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.

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In addition to the email, you can also approve new members directly from your labs page: 

1. Log into your account. 
2. Open the Menu found in the upper left of your screen. 
3. Under the My Groups section, click on the labs name. to open its page. 
4. Then, click the Membership Requests & Funds tab. 

If the request isn't displayed in this section, complete the additional steps outlined below: 

1. In the Members tab, review the list of current users to confirm that other supervisors havent approved them yet. 
2. If not, click the Link Existing User button, found at the bottom of the Members grid,  
3. Fill out the required information and approve them instantly to join the group. 

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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.

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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.

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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.

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1. Click Menu > Invoices;
2. Use the Filter on the left, to narrow your search scope.

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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.

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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'.

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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.

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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.

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1. Log into your iLab account.
2. Click on the Menu icon at the upper right of your screen.
3. Click Core Facilities
4. From the View drop-down list, change it to show "Cores at Other Institutions."

If you cannot find the Core facility you are looking for, or if the list is empty, submit a ticket to iLab Support, as you will need a custom URL to access the external core facility.

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