting passwords. For a full walkthrough, see Managing Users in the Admin Portal.

Subscribe to Product Changelog Updates
Get the latest product updates from ModernFi directly in your inbox by subscribing to our changelog. In this panel, you can enter your email and click Subscribe. You can unsubscribe from product changelog updates by opening any changelog email you've received and clicking the 'Unsubscribe' button at the bottom of the message. This will direct you to an unsubscribe form where you'll need to enter your email address to complete the unsubscription process.