Get Started / Company Management
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Get Started / Company Management
Lessons 1 - 5
Learning Objectives
- Set-up your account
- View company summary
- Add, view, update and delete office branches
- Add, view, update and delete counsellors
- Link counsellors to their respective office branches
- Permission Roles – features that Counsellors can access based on their roles
- Reset counsellor’s password
- View history of activities
Lesson 1 Get Started | Session 1 Create Password
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You shall receive 2 emails after submitting your Become a Partner Application.
One email acknowledges your application and some information at the bottom on ways how to connect with us.
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Another email should have a title ‘upGrad GSP Portal User Account Registration – <Your complete name>. Name is what you have provided in the Company Primary Contact. This email has instructions on how to:
- log in (initially by creating password)
- set your profile picture
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As mention in the email, click ‘upGrad GSP APP’. It is a link that will redirect you to create your password.
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Type in your desired password twice. Password should have the following criteria:
- at least 8 characters
- combination of small & big letters and numbers
- use special characters like ‘@’ to make your password more secured
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Once you are done entering your password, click ‘Submit’ button.
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A pop will be displayed confirming that you have successfully created your upGrad GSP password. Click ‘OK’ to go to the login screen.
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6.1 If you are seeing this message it means that the email was sent to you over 24 hours ago. You may try ‘Forgot Password’ feature in the Login Page to attain a new email. Learn how to use Forgot Password feature.
Lesson 1 Get Started | Session 2 Login
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Click ‘Sign In’ button to proceed.
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You will enter the home page. On the screen you will be 15 navigating buttons. The Enrolment Summary Pie Diagram on the top right and Commission Summary Circles on the bottom right.
Lesson 1 Get Started | Session 3 Forgot Password
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Type the email that you use when logging in to upGrad GSP App.
Then, check the square beside the “I’m not a robot” and answer a few questions if there are.
Click “Send Link”
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You shall then receive an email asking you to create new password. In the email you received click “Create New Password”
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Type your password twice. The second field, ‘Re-enter your password’ validates if you have remembered your password correctly. So, these should match. Password should have the following criteria:
- at least 8 characters
- combination of small & big letters and numbers
- use special characters like ‘@’ to make your password more secured
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A pop should appear saying you have successfully updated your password.
Click OK to remove the pop and the login page will be displayed. Use your new password to login
Lesson 2 Company Details | Session 1 View Company Details
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These are the count of enrolments under your company. Since you have just started, these numbers are expected to be zero.
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This is the name of your assigned Business Development Manager, a upGrad GSP Personnel, who takes care of your whereabouts in upGrad GSP.
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The number below is your ID in the upGrad GSP System. Click the image to be navigated to the record pages where you can manage your team.
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Company Tab displays your answers in the Become a Partner. You won’t be able to change any detail here.
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Company Profile displays your answers in the Become a Partner as well. You won’t be able to edit anything here.
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Documents you have submitted in the Become a Partner Wizard. You can add documents here based on what upGrad GSP will ask from you when they reach out to you. Learn more about managing documents.
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‘History’ lists all the happenings in your company or BAP Application like the progress in statuses.
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Lesson 2 Company Details | Session 1 Watch BAP Application Updates
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When you set a record page to “Watching”, you will receive notification whenever updates are made into the record by:
- Notification in the header (bell icon)
- Via email according to your set up in the Email Settings page in My Profile
Click Watch (binoculars icon) to see who else are watching this record and if you want to change the setting from “Watching” to “Not Watched”
When Watch is colored, it means you are currently watching updates in the record already.
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If you do not want to be updated about this record, then click “Stop watching this record”
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Lesson 3 Branches | Session 1 Add Branch
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By default, the head office address you declared in the Become a Partner application is treated as one branch or the main branch. Thus, it is already listed here.
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Create Branch
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In the ‘Branch Details’, you won’t be able to edit ‘RP ID’ and ‘RP Name’ fields as these remains your unique identity. You might accidentally change them so they were disabled from editing.
On the other hand, you can type any in your Branch Name, could be the city location or country, etc. as long as it is clear on your end which branch you are referring to.
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Click ‘Cancel’ button if you do not want to save your changes.
Click ‘Create’ button if you want to proceed in adding the branch.
Image 7.1 This pop should be displayed when you have successfully added a new branch. This pop should be removed after 5 seconds or so.
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When you go back to ‘Branches’, the new branch you added should be listed.
Lesson 3 Branches | Session 2 View Branch Details
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To view branch details, click the upGrad GSP ID link of the branch you want to view.
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These are the details of your branch based on your inputs.
System Information section details on who and when the branch was created, and who and when it was lastly modified. Information you find here are system generated. Thus, you cannot update.
Lesson 3 Branches | Session 3 Update Branch Details
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In case you want to update any of the details you made, click ‘Edit this Record’ icon.
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Click ‘Cancel‘ button if you do not want to save the changes.
Click ‘Update‘ button if you want to save your changes
3.1 This pop should be displayed saying that you have successfully updated the branch details.
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Lesson 3 Branches | Session 4 Delete Branch
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To delete a branch from the list, go to the branch record page and click ‘Delete this Record’ icon. Reasons for deleting a branch might be that the branch no longer function or has been merged to another branch nearby, etc.
