Configure Your Organization
TL;DR — Open Settings from the sidebar. Switch between the General (branding, contact info, language), Legal, Tags, Templates, Limits, Payments, API Keys, and Notifications tabs. Each tab is its own form with its own Save button — switch tab, edit, save. Some advanced settings (WhatsApp configuration, payment providers, feature toggles) are managed by the BrightStep team — ask if you need them changed.
Before you start
- Requires: Admin role.
- Most settings are organization-wide — changes apply across all campaigns. A few have campaign-level overrides (campaign branding overrides organization branding for that campaign — see Manage a Campaign → Branding tab).
Open Settings
- From the sidebar, click Settings (under the Admin group).
- The page opens on the General tab by default. Use the tab list (left rail on desktop, dropdown on mobile) to switch tabs.
Tabs at a glance
| Tab | What it controls |
|---|---|
| General | Org logo, primary color, contact email, WhatsApp number, country, default language |
| Legal | Terms of Service and Privacy Policy text shown to applicants |
| Tags | Tags you can attach to campaigns to organize them |
| Templates | Reusable workflow templates — see Manage Workflow Templates for the full guide |
| Limits | Maximum active applications per candidate |
| Payments | Bank accounts for receiving payments via bank deposit |
| API Keys | Tokens for external systems to call BrightStep |
| Notifications | Which notifications your team gets and through which channels |
A few tabs are managed by the BrightStep team and don't appear in your Settings: Features (which optional modules are turned on for your org), WhatsApp configuration, Payment Providers. Ask the BrightStep team if you need any of these changed.
General — branding, contact, language
The General tab bundles three forms — each saves independently.
Branding
| Field | What it does |
|---|---|
| Organization Logo | Upload your institution's logo. Shown in the dashboard header and on candidate-facing pages |
| Primary Color | Used for primary buttons, links, and accents across both the admin dashboard and the candidate experience |
This is your default branding. Individual campaigns can override it from the campaign's Branding tab.
Contact Information
| Field | What it does |
|---|---|
| Contact Email | Email address for general contact and notifications |
| WhatsApp Contact | WhatsApp number with country code (e.g. +212600000000). Used for outbound WhatsApp where enabled |
| Organization Country | Picked from the country list. Drives a couple of behaviors — most importantly, TVA on payment stages applies automatically only when the organization and candidate are in the same country |
Default Language
The Default Language dropdown sets the language used for organization-wide communications — email notifications and system messages sent to candidates and team members. Candidates may switch their own UI language; this is the default the system falls back to.
Legal documents
Two long-form text fields shown to applicants during the application process:
- Terms of Service — the rules applicants accept when applying.
- Privacy Policy — how applicant data is collected, used, and protected.
The Legal tab itself has two sub-tabs — Terms of Service and Privacy Policy — each with a single textarea. Save each sub-tab separately.
These texts appear on the public application pages, so they're candidate-facing. Keep them in plain language and review them with your legal team before publishing.
Tags
Create a small library of tags to categorize campaigns (e.g. Undergraduate, Graduate, International, Scholarship). Tags appear:
- In the Tags field of the create/edit campaign drawer.
- As filters on the Campaigns list, so you can quickly narrow to all Scholarship campaigns.
From this tab you can add, rename, or delete tags. Deleting a tag removes it from any campaigns that were using it; the campaigns themselves are unaffected.
Workflow templates
The Templates tab lists every reusable workflow blueprint in your organization. We've covered it in its own page — see Manage Workflow Templates for create / edit / delete and the slot-limit details.
Application limits
Restrict how many campaigns one candidate can apply to at once.
| Setting | What it does |
|---|---|
| Enable Application Limit | Toggle the limit on or off |
| Maximum Active Applications Per Candidate | The cap. Counts applications in draft, submitted, under review, accepted, or waitlisted status. Rejected and withdrawn applications don't count |
Useful when you offer many programs and want to stop one candidate from spam-applying. Leave it disabled if you want unlimited applications.
Bank accounts for payments
If your organization accepts bank-deposit payments (alongside or instead of online payment providers), configure the receiving accounts here.
- Click Add Bank Account in the Payments tab.
- Fill in the bank name, account name, RIB, and SWIFT/BIC code.
- Set the account's status (active / inactive) and save.
Candidates choosing the bank-deposit option in a payment stage see your active accounts and the reference instructions to use.
Online payment providers (Stripe, Payzone, etc.) are configured separately by the BrightStep team — they live in a tab that's not exposed in your Settings. Ask the BrightStep team to set one up for your organization. See Design a Workflow → Payment stages.
API keys
Generate tokens for external systems (a CRM, a data warehouse, an analytics tool) to call the BrightStep API on behalf of your organization.
- Create a key — name it after the integration that will use it. The full token shows only once on creation; copy it immediately.
- Revoke a key — deletes the token. Any external system using it stops working immediately.
- Scope — keys inherit the organization's data scope. They cannot do anything an admin user couldn't do via the UI.
Treat API keys like passwords. Never commit them to source control and never share them in chat. If a key leaks, revoke it and create a new one.
Notification preferences
Configure which events trigger notifications and through which channels (email, in-app, WhatsApp where enabled). The list of notifiable events covers things like application submitted, interview booked, payment received, invitation sent.
Toggles are per-event and per-channel — you can have, for example, application submitted trigger an email but not a WhatsApp message.
WhatsApp notifications only fire if your organization has WhatsApp messaging enabled (managed by the BrightStep team). The toggles still appear in the UI; they just have no effect until WhatsApp is enabled.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Settings is missing from the sidebar | You're signed in as Campaign Manager or Member | Settings is Admin-only — ask an Admin |
| Some Settings tabs are missing (Features, WhatsApp, Payment Providers, Job Queue) | Those are managed by the BrightStep team and not exposed in your Settings | Ask the BrightStep team to make changes |
| Branding changes don't appear on a specific campaign's public page | That campaign has its own branding overrides | Open the campaign → Branding tab; edit there. Or clear the campaign's branding to fall back to org-level |
| TVA isn't being added to payment stages | TVA only applies when org and candidate are in the same country | Confirm your Organization Country in General → Contact Information |
| WhatsApp toggles in Notifications have no effect | WhatsApp messaging isn't enabled for your organization | Ask the BrightStep team to enable WhatsApp |
| API key stopped working | The key was revoked, or the user who created it left the org | Generate a new key from the API Keys tab |
| Lost the full text of an API key | Tokens are shown only once on creation by design | Revoke the lost key, create a new one, update the integration |
| Tags I deleted are still showing on old campaigns | A small caching delay can persist for a short while | Refresh the campaign list. If still visible, the campaign may have a different tag with a similar name |