Navigating the Interface
Manage1to1's interface is designed to help you access information and complete tasks quickly. Understanding the layout, navigation patterns, and key features will make your daily workflow more efficient.
This guide covers the essential interface elements and how to use them effectively.
Interface Overview
The Manage1to1 admin interface consists of several key areas:
Main components:
- Header - Top bar with quick access tools (search, notifications, profile)
- Main Navigation - Left sidebar with links to all major sections
- Content Area - Central workspace where pages and data are displayed
- Breadcrumbs - Navigation trail showing your current location
- Page Actions - Buttons and tools specific to the current page
The Header
The header appears at the top of every page and provides quick access to essential tools regardless of where you are in the system.
Logo and Home
The Manage1to1 logo in the top left corner acts as a home button. Click it from anywhere to return to the main dashboard.
When to use:
- Return to dashboard after completing a task
- Get your bearings if you're deep in the system
- Start a new workflow from scratch
Flagged Incidents
The Flagged Incidents dropdown provides quick access to incidents that require immediate attention.
What it shows:
- Count badge indicating number of flagged incidents
- Dropdown list of all flagged incidents with names and dates
- Direct links to incident profiles
How to use:
- Look for the flag icon with a number badge in the header
- Click to open the dropdown
- Review flagged incidents in the list
- Click any incident to view its full profile
- "All caught up!" message appears when no incidents are flagged
When incidents are flagged:
- Staff manually marks incident as requiring follow-up
- Incident meets auto-flagging criteria (if configured)
- Incident status indicates urgent attention needed
Best practices:
- Check flagged incidents daily (or multiple times per day if busy)
- Clear flags promptly after addressing issues
- Use flags to coordinate work across support teams
- Train staff on when to flag vs. when to handle immediately
The flagged incidents count updates automatically, so you'll always see the current number of items requiring attention without refreshing the page.
User Menu
The user menu in the top right corner provides access to your account settings and logout option.
What it shows:
- Your first name as greeting ("Hi, [Name]")
- Your Gravatar or profile picture
- Dropdown with profile and logout options
How to access:
- Click your name or profile picture in the top right
- Dropdown menu appears with available options
Available options:
- My Profile - Access your account settings, password, and preferences
- Theme Toggle - Switch between Light, Dark, or Auto (system) theme
- Sign Out - Log out of Manage1to1
Dark Theme
Manage1to1 includes a dark theme option for reduced eye strain in low-light environments.
How to switch themes:
- Click your name or profile picture in the top right
- Click the theme icon (sun/moon) in the dropdown
- Select your preferred theme:
- Light - Default bright interface
- Dark - Dark background with light text
- Auto - Follows your system preference
Your theme preference is saved and persists across sessions.
My Profile
My Profile is your personal account management area where you control your login credentials, contact information, and system preferences.
Accessing My Profile
- Click your name or profile picture in the top right corner
- Select My Profile from the dropdown menu
- My Profile page opens with multiple tabs
Profile Tabs
Your profile is organized into tabs, each serving a specific purpose:
Information Tab
Your basic account information and contact details.
What you'll find:
- First Name and Last Name - Your display name throughout the system
- Email Address - Used for notifications and password resets
- Phone Number - Optional contact information
- Profile Picture - Managed through Gravatar (email-based avatar service)
How to update:
- Open the Information tab (default when opening My Profile)
- Edit any fields you want to change
- Click Save Changes
Profile picture notes:
- Manage1to1 uses Gravatar for profile pictures
- Upload a photo to Gravatar.com using your email address
- Picture automatically appears in Manage1to1 within a few hours
- Default avatar shown if no Gravatar configured
Security Tab
Controls for your password and authentication settings.
What you can change:
- Current Password - Your existing password (required to make changes)
- New Password - Set a new password
- Confirm Password - Verify your new password
- Multi-Factor Authentication - