Login & Registration

Creating an Account

Go to the Registration Page
Enter your full name, email address, and a password (at least 8 characters)
Click Register
Your account will be created as pending. An admin must approve it before you can log in
Once approved, log in at the Login Page

Note: If your email matches an existing advisor profile, the system automatically links your account to that advisor when your account is approved.

Logging In

Go to the Login Page
Enter your email and password
Click Sign In
You will be taken to the Dashboard

Account Statuses

Pending Approval

Your account is waiting for admin approval. You will see an error if you try to log in before then. Contact your admin to approve your account.

Rejected

Your registration was rejected. Contact your admin to find out why and ask for re-approval.

Approved

Your account is active. You can log in and access the Dashboard.

Password Reset

If you forget your password, ask an admin to reset it from the User Management page. They can generate a new password for you.

Access Levels

Your account has one of these roles, which controls what you can do:

Super Admin - Full access to everything
Admin - Can manage templates, programmes, users, advisors, and settings
Advisor - Can create study plans, view their prospects, and use the CRM
User - Basic access to create study plans and view history

Your role is assigned by an admin when your account is approved.