Rashmi Mehra

Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal

Welcome to the latest update for TEAMS We’re happy to announce that we have released the new update of TEAMS on your site. Some key… Read More »What’s New – 28th Nov 2024

On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing

Unit of Study > Unit of Study entry> Unit of Study Burger menu > LMS Page The LMS Page allows you to configure units of study-related information that will… Read More »Unit of Study – LMS Pages

  Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules

Last changed on: November 14, 2024 Marketing > Agent Dashboard > Agent Commission Payment step 1 > Commission payment step 2 > Agent Payment Final Confirmation This is the payment confirmation step that… Read More »Agent Payment Final Confirmation screen

Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2 On the Agent Pending Payment Step 2 screen, the grid will display all… Read More »Agent Pending Payment Step 2

Marketing Menu > Agent Dashboard > Agent Pending Payment Pending payments for an agent refer to commissions or fees accrued by the institution but not yet disbursed to… Read More »Agent Pending Payment

Letters and warnings are formal communications or notices issued to students. Letters serve various purposes, such as academic, administrative, or compliance-related matters, while warnings address… Read More »Letters and Warnings Templates

Finance > Instalment Plans > Instalment Plan entry screen The Instalment Plan Entry screen allows you to create new instalment plans for programs. The Instalment Plan… Read More »How to Setup Instalment Plan