Admin quick start
Prepare the first working Edmissa workspace for your team.
Use this guide if you configure Edmissa, invite users, or prepare a workspace before counselors and managers begin daily work.
This page gives the first setup path. For full details, open the linked Configure Edmissa guides.
What to have ready
Before you begin, gather:
- your agency name, default country or region, time zone, and main locations.
- the users who need access, plus their roles, supervisors, and locations.
- the Lead sources and connected channels your team expects to use.
- the application workflows your team needs first.
- the student fields, application fields, forms, document types, and checklists needed for live work.
- the notifications, task rules, and review expectations managers need.
First setup path
| Step | What to do | Guide |
|---|---|---|
| 1 | Plan the setup order and decide what must be ready before live work. | Setup overview |
| 2 | Set workspace basics such as agency profile, country or region settings, and locations. | General settings, country and region configuration, and Locations |
| 3 | Add users, create role profiles, review permissions, and confirm scope. | Users, roles, and permissions |
| 4 | Prepare Lead tracking and connected sources. | Lead sources, Integrations, and Number formatting |
| 5 | Create the first application workflows and stage names. | Pipelines and Pipeline stages |
| 6 | Add the fields and forms users need for student profiles and applications. | Fields, Student fields, Application fields, and Form templates |
| 7 | Add document types and checklists for repeatable stage work. | Document types and Checklists |
| 8 | Return to stages and attach requirements, approvals, movement controls, and role-specific forms. | Pipeline stages and Pipeline form management |
| 9 | Set reminders, task rules, business hours, and timing expectations. | Notifications, Automation, and SLA and Business Hours |
| 10 | Check oversight, security, and activity history before the team goes live. | Reports and oversight, Security and audit, and Audit Logs |
Go live checks
Before inviting the full team, test the main path with a small group.
- Can a sample user sign in, see the right location, and access only the work expected for their role?
- Can a user review a Lead and create or connect a student profile?
- Can a user create an application, choose the right pipeline, and move it to the next stage when requirements are met?
- Can a user upload or review a document from the correct student profile or application?
- Can a user create, assign, and complete a task?
- Can a manager open reports and review overdue work?
- Are notifications and task reminders going to the right people?