User Guide

Learn how to configure and use EduTeam

Basic concepts

These concepts provide the foundation for understanding how EduTeam is structured and how core features interact with each other.

Getting started

Understand key concepts and how to log in to EduTeam

Profiles

Configure your personal and company profiles

Managing users

Learn how to add new users

Configuration

These concepts explain how to get the most from EduTeam once you have control of the basics.

Core configuration

Learn how to configure the core system

Timesheet configuration

Learn how to configure the presentation and distribution of timesheets

Additional configuration

Learn how to configure additional areas of the system

Booking form configuration

Learn how to configure the presentation and distribution of booking forms

Day to day operations

The articles in this section explain how to manage your pipeline on a day to day basis.

Managing candidates

Learn how to onboard and manage candidates

Managing clients

Learn how to onboard and manage clients

Ensure compliance

Learn how to manage and ensure candidate compliance

Schedule activities

Learn how to schedule activities

Send booking forms

Learn how to generate and send booking forms

Generate timesheets

Learn how to generate timesheets

Managing contacts

Learn how to manage contacts

Analyse performance

Understand how to analyse and report on your consultant and agency performance