Agents and staff: your admin creates your account and emails you a link to set your password.
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 Withdrawn and Cancellation pay £0.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| Agent | Applications | Enrolled | Conversion | Withdrawn | Commission earned | Unpaid |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 |
|---|
Agents, admins and super admins can be added here — nobody needs to sign up. They get an email with a link to set their password, and can sign in straight away.
Agents see only their own students. Admins see everything and can approve commission.
| Name | Role | Access | Reports to | Joined | Action |
|---|
Change a rate here and every calculation updates. Default is £250 per enrolled student.
Overrides the provider rate for that agent only. The amount also shows in Zoho CRM (Commission).
| Agent | Provider | Commission |
|---|
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 |
|---|
Someone used Super admin signup. They can't see anything until you approve them here. If you don't know them, decline.
| Name | Mobile | Requested | Action |
|---|
Everything an agent needs to advise a student correctly, kept in one place per partner.
| File | Partner | Added | Action |
|---|