Agent and Admin accounts start once a super admin approves them.
Every time these are opened it is recorded in the activity log.
| Lead No. | Applicant Name | Pending Action | Intake |
|---|
Commission is worked out from the student's status — nothing here is typed in by hand.
A student qualifies the moment their status is set to Enrollment. Withdrawn and Cancellation pay £0.
| Partner | Enrolled | Rate | Commission |
|---|
| Intake | Enrolled | Commission | Paid |
|---|
Where your commission is paid. Only you can see these — they are stored against your own login.
Account and sort code are stored encrypted and never shown again — only the last four digits. Every change is recorded in the activity log.
| Agent | Applications | Enrolled | Conversion | Withdrawn | Commission earned | Unpaid |
|---|
| Partner | Applications | Enrolled | Conversion | Rate | Commission |
|---|
| Intake | New | In process | Offer | Enrolled | Declined | Total |
|---|
Change a rate here and every calculation updates. Default is £250 per enrolled student.
The policy decisions behind every calculation. Change them here — no developer needed.
Every status change, commission approval and payment-detail change — who did it and when.
| When | Who | What | Details |
|---|
When an agent adds or changes their bank details, payments to them are held until you confirm here.
| Agent | Account holder | Account | Changed | Action |
|---|
New agents and admins cannot see or do anything until a super admin approves them here.
| Name | Mobile | Requested | Action |
|---|
There is one super admin at a time, and nobody can remove you, suspend you or change your role. If someone else should take over, hand it over here — they become the super admin and you become an admin.
Anyone signing up as a super admin must type this code. Changing it needs your own login password.
Agents see only their own students. Admins see everything and can approve commission.
| Name | Role | Access | Reports to | Joined | Action |
|---|
Everything an agent needs to advise a student correctly, kept in one place per partner.
| File | Partner | Added | Action |
|---|