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As the core administrator, you will receive an email notification whenever a new access request is received. To review and approve/reject an access request:
- Log in to your ilab account.
- Navigate to the core page where you want to manage access requests.
- You can check for pending access requests by accessing the access requests panel, which is located within the "Administration" tab of the core page.
- In the access requests panel, you will find information about the requester, including the name of the user and their contact details.
- Review the access request and set the user's access privileges and training status as needed.
- If necessary, you can add internal notes for reference or send an email notification to the user.
- Click on the "approve", update or "reject. " button, as needed.
If you want to proactively grant access to new users, you can do so from the access requests panel in the “Administration” tab or the “People” tab.
From the “Administration” tab:
- Click to open the “access requests” panel, click on the "+ access to a new customer" button.
- Search for the user.
- Set their access privileges and training status as needed.
- Click on the “approve” or “update” button.
From the “People” tab:
- Click on the "+ access to a new customer" button, located to the right side of the screen.
- Search for the user and click on their name.
- Click on the "grant access" button.
- Set the user's access privileges and training status as needed.
- Click the "approve" or "update" button.
If you need to manage or grant access to an individual user who has previously interacted with your core, click the yellow “key” icon next to their name in the "People" tab.
Note
The "People" tab only lists users who have previously interacted with your core. If you are granting access to a new customer, use the "+ access to a new customer" button.
To set up recurring events in iLab, follow these steps:
-
Enable Recurring Events Module:
- Log in to your iLab account with core administrator privileges.
- Go to the "Administration" tab.
- Under the Scheduling category, find the "Enable recurring events module" setting.
- Set the setting to "Yes" and click "Apply".
- Refresh your page to activate the changes.
-
Configure Recurring Events Settings:
- After enabling the module, a new sub-group called "Recurring events" will appear below the Scheduling category.
- Within the Recurring events sub-group, you can define specific settings for recurring events.
- Set the "Maximum number of events within one recurrence" field to specify the maximum number of recurring events that can be scheduled in a single reservation.
- Decide whether to allow users to create recurring events:
- Set the "Allow users to create recurring events" field to "Yes" if you want all users to have access to schedule recurring events.
- If you want to restrict the ability to create recurring events to specific users:
- Set the "Allow only specially assigned users to create recurring events" field to "Yes".
- Manage the users who can create recurring events on a per-calendar basis. Refer to the Recurring Events section of the Schedule Settings article for detailed instructions.
- After enabling the module, a new sub-group called "Recurring events" will appear below the Scheduling category.
-
Add Recurrent Users (optional):
- If you want to allow only specific users access to the recurring reservation functionality:
- Within the calendar edit section of your core, select the Recurring Events panel.
- Use the search box to find the user by typing their name.
- Select the appropriate user from the search results.

- Click "Add" to grant the user permission to create recurring events.
That's it! You have now set up the recurring events feature in iLab and configured the necessary settings. You can start creating recurring reservations based on your defined schedule.
User/Group Management
If the user already has an iLab account:
- Open Menu > My Groups;
- Click on your lab name;
- Click on the Members tab;
- At the bottom of the page, click on ‘link existing user’ and search for the user.

If the user does not have an iLab account and:
a. your institution has an ID integration with iLab: they should go to the Institution’s iLab login page and click on Register/Sign Up to create an account.
b. your institution does not have ID integration: they should register from one of the links provided here.
- Open Menu > My Groups;
- Click on lab name;
- Click on the Members tab;
- Click on the ‘trash bin’ icon to the right of the user name.

To manually add a fund number to your lab, follow the instructions provided here.
- Click Menu > My Groups;
- Open your lab page;
- Click the Membership Requests & Funds tab;
- Go to "Request additional to additional fund numbers" section;
- Add the fund number;
- Click Request.

- Open Menu > My Groups;
- Click on the lab name;
- Click on the Membership Requests & Funds tab;
- Search for the user and check the boxes for each fund you need to assign to them.

The lab primary contact will receive all e-mail notifications requiring the lab administrators' attention. The PI or additional lab managers can still approve pending requests. This also lists the user as a financial contact for core facilities, so that they can be more easily communicated with.
- Open Menu> My Groups;
- Click on the lab name;
- Click on the Members tab;
- Click on the ‘pencil’ icon to the right side of the new financial contact name;
- Check the ‘Core Financial Contact?’ box;
- Press Save;
- Refresh your page and go to the Group Settings tab;
- Under ‘Communication Settings’, select the user from the ‘Lab Primary Contact’ drop-down list, if not already.


- Open Menu> My Groups;
- Click on the lab name;
- Click on the Group Settings tab;
- Click on 'edit' under the General Lab Information section;
- Update the lab name;
- Press 'Update Lab Profile'.

