Organisation settings, team & billing | StudyHQ

Flow type: Institution · Product: StudyHQ Portal (staff)

Everything here is organisation-level and managed by org admins. Open it from Org settings on the Organisations page.

Organisation settings

Configure your institution’s identity and branding.

Section	Fields
Organisation	Organisation name, display URL, time zone
Branding	Brand colour, logo (image upload)
Owner	Primary contact email (read-only)
Danger zone	Delete organisation

Only org admins can edit; everyone else sees it read-only.
A Save button appears once you’ve made a change.
Delete organisation asks for confirmation and signs you out afterwards.

Deleting an organisation is permanent and removes its projects and data. Use the danger zone only when you’re certain.

Team

Invite staff and control what each person can do. The team list shows each member’s name/email, status (active or pending invite), their role per project, and whether they’re an org admin.

Roles

Role	What they can do
Org admin	Full access across the organisation — projects, settings, team, billing
Project admin	Manage a project end-to-end — students, cases, project settings
Member	See the whole project and manage cases in the funnel
Counsellor	Work their own caseload — the students they add become their cases

Managing the team

Invite a member

Click Invite members, enter the person’s email, and choose their role for each project. They receive an invite email.

Track invites

Pending members show a pending invite status. You can resend or revoke an invite that hasn’t been accepted.

Adjust access later

Toggle Org admin for a member (you can’t change your own), or deactivate someone to revoke access. Deactivated members can be reactivated later.

Only org admins can manage the team. Everyone else sees the team list read-only.

Billing

Institutions run on assessment credits — a wallet that each completed assessment draws from.

Credit balance

Your current available assessment credits.

Top up

Buy a credit pack or a custom amount via secure checkout.

Choose a pre-defined pack or enter a custom amount, then complete the payment in the checkout window.
Invoices for past purchases are listed where available.

Keep an eye on the balance before a big intake drive — each completed assessment consumes one credit, so top up ahead of time to avoid interruptions.