Setup overview
Understand the recommended order for configuring an Edmissa workspace.
Configure Edmissa in an order that supports the student recruitment workflow.
Recommended setup order:
- Review the shared settings your team will reuse.
- Confirm the Edmissa study abroad defaults for your agency workflow.
- Confirm country and region variations before creating live records.
- Set agency profile, regional, and workspace basics.
- Add users, roles, permissions, and locations.
- Configure lead sources and integrations.
- Configure pipelines, stages, stage permissions, and checklists.
- Configure form templates and fields.
- Configure document types.
- Configure notifications and automation.
- Review reports and audit settings.
This order keeps downstream records consistent before the team starts daily work.