- Open Menu > My Groups;
- Click on the lab name;
- Click on the Members tab;
- Under Lab-wide approval settings, update the default auto-approval threshold field and Cost overage buffer, if needed;
- Click Save approval settings.

You can also set an individual threshold for each one of the lab members:
- Click on the Members tab;
- Click on the 'pencil' icon to the right side of the user's name;
- Add an 'Auto Approved Amount' under the Group Information section;
- Press Save.
This amount overrides the lab default auto-approval threshold and sets different limits per member, at your discretion.

If you are unable to remove a user from the lab group, by using the red x button in the Members tab, as they are showing to have open, unbilled projects or reservations:
You can still remove them from being associated with the lab group, using an alternate method that will bypass these open projects, which most likely are draft requests never submitted to a Core facility.
- Log into your iLab account.
- Navigate to the Lab page.
- Click to open the lab Members tab,
- Click on the pencil icon to the right side of the users name.
- Enter a past date in the end date field, and the user will no longer be associated with the group as of the date entered.

Service Requests
- Log into your iLab account.
- Navigate to the Core page.
- Click the "Service Requests" tab.
- Search for the service request ID using the filter on the left-side panel.
- Toggle the "blue arrow" icon below the Service Request date to open its details section.
- Toggle the "blue arrow" icon to the right side of the "Overview" section.
- Locate and click the "Edit" link to the right side of the Overview section
- Click the drop-down to the right side of the "Status" field to manually change the service request status.

- Log into your iLab account.
- Navigate to the Core page.
- Click the "Service Requests" tab.
- Search for the service request ID using the filter on the left-side menu.
- Click on the dollar sign icon to the right side of the Service Request.
- Choose a fund/payment number from the drop-down list.
If the user does not have any fund/account number assigned to them:
Reach out to their PI, Lab Manager or Institute Admin, and request a fund assignment to the user before selecting the payment information on the service request.
- Log into your iLab account.
- Navigate to the Core page.
- Click the "Admin" tab.
- Click to open the Pricing panel.
- Search for the user, lab, or institution they belong to, and assign one of the available pricing types as needed.

Scheduling
- Open the schedules tab on your core's site page.
- Locate the calendar you want to manage and click on the pencil icon next to it.
- On the settings page, click on the Permissions tab on the left side
- Here, you can add new users or modify the current list of users.
- To add a new user, look for an option to "Add User" or "Invite User" and provide the necessary information.
- To modify an existing user, find the user in the list and click on an option like "Edit" or a pencil icon to make changes.
- Save your changes to update the user list and permission levels.
More information can be found here - Editing Equipment Permissions
- Open your Core page;
- Go to the Schedule Equipment tab;
- Click More > Add Schedule;
- Detailed instructions about each setting can be found here.

Billing
- Open the Invoice page;
- Click on the 'dollar sign' icon to the right side of the charge name;
- Click on the small ‘x’ icon next to the amount of the charge:

- Open the Invoice page;
- Click on the 'red' icon at the top of the invoice to detach it from the billing file.
The service request containing the charges from the detached invoice will have its status reverted to "Ready to Bill". The charges will be included in a new invoice when you create a new billing file.

Reporting
- Log into your iLab account.
- Navigate to the Core page.
- Click the "Reporting" tab
- Change the report type from the default "Charges" to "Events."
- Click the "Build new" button
- Select the date range, then click on the "Charts and Tables" button.
- Remove the pre-selected chart types and tables by clicking on the red "X" on the right side of each chart type.
- Click on "Add a new chart or table."
- Select the charts/data you want to collect in each field and press "Apply."

The dashboard does not display the report in full detail.
To view all the usage data, you will need to export the report source file by clicking on the "Export" button and choosing the desired file format.

- Open Core page > Reporting tab;
- Click on Custom Forms;
- Select the date range;
- Select the custom form;
- Click on 'Download custom form source data as CSV'.
Core Settings
- Open your Core page > About our Core tab
- Click on the 'pencil' icon;
- Scroll down to the Contacts grid.
- The person listed in the first line of the grid is the Primary Contact shown in the system.
- Update the first line with the new contact information;
- If the older Primary Contact needs to stay on the grid, re-add their information into any of the lower lines.
- Press Save.
- Create an URL to the new image by using an online image host, such as Photobucket;
- Go to your Core page > About our Core tab;
- Click on the 'pencil' icon;
- In the Name and Description field, click on the ‘image’ icon located in the edit box.
- Paste the URL for the new image;
- Click OK.
- Scroll down to the bottom of the page and click Save Service Center
Contact Support if you need assistance to generate the URL for your image.
- Open Core page > About our Core tab;
- Click on the 'pencil' icon to the top left of the screen;
- Change the Core name;
- Press Save Service Center.

