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
  • Team management — Invite team members and assign roles
  • Campaign lifecycle — Create, design, publish, and manage admissions campaigns
  • Workflow templates — Build reusable workflow blueprints across campaigns

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

Configure Your Organization

Branding, contact info, language, legal documents, tags, limits, payments, API keys, notifications.

Manage Team

Invite team members and share access to your organization.

Manage Templates

Build reusable workflow templates for your campaigns.

Campaigns

Create and Publish a Campaign

Set up a new admissions cycle and make it live.

Design a Workflow

Define the stages candidates go through.

Build a Form

Create the questions, file uploads, and quizzes for a stage.

Configure an Interview Stage

Set up format, hosts, and rubric for an interview stage.

Manage a Campaign

Applications, managers, notes, branding, documents, invitations.

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