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# Organisation settings, team & billing

> Manage your institution's branding, invite your team with per-project roles, and manage your plan and assessment credits.

> **Info**
>
> **Flow type:** `Institution`  ·  **Product:** StudyHQ Portal (team)
>
> Everything here is **organisation-level** and managed by **org admins**.
>
> **Where:** the **organisation menu** — **Projects · Billing · Team ·
> Settings** — reached from the Organisations page or the header.

## Organisation settings

**Where:** organisation menu → **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.

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

---

## Team

**Where:** organisation menu → **Team**.

Invite your team 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                                                                                         |
| **Partner**       | The funnel's sourcing role — adds and imports students; the students they add become their cases, and they see only those students' progress |

> **Note**
>
> **Partner** is the funnel's everyday non-admin role — the invite picker
> offers it for assessment-funnel projects. (The **Counsellor** role belongs to
> the counselling journey and appears for a funnel only if your plan ever
> includes counselling.)

### 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.

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

---

## Billing — plans & credits

**Where:** organisation menu → **Billing**.

Institutions run on a **plan plus credits**: the plan defines what your
projects can do — which **assessment type(s)** you can run and whether the
**enrolment** decision is included — and gives you a bundle of credits that
each assessment draws from.

#### Your plan

The active plan and what it grants. Institution plans are listed on the
same page — subscribe or upgrade via secure checkout.

#### Credit balance

Your available assessment credits, with **Add credits** for top-up packs
via secure checkout.

#### Credit history

Every top-up and per-student deduction, newest first.

#### Invoices

Recent invoices, each with a download link.

> **Note**
>
> Long-standing institutions run on a **Legacy Credits** arrangement — a
> non-expiring plan that keeps the original flat per-assessment rate and the
> enrolment action, with the same credit balance carried over. Nothing changes
> for you until you choose a new plan.

> **Tip**
>
> Keep an eye on the balance before a big intake drive — each assessment
> consumes credits when the student starts, so top up ahead of time to avoid
> interruptions.