> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.studyhq.com/documentation/agency/portal-guide-team/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.studyhq.com/_mcp/server.

# Portal Guide (Team)

## Docs

- [Getting started](https://docs.studyhq.com/documentation/agency/portal-guide-team/getting-started.md): Sign in to the StudyHQ Portal, choose your organisation and project, and learn what each role sees — plus the notices that appear before a plan is active.
- [Organisation & team](https://docs.studyhq.com/documentation/agency/portal-guide-team/organisation-team.md): The organisation-level pages — your projects, organisation settings, inviting your team and managing their roles, and your own account.
- [Billing, plans & credits](https://docs.studyhq.com/documentation/agency/portal-guide-team/billing-plans-credits.md): Choose and change plans, top up credits, understand what each activity costs, read your credit history, and download invoices.
- [Project settings](https://docs.studyhq.com/documentation/agency/portal-guide-team/project-settings.md): The three settings panes — General (identity, boards, assessment settings), Workflow (phases, session names & length), and Intake & Profile (the student form grid).
- [Dashboard](https://docs.studyhq.com/documentation/agency/portal-guide-team/dashboard.md): The admin project overview — date-filtered cards, cohort stages, assessment trends, report results, and counselling delivery — plus the counsellor's personal dashboard.
- [Students](https://docs.studyhq.com/documentation/agency/portal-guide-team/students.md): The project roster — add students one by one or import a spreadsheet, send login links, and work each student's profile page.
- [Cases](https://docs.studyhq.com/documentation/agency/portal-guide-team/cases.md): Every student journey in one list — filter, export, and distribute the caseload by assigning counsellors.
- [Sessions & counselling](https://docs.studyhq.com/documentation/agency/portal-guide-team/sessions-counselling.md): The counselling calendar — set availability, book sessions, run them over video, mark outcomes, and (on advanced plans) get AI summaries and transcripts.
- [Career plans & roadmaps](https://docs.studyhq.com/documentation/agency/portal-guide-team/career-plans-roadmaps.md): The counsellor's working surface on the Overview tab — directions, SWOT, action items, locking the career plan, and the roadmap the student receives.
- [Working as a member or counsellor](https://docs.studyhq.com/documentation/agency/portal-guide-team/working-as-a-member-or-counsellor.md): The day-to-day guide for the two everyday team roles — what members and counsellors each see, do, and hand over to admins.