01. Orientation and Roles
Understand the homepage layout and role differences.
Review the role-based quick reference matrix for Higher Education to learn what Account Admin, Instructor, and Student each see.
For a quick walk through, review the video guide called How to Navigate InStage as an Admin.
02. Account Setup and Settings
Create and manage accounts with flexibility.
Accessing the Platform:
Refer to Getting Started: Sign In Or Create Account for detailed steps for creating a new account or signing with an existing account.
View and Manager Users:
Refer to How Higher Ed Admins Can View and Manage Users with functionality to add, invite, modify users, and create and modify groups.
Keep track of Account licenses
Refer to License Usage by Status to track license usage, clarifying which stages consume a license and which do not.
Configure your organization's settings and preferences in the Admin Settings.
Access the audit log to view all actions and changes within your organization.
03. Profile Management
Keep user information up-to-date.
Add / Edit Users
Send Invite Emails
Confirm role-specific permissions (Admin, Instructor, and Student).
Archive inactive users (instructors and students).
Note: All roles can update their personal information and language preferences.
04. Enabled Modules
Review current modules.
Refer to module overviews:
Refer to the How-to-guides to set up your assignments:
Dispatch resumes and interviews to your students
05. Activity and User Management
Track activities and user engagement.
Refresh on the role-based quick reference matrix to learn what Admin, Instructors, and Students each see.
06. Support and Troubleshooting
Use Live Chat in the platform for immediate help.
Email [email protected] for escalations.
Reference common issues (login errors, missing modules, language problems).
Refer to Frequently Asked Questions.
07. Training Sessions
We're here to help if you need onboarding or extra support, have new joiners, or have a scheduled team meeting you would like InStage to be part of.
08. Platform Updates and Enhancements
Subscribe to our monthly InStage newsletter to get updates on new offerings and enhancements, by clicking here.
09. Cited References
Module Overviews:
Dispatch Resumes and Interviews