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

# Organisation & team

> The organisation-level pages — your projects, organisation settings, inviting your team and managing their roles, and your own account.

> **Info**
>
> **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:

#### Open Team

Go to **Team** in the organisation menu.

#### Invite a colleague

Click the invite button and enter their **email**.

#### Choose their role per project

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

#### 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.

> **Note**
>
> 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](/documentation/agency/portal-guide-team/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**.