> 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. # Institution Flow — Overview > How an institution runs StudyHQ's assessment funnel — from inviting students to delivering career reports. > **Info** > > **Flow type:** `Institution` · **Project type:** `Assessment Funnel` > > This guide documents the B2B **Institution** flow. It spans two products: the > **StudyHQ Portal** (where your team works) and **Bixa**, the student app (where > students take the assessment and view their results). The **Institution** flow lets a college or coaching institute run a structured **assessment funnel**: invite students, have them take a career-fit assessment, and convert assessed students into enrolments — with your team guiding each student along the way. Each funnel project runs **one assessment type**: **course recommendation** (Grades 11–12 — which courses fit) or **stream selection** (Grades 8–10 — which stream fits). The whole project — the add-student form, the dashboard, and the enrolment decision — follows that mode. --- ## The two products #### [StudyHQ Portal — Your team](/documentation/institution/portal-guide-team/getting-started) Where your team works: set up the funnel project, add students, send assessment links, track the funnel, and manage each student's case. #### [Bixa — Students](/documentation/institution/student-guide/signing-in) The student app, where students take the timed assessment and view their career report — branded with the institution's own logo. --- ## Key concepts #### Organisation The institution itself — its **Type** is `Institution`. #### Project A funnel run inside the org — its **type** is `Assessment Funnel`. #### Student A person added to the project who takes the assessment. #### Case The working record for one student — what your team manages. #### Assessment The timed test, taken in Bixa — course recommendation (Grades 11–12) or stream selection (Grades 8–10), one per project. #### Career report The result generated once the assessment is complete. #### Plan Your subscription — what it grants (assessment type, enrolment) is what the project can do. #### Credits The currency of your plan — each assessment draws on your balance. #### Enrolment The funnel's conversion outcome — recording decisions is granted by your plan. --- ## Roles #### Organisation Admin `org_admin` — **sees** everything in the organisation. **Can** create and manage projects, edit organisation settings, manage the team, and handle billing. Full access. #### Project Admin `project_admin` — **sees** the whole project. **Can** manage students and cases, and edit project settings. #### Member `member` — **sees** the whole project (read-all). **Can** manage cases in the funnel: add/edit student data and advance stages. #### Partner `partner` — the funnel's **sourcing role**: adds and imports students, is automatically assigned the cases they create, and **sees** only their own students' funnel progress. > **Tip** > > Admins and members see **project-wide** totals; a partner sees only the > students **they added**. This applies consistently across dashboards, lists, > and the project cards on the organisations page. --- ## The funnel stages Each student moves through these stages inside a funnel project: #### Invited The student has been added and (optionally) emailed an assessment link, but hasn't started the test yet. #### Assessing The student has started the assessment. #### Assessed The student completed the assessment and a career report is available. #### Enrolled The student has been marked as enrolled — the funnel's conversion outcome. The project cards on the **organisations** page summarise this as **Leads · Assessed · Enrolled**. --- ## End-to-end at a glance #### Set up the funnel **Portal · team** — create the institution and an **Assessment funnel** project. #### Add a student & send the link **Portal · team** — add the student and turn on **Send assessment link** to email them a secure, personalised link. Their case opens at **Invited**. #### Student takes the assessment **Bixa** — the student opens the link and completes the **timed assessment**. Their stage moves **Invited → Assessing**. #### Career report is generated **Bixa** — on completion the student receives their **career report**, and their stage becomes **Assessed**. #### Your team works the case **Portal · team** — your team reviews the report, adds notes, and guides the student. #### Record the enrolment decision **Portal · team** — when the student enrols, record the decision and the final course (or stream) — the case reaches **Enrolled**, the funnel's conversion outcome. Recording decisions requires the plan's **enrolment** grant. > **Tip** > > Add students whenever you like — the funnel and the project-card stats update > live as each one moves from **Invited** to **Enrolled**. --- ## Browse the guide **For your team — the Portal** #### [Getting started](/documentation/institution/portal-guide-team/getting-started) Sign in, organisations, add an org & project. #### [Settings, team & billing](/documentation/institution/portal-guide-team/organisation-settings-team-billing) Branding, roles & invites, plans & credits. #### [Project settings](/documentation/institution/portal-guide-team/project-settings) Time limit, student form, workflow, courses. #### [Dashboard](/documentation/institution/portal-guide-team/dashboard) Funnel metrics and trends. #### [Students](/documentation/institution/portal-guide-team/students) Add students, send links, record enrolment. #### [Cases](/documentation/institution/portal-guide-team/cases) Track every student to enrolment. **For students — Bixa** #### [Signing in](/documentation/institution/student-guide/signing-in) The assessment link & email-code sign-in. #### [Your dashboard](/documentation/institution/student-guide/your-dashboard) The three-step journey. #### [Taking the assessment](/documentation/institution/student-guide/taking-the-assessment) Start screen, timer, pause & resume. #### [Your career report](/documentation/institution/student-guide/your-career-report) Strengths, course fits, careers. --- ## Support For onboarding or questions about the Institution flow, contact the StudyHQ team at [support@studyhq.com](mailto:support@studyhq.com).