Docs›Getting started

Getting started

Register your consultancy and run your first workflow in minutes.

What you need

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A modern browser — nothing to install.

  • Chrome, Edge, Firefox, or Safari (recent versions).
  • Works on desktop, tablet, and phone.
  • Optional: install DanpheAbroad as an app from your browser for quick access.

Tip: No plugins or downloads are needed. Everything runs in the browser.

Register your consultancy

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Create your workspace and become its first admin.

  • Open the platform and choose Sign Up.
  • Enter your consultancy name and upload your business registration certificate.
  • Enter your name, email, and a strong password.
  • A platform admin reviews your submission — usually within one business day.
  • Once approved, sign in and you are the workspace owner.

Tip: No card or billing details are needed to register.

Set up your pipeline

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Configure lead and application stages to match your workflow.

  • Go to Settings → Pipeline to rename, reorder, or add stages.
  • Lead stages control the Kanban board in CRM → Leads.
  • Application stages control how applications move from submitted to enrolled.
  • Mark stages as Won or Lost to track conversion rates automatically.

Invite your team

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Add counsellors, branch managers, and finance staff with the right roles.

  • Go to Settings → Users & Roles and click Invite.
  • Enter their email and pick a role — the role decides which menus and actions they see.
  • They receive an invitation email to set their password and optionally enable two-factor authentication.

Roles at a glance

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Who can do what — owners, admins, counsellors, and finance.

  • Owner — full access, can manage subscription and billing.
  • Admin — manage users, branches, settings, and analytics.
  • Branch Manager — manage leads, students, and applications within their branch.
  • Counsellor — create and manage leads, students, and applications assigned to them.
  • Finance — invoicing, payments, refunds, and financial reporting.

Tip: Counsellors can preview the student portal to check what applicants see.

Search, shortcuts, and dark mode

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Get around faster with Ctrl+K search and theme switching.

  • Press Ctrl+K (or ⌘+K on Mac) to search across leads, students, applications, and invoices.
  • Toggle dark mode with the sun/moon icon in the header.
  • Install as a standalone app from the browser address bar for quick access.