Configure Edmissa
Set up the workspace settings that shape student recruitment workflows.
Configuration defines how your Edmissa workspace behaves. Admins should set up configuration before the team depends on daily workflows.
Setup overview
Plan the first setup pass before the team starts daily work.
General settings
Set the agency profile, contact details, website, address, and country.
Appearance
Customize logos, colors, typography, layout, theme mode, and advanced appearance settings.
Country and region configuration
Decide which settings need to change by market or operating region.
Users, roles, and permissions
Manage user accounts, role profiles, access levels, and data scope.
Locations
Set up branches or offices used for ownership, access, and reporting.
Number Formatting
Configure the reference numbers created for student profiles, applications, Leads, documents, tasks, and approvals.
Lead Sources
Track where Leads come from so teams can filter and report on source quality.
Universities
Browse QS World University Rankings 2025 reference data for student application planning.
Pipelines
Create the application workflow that users follow from start to outcome.
Pipeline stages
Configure the rules, requirements, approvals, access, and notifications inside each stage.
Pipeline form management
Choose which form template appears at each stage and for each role.
Checklists
Create repeatable task lists for stage work and application follow-up.
Form templates
Design the forms users see when they collect student and application details.
Fields
Create the student and application fields used in forms, filters, and reports.
Document types
Define the file categories your team collects and reviews.
Storage settings
Configure storage providers, upload rules, usage monitoring, and connection tests.
Notifications
Control when users are notified about workflow and task activity.
Notification Templates
Create and edit the messages Edmissa sends for notification events.
Integrations
Connect external tools and channels when supported by your workspace.
Automation
Set up repeatable actions that reduce manual follow-up.
SLA and Business Hours
Set timing expectations, business hours, and breach review for student agency work.
Security and audit
Review access, account protection, and activity history settings.
Password Policies
Set password strength, length, character requirements, and reuse rules for user accounts.
Session Policy
Configure timeout warnings, session limits, and extra checks for sensitive actions.
API Access
Manage tokens for approved external tools and integrations.
Rate Limits
Monitor active limits, blocked identifiers, cleanup, and approved reset actions.
Audit Logs
Review activity history, investigate changes, and export filtered audit results.