Quick Start for Administrators
Five steps to get your organization configured and your first campaign live. Each step links to the deeper guide if you want all the detail.
Configure your organization
Open Settings from the sidebar. In the General section, set your organization logo, primary color, contact email, WhatsApp number, organization country, and default language. Each form saves independently.
Optional but recommended next: fill in Legal documents (Terms of Service and Privacy Policy) so applicants see them during the application process.
Invite your team
Open Team Members from the sidebar (admin section). Use the inline invite form at the top of the page: enter an email address, pick a role (Member, Campaign Manager, or Admin), and click Generate Link. BrightStep emails the invitation automatically — you can also copy the link to share through another channel.
Create a campaign
From the sidebar, open Campaigns and click + Create Campaign. Give the campaign a name (e.g. Fall 2026 Admissions) — the slug auto-fills. Optionally pick a program, dates, tags, and a workflow source. Submit. The new campaign starts in Draft.
Design the workflow
Open the campaign you just created and switch to the Workflow tab. Create the workflow, then add stages in the order candidates will go through them — Form, Interview, or Payment. For Form stages, use Build Form to add the actual questions; for Interview stages, configure the format and assign interviewers (and optionally a rubric).
Publish and share
In the campaign header, click Publish. The status flips to Published and the public application link goes live. Use Copy Link in the same header to grab the full URL (it includes a required ?org= parameter — share the full URL, not a stripped version) and Send Invitations to email or WhatsApp the link to candidates directly.