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

# Portal Guide (Team)

## Docs

- [Getting started](https://docs.studyhq.com/documentation/institution/portal-guide-team/getting-started.md): Sign in to the StudyHQ Portal, find your way around the Organisations page, and create an institution and an assessment-funnel project.
- [Organisation settings, team & billing](https://docs.studyhq.com/documentation/institution/portal-guide-team/organisation-settings-team-billing.md): Manage your institution's branding, invite your team with per-project roles, and manage your plan and assessment credits.
- [Project settings](https://docs.studyhq.com/documentation/institution/portal-guide-team/project-settings.md): Configure a funnel project — identity, assessment time limit and report options, the student form & profile, the workflow pane, and the mapped courses or streams.
- [Dashboard](https://docs.studyhq.com/documentation/institution/portal-guide-team/dashboard.md): Read your funnel at a glance — date-filtered registration, assessment and enrolment numbers, trend charts, and the recommendations mix.
- [Students](https://docs.studyhq.com/documentation/institution/portal-guide-team/students.md): Add students to the funnel, send assessment links, filter and search the roster, and manage each student's profile, assessments, and enrolment.
- [Cases](https://docs.studyhq.com/documentation/institution/portal-guide-team/cases.md): The case view — every student's funnel record in one list, filterable by enrolment outcome, with quick access to each student's detail.