AgencyPortal Guide (Team)

Organisation & team

Flow type: Agency · Product: StudyHQ Portal (team)

The organisation-level menu — Projects · Billing · Team · Settings · My account — belongs to organisation admins. Members and counsellors land directly inside the project; not seeing these pages is normal.

Projects

All your projects in one place. Open any project from here, or create a new one with the create-project button. Each project is one guidance programme — for example one per academic year, branch, or cohort.

Settings

Your organisation’s general details — name and contact information.

The Team page — inviting your team

Bring your colleagues into the portal:

1

Open Team

Go to Team in the organisation menu.

2

Invite a colleague

Click the invite button and enter their email.

3

Choose their role per project

Pick their role in each project — project admin, counsellor, or member.

4

They set their password

They receive an email with a button to set their password, then sign in.

You can also change roles or deactivate someone from the same page.

Roles are per project — the same person can be a counsellor in one project and a member in another. The counsellor role is only available when your plan includes counselling; on an assessment-only plan, colleagues join as members. See Working as a member or counsellor for what each role can do.

My account

Everyone has a My account page in the menu under their name — update your profile details or change your password there. Your email address is fixed: it’s your sign-in identity.

Next: Billing, plans & credits.