User Types

Matchpal has three primary user types, each with distinct roles and capabilities within the platform.

Overview

User TypeAlso CalledPrimary Purpose
StudentClientReceive tutoring and advising services
ProviderTutor/AdvisorDeliver tutoring and advising services
AdminAdministratorManage the platform and users

Students (Clients)

Students are the clients who use Matchpal to find and work with tutors and advisors.

Characteristics

  • Seeking medical education support
  • Have purchased service packages
  • Complete intake questionnaires for matching
  • Work with one or more providers

What Students Can Do

  • Complete their profile and intake questionnaire
  • View matched providers
  • Accept or request different matches
  • Communicate with their providers
  • View session history
  • Track their grant balance
  • Submit documents for revision (advising)

Student Lifecycle

  1. Registration - Create account, usually through purchase
  2. Intake - Complete questionnaire for matching
  3. Matching - Receive provider recommendations
  4. Engagement - Work with matched providers
  5. Completion - Finish services, relationship concludes

Student Data

Each student has:

  • Profile information (name, email, contact)
  • Academic details (institution, program, goals)
  • Intake questionnaire responses
  • Grant balance and usage history
  • Relationship history
  • Session and revision records

Providers (Tutors/Advisors)

Providers are the professionals who deliver tutoring and advising services.

Characteristics

  • Qualified tutors or advisors
  • Have verified credentials
  • Configured with specific capabilities
  • Manage their own availability

What Providers Can Do

  • Maintain their profile and credentials
  • Configure their capabilities (subjects, specialties)
  • Set their availability and capacity
  • Receive and respond to client proposals
  • Conduct sessions with matched students
  • Log session completion
  • Review documents and provide feedback (advising)

Provider Lifecycle

  1. Onboarding - Account created, profile configured
  2. Activation - Capabilities set, availability enabled
  3. Matching - Receive proposals from matching system
  4. Service Delivery - Work with assigned students
  5. Ongoing - Continue receiving new clients as capacity allows

Provider Data

Each provider has:

  • Profile information (name, email, credentials)
  • Professional background (education, experience)
  • Capabilities (exam codes, specialty codes)
  • Availability settings (capacity, status)
  • Relationship history
  • Session records
  • Performance metrics

Administrators

Administrators manage the entire Matchpal platform.

Characteristics

  • Full access to all platform features
  • Responsible for day-to-day operations
  • Handle exceptions and issues
  • Configure system settings

What Admins Can Do

User Management:

  • Create and manage student accounts
  • Create and manage provider accounts
  • Update user statuses and profiles
  • Handle account issues

Relationship Management:

  • Review matching results
  • Create manual relationships
  • Reassign or cancel relationships
  • Monitor relationship health

Billing Management:

  • Assign and adjust grants
  • Monitor usage and consumption
  • Handle billing exceptions
  • Generate reports

Communications:

  • Create and manage email templates
  • Send manual communications
  • Configure automated emails
  • Monitor delivery and engagement

System Configuration:

  • Manage platform settings
  • Configure integrations
  • Review system logs
  • Handle troubleshooting

Admin Data Access

Admins can view and modify:

  • All student records
  • All provider records
  • All relationship data
  • All billing information
  • All communication logs
  • System configuration

Permissions Matrix

ActionStudentProviderAdmin
View own profile✓✓✓
Edit own profile✓✓✓
View other profilesLimitedLimited✓
View own relationships✓✓✓
View all relationships--✓
Log sessions-✓✓
Manage grants--✓
Send bulk emails--✓
Access admin panel--✓

User Status States

All user types have status indicators:

Active

  • Normal operating state
  • Full access to relevant features
  • Visible in matching and operations

Staged

  • Initial state after creation
  • Limited functionality
  • Awaiting verification or completion

Suspended

  • Temporarily disabled
  • Cannot perform normal actions
  • Data retained
  • Can be reactivated

Deleted

  • Soft-deleted from system
  • No access
  • Historical data preserved
  • Cannot be reactivated normally

Authentication

All users authenticate the same way:

  1. Enter email address
  2. Receive magic link via email
  3. Click link to authenticate
  4. Redirected to appropriate dashboard

Session persists until:

  • User logs out
  • Session expires
  • Account status changes

Was this page helpful?