How do I change the Institutional Representative(s) for my Institution? (Institutional Representatives Only)

Institutional Representatives can add and remove the Institutional Representative access for their institution's users. This access is added or removed when, for example:

• An institution would like more than one Institutional Representative
• The Institutional Representative role is being changed from one person to another (e.g., the current Institutional Representative is retiring or moving to another institution or position)

For additional information about what an Institutional Representative does and best practices on the number of Institutional Representations an institution should have, see Setting CUSP up at Your Institution and the Role of Institutional Representatives.

To ADD Institutional Representative system access for a user:

If the user is not already in the CUSP site, follow the instructions at How do I create a new user account for my institution? (Institutional Representatives Only to add them to the site

Once the user is added to the site:

1. Click on the Representative link at the top of the site.
   
2. Select Users.
   
3. Click on the Active tile under My Procedures.
   
4. Click on the Details button (pen icon) to the right of the person whom you want to edit. 
   
   
5. Under "System Role", select "Institutional Representative" and click Save
   

To REMOVE Institutional Representative system access from a user:

If a current Institutional Representative no longer needs CUSP site access for this institution, see How do I disable/inactivate and recover/reactivate a user account? (Institutional Representatives Only)

To change current Institutional Representative's access from Institutional Representative access to Community Member (view) access only:

1. Click on the Representative link at the top of the site.
   
2. Select Users.
   
3. Click on the Active tile under My Procedures.
   
4. Click on the Details button (pen icon) to the right of the person whom you want to edit. 
   

   
   

   
   
5. Under "System Role", select "Community User" and click Save
   

Have questions or need help? 

Submit a request to the CUSP Help Desk Team at https://cusp-help.freshdesk.com/support/tickets/new. 

Return to Return to Manage Users for Your Institution