> 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.

# Students

> Add students to the funnel, send assessment links, filter and search the roster, and manage each student's profile, assessments, and enrolment.

> **Info**
>
> **Flow type:** `Institution`  ·  **Product:** StudyHQ Portal (team)
>
> The **Students** page is where most day-to-day work happens — adding students,
> sending links, and moving each one through the funnel.

## The students list

Open a project and go to **Students**. The header shows the count and an **Export**
(CSV) and **Add student** button.

### Find students fast

| Control                  | What it does                                                                     |
| ------------------------ | -------------------------------------------------------------------------------- |
| **Search**               | Find a student by name or email (updates as you type)                            |
| **Stage chips**          | Filter by stage — **All · Invited · Assessing · Assessed · Enrolled · Rejected** |
| **Sort**                 | **Recent** or **Name (A–Z)**                                                     |
| **Assigned-to** (admins) | Filter by partner                                                                |
| **Export**               | Download the current filtered list as CSV                                        |

> **Note**
>
> The chips follow your plan: **Enrolled · Rejected** appear when the plan
> includes the enrolment decision (or when past decisions exist), and an **In
> counselling** chip would appear only on a plan that grants counselling.

### What each row shows

Avatar, **student name** (click to open their detail), the **stage** badge, a
**progress** bar, and a **next step** label that tells you what to do next:

| Stage                     | Next step            |
| ------------------------- | -------------------- |
| Invited                   | Send assessment link |
| Assessing                 | Awaiting submission  |
| Assessed / In counselling | Record decision      |
| Enrolled / Rejected       | Closed               |

> **Tip**
>
> Partners see only the students **they added**; admins and members see the
> whole roster and can filter by partner.

---

## Add a student

Click **Add student** to open a short guided form. (Greyed out? The
organisation is awaiting approval or has no active plan — hover the button for
the reason.)

#### Student details

Fill in the form. You see the fields your project **collects** (configured
in **Project settings → Student form & profile**, including any custom
fields), with **required** fields enforced. The grade list follows your
project's assessment type — Grades 11–12 for course recommendation, Grades
8–10 for stream selection.

#### Send the assessment link

Turn on **Send assessment link** to email the student a secure, personalised
link to start the assessment right away. (You can also send or re-send it
later from their record.)

#### Review & create

Check the summary and create the student. Their **case opens at Invited**, and
if you sent the link, they receive the email immediately.

> **Note**
>
> When a **partner** adds a student, that student automatically becomes the
> partner's **own case** — there's no separate assignment step.

---

## Importing many students (spreadsheet)

#### Download the template

Click **Import students** and download the **template** — its columns match
your project's form, and each column heading tells you what values are
allowed.

#### Fill it in and upload

A **preview shows every row** — scroll through and check it before
importing.

#### Send links & import

Tick the email option to send each student their link, then import. You
get a summary — created, updated, and any failed rows with the reason next
to each.

---

## A student's detail page

Click a student to open their record. A header shows their name, stage, key
profile facts, and a **case** label, with tabs beneath:

#### Profile

Edit demographics (name, contact, grade, board, stream, school) and manage the
student's uploaded **documents** (marksheets / report cards).

#### Assessments

Every attempt with its **date**, **status**, **score**, and the recommended
courses once completed. Open one to see the full result.

#### Enrolment

Record the admission outcome (see below).

#### Notes

Add counselling notes, **edit** them, and **share** a note with the team.

> **Note**
>
> In the funnel flow these tabs are tailored to admissions — there are **no
> Sessions or career-roadmap tabs** (those belong to the guidance flow).

---

## Recording the enrolment decision

**Where:** **Students** → click the student → **Enrolment** tab.

Once a student is **Assessed**, record the outcome here — this is what
advances them to the funnel's final stage.

#### Choose the outcome

Select **Accept** (enrol) or **Reject**.

#### Pick the final choice (if enrolling)

Choose the **final course** the student enrolled in — or, in a
stream-selection project, the **final stream** they chose.

#### Add a reason (if rejecting)

Pick a rejection reason — e.g. *student declined offer*, *did not meet
criteria*, *could not afford fees*, *chose another institution*, or *other*.

#### Record

Save. The student's stage becomes **Enrolled** or **Rejected**, and the
funnel counts update.

You can edit the decision later if circumstances change.

> **Note**
>
> Recording decisions is available when your plan grants **enrolment** —
> without it the tab is read-only. Past decisions always stay visible.