If the user already has an iLab account:

1. Open Menu > My Groups;
2. Click on your lab name;
3. Click on the Members tab;
4.  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.

˂ back to top

1. Open Menu > My Groups;
2. Click on lab name;
3. Click on the Members tab;
4. Click on the ‘trash bin’ icon to the right of the user name.

˂ back to top

To manually add a fund number to your lab, follow the instructions provided here. 

1. Click Menu > My Groups;
2. Open your lab page;
3. Click the Membership Requests & Funds tab;
4. Go to "Request additional to additional fund numbers" section;
5. Add the fund number;
6. Click Request.

˂ back to top

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

˂ back to top

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.

1. Open Menu> My Groups;
2. Click on the lab name;
3. Click on the Members tab;
4. Click on the ‘pencil’ icon to the right side of the new financial contact name;
5. Check the ‘Core Financial Contact?’ box;
6. Press Save;
7. Refresh your page and go to the Group Settings tab;
8. Under ‘Communication Settings’, select the user from the ‘Lab Primary Contact’ drop-down list, if not already.

˂ back to top

1. Open Menu> My Groups;
2. Click on the lab name;
3. Click on the Group Settings tab;
4. Click on 'edit' under the General Lab Information section;
5. Update the lab name;
6. Press 'Update Lab Profile'.

˂ back to top

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

You can also set an individual threshold for each one of the lab members:

1. Click on the Members tab;
2. Click on the 'pencil' icon to the right side of the user's name;
3. Add an 'Auto Approved Amount' under the Group Information section;
4. Press Save.

This amount overrides the lab default auto-approval threshold and sets different limits per member, at your discretion.

˂ back to top

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.

1. Log into your iLab account.
2. Navigate to the Lab page.
3. Click to open the lab Members tab,
4. Click on the pencil icon to the right side of the users name.
5. 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.

˂ back to top