Basic profile
Name, preferred language and timezone.
Account setup
Set up only what the service actually needs.
Production onboarding is progressive: the account starts minimal, and additional information is requested only when a feature or role requires it.
Required
Primary role
Student, parent, teacher or professional adviser.
Relationship verification
Only when a parent or teacher needs access to a student relationship.
Consents
Service, privacy and optional research/marketing choices remain separate.
Communication settings
Transactional email and appointment reminders first; marketing is separate.
First evidence step
Students move into RCAS; other roles move into their scoped workspace.