> 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.

# Getting started

> Sign in to the StudyHQ Portal, find your way around the Organisations page, and create an institution and an assessment-funnel project.

> **Info**
>
> **Flow type:** `Institution`  ·  **Product:** StudyHQ Portal (team)
>
> The Portal is the web app where your team sets up and runs the funnel. This page
> covers signing in, the Organisations landing page, and creating an organisation
> and a project.

## Sign in

Open the Portal and sign in with your work email. If you were invited by a
colleague, accept the email invite first, then sign in with that same address.

After signing in you land on the **Organisations** page — your home base.

---

## The Organisations page

This page lists every **organisation** you belong to, and under each one, its
**projects** as cards.

#### Organisation sections

One block per organisation you're a member of, with its name and type.

#### Project cards

Each project shows a quick stat line and opens its dashboard when clicked.

**What a project card shows.** For a funnel project, the card carries a small
stat line — **Leads · Assessed · Enrolled** — so you can read the funnel at a
glance without opening it.

> **Tip**
>
> The card stats are **role-scoped**: admins and members see project-wide totals;
> a partner sees only the students they added.

**Things you can do from here:**

#### Open a project

Click a **project card** to open its dashboard. *(Anyone in the project.)*

#### Org settings

Branding, team & billing for the organisation. *(Org admins.)*

#### Add organisation

Create a new institution. *(Org admins.)*

#### Add project

Create an Assessment funnel project inside an organisation. *(Org admins.)*

---

## Add an organisation

An **organisation** is your institution. Only an org admin can create one.

#### Open the form

Click **Add organisation** on the Organisations page.

#### Name it and pick the type

Enter the organisation name and set the **type** to **Institution**. (The
creator becomes the organisation's first admin.)

#### Create

Save. The new organisation appears immediately with no projects yet.

> **Note**
>
> A newly created organisation lands **pending approval** — StudyHQ reviews it
> before it goes live. While the **"Awaiting approval"** banner shows, you can
> look around and configure, but students can't be added yet.

---

## Add a project

A **project** is one funnel run inside the organisation. For an institution the
project type is **Assessment funnel** — the admissions / course-fit funnel.

#### Start a new project

On the organisation, click **New project**.

#### Name it and choose the type

Enter the project name and select **Assessment funnel** as the type.
(Institutions only run assessment funnels; the career-guidance journey
belongs to agency organisations.)

#### Create

Save. The project appears as a card under the organisation.

> **Note**
>
> Each funnel project runs **one assessment type** — **course recommendation**
> (Grades 11–12) or **stream selection** (Grades 8–10) — set up with StudyHQ
> when the project is provisioned. The add-student form, dashboard, and
> enrolment decision all follow that mode.

> **Tip**
>
> Right after creating the project, open its **settings** to set the assessment
> **time limit** and **courses to recommend** before you invite students — see
> **Project settings**.

---

## Finding your way around

Open a project and the left **sidebar** carries your pages — what you see
depends on your role:

| Role                    | Sidebar pages                                   |
| ----------------------- | ----------------------------------------------- |
| **Org / project admin** | Dashboard · Students · Cases · Project Settings |
| **Partner**             | Dashboard · Students · Cases                    |
| **Member**              | Students · Cases                                |

Organisation-level pages — **Projects · Billing · Team · Settings** — live in
the **organisation menu**, visible to org admins. The header holds the project
switcher and your account menu, with your role shown next to your name.

> **Tip**
>
> Every operation in this guide starts with its path — for example
> **Students → Add student** — so you always know where to click first.

---

## Your account

**Where:** the menu under your name in the header → **My account**.

Edit your own **name** and **mobile**, and **change your password**. Your
email is fixed (it's your sign-in identity).

---

## What's next

#### Organisation settings

Branding, team invitations & roles, and billing.

#### Project settings

Assessment time limit, student form, and report options.