---
module: msp.institutions
title: Institutions
tab: Customer
order: 10
audience: customer
---

The Institutions screen lists every bank or institution allocated to your MSP. Use it to check licensing, keep contact details current, manage the agent tokens your ATMs use to connect, and confirm an institution is ready to go live.

## 🔍 Find an Institution
1. Open the **Filters** sidebar and type in the **Search** box.
2. Match on institution name, domain, or institution key.
3. Click **✕ Clear all** to reset the search.

> The list auto-refreshes every 60 seconds. Toggle **Auto-refresh** off, or click the refresh button, to control updates yourself.

## 📋 What You're Looking At
- **Institution** — the institution name plus its unique institution key.
- **Contact** — the primary contact's name, email, and phone (shows a dash if none set).
- **License Key** — the assigned license and its expiry. Expiry turns amber within 30 days and red once expired; some licenses show **No expiry**. Click **Copy** to copy the key.
- **Granted** — the date this institution was allocated to your MSP.

## ✏️ Edit Contact
1. Click **Edit Contact** on the institution's row.
2. Update the contact **Name** (required), **Email** (required), and **Phone**.
3. Click **Save Changes**.

## 🔑 Manage Agent Tokens
1. Click **Tokens** on the institution's row to see its agent tokens.
2. To add one, enter a token name (for example the ATM's ID) and click **+ Generate**.
3. Copy the new token straight away — it's shown once and can't be retrieved later.
4. Each token shows its name, a short prefix, status (**ACTIVE** or **REVOKED**), and when it was last used.
5. Click **Revoke** to disable a token, or **Delete all revoked** to clear out revoked ones.

> To replace a token's value, revoke the old one and generate a new token.

## ✅ Onboarding Readiness
1. Click **Readiness** on the institution's row.
2. A banner shows whether the institution is **Ready to onboard** or **Not ready**.
3. Checks are grouped into **Customer Profile** (institution key, domain, contact info), **Licensing** (an active, unexpired license), and **Agent Connectivity** (at least one active agent token).
4. Resolve any item marked with a ✗ before onboarding.

> Readiness is a quick pre-flight check — green across all categories means the institution is fully configured and ready to go live.
