Quick start
Choose the right first path for your Edmissa role.
Use this page when you are new to Edmissa and want the shortest path to the right guide. Your first steps depend on what you need to do in the workspace.
Choose your path
| If you need to... | Start here | Then read |
|---|---|---|
| Configure the workspace, add users, or prepare the team for live work. | Admin quick start | Setup overview |
| Review Leads, work with student profiles, move applications, collect documents, or complete follow-ups. | Counselor quick start | Daily Work |
| Monitor progress, workload, overdue work, and source quality. | Manager quick start | Reports and oversight |
First 10 minutes
- Read What is Edmissa? to understand the workspace.
- Review Key terms so the main labels are familiar.
- Confirm your role and what you are expected to do first.
- Open the role guide that matches your work.
- Use the linked Configure Edmissa, Daily Work, or Reports pages when you need details.
Role guides
Admin quick start
Prepare the first working setup before the team starts daily work.
Counselor quick start
Follow the daily path for Leads, student profiles, applications, documents, and tasks.
Manager quick start
Review team progress, workload, and follow-up quality.
Not sure which role fits?
Use the admin path if you change settings, add users, configure roles, or set up forms, fields, document types, pipelines, notifications, or automation.
Use the counselor path if you work directly with students, Leads, applications, documents, or follow-up tasks.
Use the manager path if you review reports, check overdue work, compare team workload, or look for process gaps.