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A pop should be displayed to confirm your action.
Click ‘Cancel‘ button if you do not want to delete the branch.
Click ‘Delete‘ button if you want to proceed in deleting the branch you have selected.
The close button ‘x’ at the top right is as good as ‘Cancel’
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This pop should be displayed to confirm that the branch record has been deleted. This pop should be removed after 5 seconds or so.
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Lesson 3 Branches | Session 5 Add Counsellor
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You should be able to input Counsellor details. Since you are already in the Branch Record upon navigating to this, then the only branch that will appear in the Branch drop down list is the Branch where you are adding the Counsellor. The next lesson tells us the access level or key features available and not depending on the Permission Role you will choose.
Click Create if you want to proceed on creating this Counsellor. Click Cancel if you do not want.
Lesson 3 Branches | Session 6 History
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History is a full list of when the updates have been made and by whom. You may hover to the ID and click to see the record update, either deleted, new record or updated.
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Lesson 4 Counsellors | Session 1 Add Counsellor
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Add Counsellor
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For the Permission Role, here is a guide of what can be accessed based on the permission role you will provide to your counsellors.
Examples based on the table above:
- A Head Office Admin can create an enrolment record. However, he/ she can only update it if the enrolment’s stage is new. Once the enrolment’s stage move to another stage, then Head Office Admin cannot update it anymore.
- Among the permission roles, only the Head Office Admin can assign a counsellor to a student when in enrolment page.
- All permission roles can create student, it just depends on which branch they are allowed to.
Click ‘Create‘ button if you do not want to proceed on creating the Counsellor Record.
Click ‘Cancel‘ button if you no longer want to add the Counsellor Record.
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A pop should be displayed to confirm that the counsellor has been added. Click ‘OK’ button to remove the pop.
Lesson 4 Counsellors | Session 2 Update Counsellor Details
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When you are in the Counsellor details page, click ‘Edit Record’ icon to make the fields editable.
Notice also that from this page, if you are a Recruitment Partner, you can easily navigate back to Recruitment Partner or Branch Name Details.
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Fields become editable when text field is white. You cannot edit fields that are in grey.
Update Email/ Username
Important. At this point, you can change counsellor email. Thus, be careful to note that whatever email you replace here should be the username that the counsellor will use when logging back in to upGrad GSP. Don’t forget to tell the counsellor that you have changed his/her username.
You can also set the User Status to “No Portal Access” instead of deleting the Counsellor. This means that the Counsellor won’t be able to log in. But if you change it back to ‘Has Portal Access” then the Counsellor will be able to log back in.
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Click ‘Cancel‘ button if you do not want to save your changes.
Click ‘Update‘ button if you want to save your changes
3.1 A pop should be displayed to confirm that the counsellor details has been updated. Click ‘OK’ button to remove the pop and see the counsellor details.
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Changes should reflect immediately in the Counsellor Record.
Lesson 4 Counsellors | Session 3 Delete Counsellor
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Delete ‘Counsellor’ record by going to the record view and click the ‘Delete Record’ icon.
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Click ‘Delete‘ button if you want to proceed in deleting the counsellor record.
Click ‘Cancel‘ button if you do not want to delete the record. The close button at the top right works the same as ‘Cancel’ button
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2.1 A pop should be displayed confirming that the counsellor has been successfully deleted. Click ‘OK’ button to remove the pop and view the list of counsellors.
2.2 Deleted counsellors would look like this., greyed out and strikethrough. You can still click the upGrad GSP ID link to view the details but you cannot update it anymore
Lesson 4 Counsellors | Session 4 Reset Counsellor's Password
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You can send a reset password email to counsellors within your circle. In the counsellor record page, click ‘Reset Password’ button. The counsellor should receive an email from where he/she can reset password.
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1.1 A confirmation pop should be displayed that an email has been sent to the counsellor. Counsellor can just follow the steps in the email on how to reset password.
Lesson 5 Notes and Contacts | Session 1 View Notes and Contacts
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At the right side of you company details you shall see a section where you can keep Notes which may vary from the ff categories:
- Agreement Follow-up
- Application
- Commission
- Due Diligence
- upGrad GSP Requests
- Meeting
- Renewal
- RP Requests
- Territory
- Training
- General
Each category may or may not have sub category. Using categories, it will be easier for the reader to know what the note is about.
Agreement Follow-up
Application
- Documents
- Lodgement
- Student Request
- Agent Request
- BDM Request
- Institution Request
- Course Selection
- General
Due Diligence
- Agent Request
- BDM Request
- Approval
- upGrad GSP Request
- Ref Response
- RP Contact
- General
Meeting
Renewal
RP Requests
Territory
- Institution Request
- Approval
- Exclusion
- upGrad GSP Requests
- General
Training
- Agent Request
- BDM Request
- Feedback
- upGrad GSP Requests
- General
General
- Student Record
- Agent Request
- BDM Request
- Institution Request
- General
Click ‘Add Notes’ button to add notes. You can add as many notes as you like.
Click the note to view full details.
Learn more about Notes
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At the right side of you company details you shall see a section where you can keep Contacts. The category for now is Primary.
Click ‘Add Contact’ button to “+ ” add contact. You can add as many contacts as you like.
Click the contact to view full details.
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