Settings & administration

Preferences, security, workflows, modules, integrations, roles and permissions.

• Manage and run workflowsnewDescribe an automation in your own words, review the draft, publish it, activate it — and watch it run when something happens.
• Enable or disable a moduleOptional capabilities — Awards, Homestay, Public Trust, LNAT, Data Warehouse, Record Confidentiality, Customisable Dashboard — switched on per provider.
• Configure and disconnect an integrationnewSingle sign-on, Stripe, Twilio, DocuSeal, NZQA, NSI, TEC DXP and form requests — each configured per provider, tested from the card, disconnected from the same place.
• Manage staff roles and invite staffAdministrator, Manager, Facilitator, Viewer — and the one-time invitation that gives a colleague their own login.
• Your account: profile, password and two-factor authenticationUpdate your name and photo, change your password, and turn on an authenticator app.
• Display and notification preferencesLanguage, timezone, date format, theme, brand colour, font size, reduced motion — and which notifications you get.
• My Dashboard widgets and sticky tasksA private, customisable dashboard for the signed-in staff member.
• Prioritise personal tasks in the Eisenhower MatrixDo first, schedule, delegate, eliminate — a personal board for your own work.
• Address Finder and duplicate detectionTwo optional admissions tools: verified addresses on forms, and merging learners who were entered twice.