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    Diverse university students collaborating with laptops in a wood-paneled lecture hall

    Manager Account Access · Scoped Sub-Portal

    Work with regional agents — and reach the markets you need the most.

    A scoped sub-portal that gives agencies, recruiters, and campus-team leads their own branded dashboard, pipeline, and landing page — limited to the creators you assign them.

    The Model at a Glance

    A scoped portal, built for regional partners.

    Agent accounts are first-class roles inside your institution backend — not bolt-on sharing links. Every screen, query, and audit log is constrained to the creators you assign.

    Agent Roles Available
    3 (Manager, Staff Admin, Staff Viewer)
    Data Scope
    Per-creator assignment — never institution-wide
    Public Landing Page
    One branded recruitment funnel per agent
    Onboarding Gate
    Mandatory profile + landing-page setup
    Audit Trail
    Every action logged at the database layer
    Billing
    Rolls up to the institution — no separate contract

    Who It's For

    Anyone who recruits a slice of your student body — without owning all of it.

    International Enrollment Agencies

    Give partner agencies in-region a branded portal that surfaces only the creators they recruit and support — without exposing your full international roster or institutional data.

    Regional Recruiters

    Equip city- or country-level recruiters with their own pipeline, content queue, and landing page so prospective students convert through the recruiter who actually knows the local market.

    Campus-Team Leads

    Empower in-house regional leads to manage their cohort's creators, approve content, and track inquiries without granting full institution-admin access.

    Section 1 · The Role Model

    Three roles. One scope. No overlap.

    Each user holds exactly one role. The platform enforces a strict one-role-per-user policy so agents and their staff never inherit accidental institution-wide privileges.

    RoleScopeCapabilities
    ManagerOwns the agent accountFull access to dashboard, creators, leads, bookings, content review, campaigns, staff invites, landing page editor, and settings.
    Staff AdminInherits the Manager's scopeSame operational access as the Manager — minus landing page and account settings. Can invite and manage other staff.
    Staff ViewerInherits the Manager's scopeRead-only across creators, leads, bookings, content, and campaigns. Cannot edit, invite, or approve.

    Section 2 · The Security Model

    Scoping happens at the database — not in the UI.

    Agents never see institution-wide data. When an agent loads any list — creators, leads, bookings, content, campaigns — the platform first resolves their assigned creator IDs and filters every downstream query at the database layer.

    Staff sub-accounts don't get their own scope. They inherit their parent agent's assignment automatically, so a recruiter can grow a team without re-permissioning every new hire.

    The result: even if a UI bug or browser tool tried to request data outside the agent's scope, the database would simply return nothing.

    Section 3 · Inside the Portal

    Eight surfaces — all scoped to the agent's creators.

    The agent portal mirrors the institution backend, screen-for-screen. Familiar tools, familiar workflows — just constrained to the slice of the roster they own.

    1. 01

      Dashboard

      Scoped KPIs across the agent's assigned creators only.

    2. 02

      My Creators

      Roster of creators explicitly assigned to this agent.

    3. 03

      Leads

      CRM inquiries generated by the agent's creators.

    4. 04

      Bookings

      1:1 calls booked with assigned creators.

    5. 05

      Content Queue

      Review and approve submissions from assigned creators.

    6. 06

      Campaigns

      Run campaigns within the agent's creator scope.

    7. 07

      Staff

      Invite sub-users as Staff Admin or Staff Viewer.

    8. 08

      Landing Page

      Edit the agent's public, branded recruitment page.

    Section 4 · Onboarding Gate

    No portal access until the public surface is ready.

    First-time agents are automatically routed into a mandatory onboarding flow. They capture their profile, brand basics, and public landing page essentials before any dashboard, creator list, or lead screen unlocks.

    This gate exists for one reason: the moment an agent goes live, prospective students may start landing on their branded page. Onboarding ensures that page is always properly configured — never a half-built draft.

    Section 5 · The Public Funnel

    Every agent gets a branded recruitment funnel.

    Each Manager account ships with a public landing page and a creator directory that surfaces only their assigned creators. Prospective students discover, browse, and book through that branded experience — without ever seeing the rest of your institutional roster.

    For agency partners and regional recruiters, this is the killer feature: they get their own front door, their own brand, and their own conversion path — while the leads still settle into the institution's CRM and billing.

    Agent Access vs. Full Institution Access

    What an agent can and can't do.

    CapabilityAgent (Manager)Institution Admin
    Data VisibilityOnly assigned creators + their leads/bookingsEntire institution roster + pipeline
    Public BrandingAgent-branded landing page & directoryInstitution-wide landing page
    Staff InvitesLimited to agent's scopeFull institution team management
    Settings & ConfigProfile + landing page onlyBilling, integrations, roles, policies
    Audit IsolationScoped — cannot see other agents' actionsFull institution audit log
    BillingRolled up to parent institutionOwns the contract

    FAQ

    Frequently asked questions

    Can an agent see other agents' creators or leads?

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    No. Every list is filtered at the database layer by the creator IDs explicitly assigned to that agent. Two agents inside the same institution cannot see each other's pipeline, content, or bookings.

    Can agents edit institution-wide settings, billing, or team policies?

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    No. Agents are intentionally locked out of institution-level configuration. They can only edit their own profile and their own public landing page. All billing, integrations, and global policies remain with the institution admin.

    How are creators assigned to an agent?

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    Institution admins assign creators to a specific agent from the creator management screen. The assignment is the single source of truth that drives every scoped query — creators, leads, bookings, content, and campaign visibility.

    Can agents invite their own staff?

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    Yes — the Manager and Staff Admin roles can invite sub-users as either Staff Admin (can manage other staff and act on the pipeline) or Staff Viewer (read-only). Sub-users automatically inherit the parent agent's creator scope.

    Does each agent get their own public landing page?

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    Yes. The Manager role gets a fully editable public landing page plus a creator directory showing only their assigned creators. Prospective students discover and book through that branded funnel — perfect for agency partners that want their own front door.

    What happens on an agent's first login?

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    First-time agents are routed through a mandatory onboarding flow that captures their profile and landing-page basics. They cannot access the portal until onboarding is marked complete, ensuring every public surface is properly configured before traffic arrives.

    Bring your regional partners onto one platform.

    Agencies, recruiters, and campus-team leads — each with their own scoped portal, branded funnel, and audited pipeline. All under your institution's roof.