Administrator Overview

As an Administrator, you have full access to configure and manage your institution's BrightStep platform. This guide covers all the tools and settings available to you.

Your responsibilities

Administrators are responsible for:

  • Organization setup — Configure your institution's profile, branding, and global settings
  • Campaign creation — Create and design admissions campaigns with custom workflows
  • User management — Invite team members and assign roles
  • Communication settings — Configure email and WhatsApp templates
  • Task management — Create and assign tasks to team members
  • Billing and credits — Monitor usage and manage your credit balance

Getting started

If you are new to BrightStep, follow the Quick Start guide to set up your organization and launch your first campaign.

Key sections

Organization & Settings

Organization Setup

Configure your institution's profile and branding.

User Management

Add team members and manage roles.

Branding

Customize logos, colors, and visual identity.

Authentication

Configure SSO options for your team and candidates.

Integrations

Connect external services.

Campaigns

Creating a Campaign

Set up a new admissions cycle.

Campaign Settings

Configure dates, visibility, and options.

Designing Steps

Build your application workflow.

Forms

Create custom forms and fields.

Payments

Configure payment collection.

Interviews

Set up video interviews.

Managing Campaigns

Archive, duplicate, and organize campaigns.

Tasks & Billing

Tasks

Create and assign tasks to team members.

Billing & Credits

Monitor usage and purchase credits.

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