Accessing institutional settings
Go to Admin → Institutional Settings in the main navigation. Settings are organised into sections — use the left-hand menu to jump to the section you need.Institution name and branding
Your institution’s name and branding appear in applicant-facing emails and, if enabled, in the Puddin writing environment header.- Institution name — shown in invitation emails and review interfaces
- Logo — upload a PNG or SVG file (recommended size: 200 × 60 px) to display in applicant emails and the writing environment
- Primary colour — used as the accent colour in applicant-facing email templates
Email templates
Customise the content of the emails Puddin sends to applicants.
For each template, you can edit the subject line and body copy. Some fields — such as the applicant’s name, access link, and submission deadline — are inserted automatically using merge tags and cannot be removed.
To preview how a template looks to a recipient before saving, click Send Preview Email. Puddin sends a test version of the email to your account’s email address with example data populated in the merge tag fields.
Reviewer access and permissions
Control what users with the Reviewer role can see and do within Puddin Admissions.Reviewers can only ever access submissions assigned to them. These settings govern what functionality is available to them within those submissions — they do not expand access to unassigned submissions.
Notification preferences
Configure when Puddin sends automated notifications to your admissions team.- New submission — notify specified Admissions Officers when an applicant submits
- Reviewer completion — notify an Admissions Officer when a reviewer marks all their assignments as reviewed
- Submission deadline approaching — internal reminder to your team N days before a cycle’s submission deadline
- Automated applicant reminders — set the schedule for reminder emails sent to applicants who haven’t started or completed their statements (see Tracking Progress)
Data retention settings
Define how long applicant and submission data is stored in Puddin after a cycle closes. The default retention period is 3 years from the cycle close date. To adjust this, enter the number of years in the Retention period field and click Save. Your chosen period must comply with Puddin’s minimum retention requirements and your institution’s data protection obligations.Integration settings
If your institution uses a student information system (SIS) or CRM that integrates with Puddin, manage those connections here.- View connected integrations and their current status
- Revoke a connection if you need to disconnect a system
- Set up a new integration by following the guided setup wizard for your system
Managing administrator accounts
Administrators have full access to all Puddin Admissions settings and all cycles in your institution’s account.1
View current administrators
In Institutional Settings → Administrators, you’ll see a list of all users with Administrator access, including when their account was created and when they last logged in.
2
Invite a new administrator
Click Invite Administrator, enter their name and email address, and click Send Invitation. They’ll receive an email inviting them to create a Puddin account with Administrator access.
3
Change a user's role
Click ⋮ next to a user’s name and select Change Role to adjust their access level between Administrator, Admissions Officer, and Reviewer.
4
Remove an administrator
Click ⋮ → Remove User to revoke their access. This action cannot be undone without re-inviting the user.