Create a Student User

Use student for learners. Student setup affects readiness, registration, finance, admissions, and commission attribution.

Workflow

Student creation opens the record. It does not always mean the student is ready to study.

Local students usually move through registration, placement, enrollment, then finance.
International students usually need case handling before placement and enrollment.
Consultant, agent, and referrer fields explain ownership and attribution. They do not replace readiness steps.

Field	Meaning	What it affects
Student origin	Local or international.	Readiness path and next steps.
Readiness path	Pre-study workflow.	Local registration or international case handling.
Assigned consultant	Consultant responsible for follow-up.	Ownership, visibility, and commission context.
Registration channel	How the student came in.	Intake reporting and attribution.
Referred agent	Agent who brought the student.	Agent visibility and commission tracking.
Referrer student	Existing student who referred this student.	Student referral tracking.
Complete registration	Marks local registration complete now.	May create the registration charge.
Discount	Registration charge discount.	Reduces the registration charge when used.
Due date	Registration payment due date.	Balance and overdue tracking.
Personal profile	Identity and contact details.	Student records, admissions, and support.
Documents	Identity or supporting files.	Review and record keeping.

Choose origin first. It decides the readiness path.

Origin	Use it for
Local	Local registration, placement, and enrollment follow-up.
International	International case handling before normal study readiness.

Do not choose international unless the student truly needs the international case workflow.

Changing origin later can confuse follow-up, so choose based on the student's real admissions path.

Field	Use it when
Assigned consultant	A consultant is responsible for the student.
Registration channel	You need to record where the student came from.
Referred agent	An agent brought the student.
Referrer student	An existing student referred the new student.

Use generated login only when the student has no usable email. Staff must give the login and temporary password to the student.

Use complete registration only for local students whose registration is already accepted.

Action	Finance effect
Create student	A student finance account becomes available for charges and payments.
Complete registration during creation	May create the registration charge, apply a discount, and set the due date.

Course charges usually come later, after enrollment.

Agent commission depends on student attribution and later course-fee payments. Registration fees do not create commission earnings.

If registration is not accepted yet, leave it incomplete and continue from the student workflow later.

Student appears in the student list.
Origin and readiness path are correct.
Consultant, agent, or referrer is correct, if used.
Registration status matches reality.
Finance account is available.
Documents and profile details are present, if required.
Next action is clear: registration, placement, enrollment, payment, or international case.

Mistake	Result
Wrong origin	Student may follow the wrong readiness workflow.
Missing registration channel	Intake reporting is weaker.
Missing assigned consultant for consultant-led student	Ownership and follow-up become unclear.
Missing referred agent	Agent attribution and commission may not work as expected.
Completing registration too early	Student may be treated as further along than they really are.
Forgetting placement	Student may not move cleanly into the right course or session.