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Profile & org admin ​

Profile ​

Route/workspace/profile
Opened fromAccount menu Profil (not the main sidebar)

Purpose. Name, email, and role printed on visas, memos, and the audit log.

What it does. Title Profil. One panel. Initials from the first two words of the name. Editable: Nom, Adresse (email). Read-only: Rôle, Institution. Enregistrer disabled when either editable field is blank. Success: Profil enregistré. Saves currentUserName and team-member name/email through the organization profile — does not change role.

Defaults follow the authenticated session. Do not ship committee packs under a leftover seed persona.

Business value. An audit trail with a shared anonymous login is not an audit trail. The name here is what memo letterheads and exports should attribute.

Use case. Set name/email before exporting a COSUMAF attestation or memo.

Org settings ​

Route/workspace/org-settings
WhoINSTITUTION_ADMIN (and equivalent)

Logo (logoDataUrl), legal name, jurisdiction profile. Sidebar shows org identity, not the analyst name. COSUMAF attestation uses product logo + authenticated arrangeur org.

Org members ​

Route/workspace/org-members
WhoInstitution admin

SMTP invites, role assignment (six-tier matrix), module entitlement overrides, membership audit. BFF: /api/locus/members*.

Access requests (bank view) ​

Route/workspace/access-requests

Visibility into the onboarding queue. Authoritative review / provision lives in locus-ops.

Source of trust for Locus. If this conflicts with code, code + IMPLEMENTATION_TRACKER.md win.