Account Setup
Learn how to configure your school’s account, manage settings, and get started with your admissions workflow.
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Access & User Management
Sign in to OpenApply, manage staff users and permissions, keep your account secure with 2FA and control access to sensitive data.
- Controlling Access to Sensitive Data with Data Categories
- Accessing Settings
- User Permissions
- Creating your Staff Directory and Managing Users
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Sign-In & Security
How staff sign in to OpenApply, including Microsoft SSO, ManageBac+ accounts and two-factor authentication.
- Signing in to your OpenApply account (staff)
- Enabling Two Factor Authentication (2FA)
- Staff sign-in options: Microsoft SSO, ManageBac+ accounts and two-factor
- Microsoft SSO
- Signing in with ManageBac+ Accounts
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Customise Your Account
Set up your school in OpenApply: school settings, admissions preferences, logo and colours, campuses, nationalities and published pages.
- Configuring how Nationalities are Displayed
- Configuring Your Admissions Preferences
- Customizing your Logo, Layout & Colours
- Configuring your School Settings
- Publishing Pages
- Adding and Editing Campuses
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Customise Your Forms
Create, clone and edit enquiry and application forms: fields, layout, text, attachments and confidential recommendation questionnaires.
- Adding and editing fields on forms
- Attaching Files and Images to Forms via Hyperlinks
- Creating, Cloning & Disabling Forms
- Editing Form Layout and Text
- Questionnaire Forms for Confidential Recommendations
- Enable Application Form for Selected Applicants
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Years Levels & Programmes
Set up programmes, year levels, academic years and age-based grade limits.
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Customise Your Checklist
Build the admissions checklist families complete, including conditional checklist items.
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Events
Create events, tours, open days and interviews, set event types and forms, and let families book and subscribe.
- Custom Event Type and Event Form
- Scheduling an Interview
- Scheduling Events for parents in OpenApply
- Configuring Event Settings
- Creating and Editing Events
- Subscribe to Calendar
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Going Live
Implementation guide, testing checklist and the steps to take OpenApply live.
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