Quick Start for Administrators

This guide walks you through the essential steps to get your institution up and running on BrightStep.

Step 1: Complete your organization profile

After your account is created, start by configuring your organization settings:

1. Navigate to Settings > Organization
2. Upload your institution's logo
3. Set your primary brand colors
4. Configure your default language preferences

Step 2: Configure communications

Set up automated messages to keep candidates informed throughout the admissions process:

1. Go to Settings > Communications
2. Review and customize email templates for key events:
   • Application started
   • Application submitted
   • Decision notifications
3. Enable WhatsApp notifications if desired

Step 3: Add team members

Invite your colleagues to join the platform:

1. Go to Settings > Team Members
2. Click Invite Member
3. Enter their email address and assign a role:
   • Administrator — Full platform access, including configuration and billing
   • Campaign Manager — Manage candidates and communications within assigned campaigns
   • Interviewer — Conduct interviews and submit evaluations
4. Send the invitation

Step 4: Create your first campaign

A campaign represents a single admissions cycle for one or more programs:

1. Navigate to Campaigns and click Create Campaign
2. Enter a campaign name (e.g., "Fall 2025 Admissions")
3. Set the application opening and closing dates
4. Define the programs included in this campaign
5. Save your campaign

Step 5: Design your application workflow

Configure the steps candidates must complete:

1. Open your campaign and go to Application Steps
2. Add the steps you require, such as:
   • Personal information form
   • Document uploads (transcripts, ID, motivation letter)
   • Application fee payment
   • Video interview
3. Arrange steps in the desired order
4. Configure each step's requirements and instructions

Step 6: Launch your campaign

Once everything is configured:

1. Preview the candidate experience using Preview Mode
2. Test the application flow to verify all steps work correctly
3. Set the campaign status to Active
4. Share the application link with prospective candidates

Next steps