# Student Portal tab — address, login and what is required

> The decisions that must be settled before you enrol the first student, because they change the form and the access.

## What you will get

The student portal configured **before** anyone is on file — the only moment when
these choices are free.

The path is **Settings › Student Portal**.

![Student Portal tab with the address, the login identifier and the required fields](/Apps/edupay/ajuda/config-portal.png)
*The full portal address appears in grey under the field. That address is what you send to students. The screenshot is from the Portuguese panel; the layout is the same in English.*

## The portal address

The first field defines the final part of your portal's address. Below it, the
system shows the assembled address, ready to copy.

It accepts **lowercase letters, numbers and hyphens**, up to 60 characters.

> **That address is unique across every school in the system.** If the one you
> want is already taken by another institution, it is refused. Choose something
> specific to your school, not a generic word.

**Changing it later breaks every link already sent.** Every email the system has
sent, every link pasted into a group chat, every shortcut a student saved starts
pointing nowhere. If you must change it, warn students first.

## Login identifier

Two options, and **this is the most consequential choice on the screen**:

| Option | The student signs in with | Good when |
|---|---|---|
| **Document (CPF)** | Their ID number | The school has everyone's ID and not everyone has email |
| **Email** | Their email | The school communicates by email and not every student has an ID on file |

**Choosing Document (CPF) switches Document required on automatically**, and it
cannot be switched off while that option is active — which makes sense: with no
document the student would have no way in.

## The record requirements

Four switches that change the student form:

- **Document required** — demands an ID number on the record.
- **Validate CPF** — checks the ID's check digits on save. Refuses invented ones.
- **Address required** — demands street, number, district, city and state.
- **Phone required** — demands the phone number.

**Switch on what the contract needs.** The contract prints the student's address;
if the address is not required, a contract can come out with gaps.

## The portal footer

Four switches decide what appears in the student area's footer: **contact
email**, **phone**, **tax ID** and **address**. The values come from the
**General** tab.

The test is simple: what should the student be able to find without asking.

## What the student may edit

Two switches at the end of the screen:

- **Allow name editing** — the student corrects their own name in the portal.
- **Allow email editing** — the student changes their own email.

**The second switches itself off when login is by email**, and the screen says so.
That also makes sense: letting the student change their email would be letting
them change their own key to the door.

## How you know it worked

> [certo]
> The page returns to the **Student Portal** tab with the green banner. Open the
> address shown under the first field in a private window: your school's sign-in
> screen appears, with your logo.

## If something goes wrong

> [erro]
> **The portal address is refused.** Either it contains a character outside the
> allowed set, or another school already uses it.
>
> **I switched on Validate CPF and old students now fail to save.** The check runs
> at save time. Old records with an invalid ID only complain when somebody edits
> them.
>
> **I switched off Document required and it came back on.** Login is set to
> **Document (CPF)**. While it is, the switch stays forced on.


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https://edupay.estudiosite.com/en/ajuda/getting-started/student-portal-tab
2026-08-05
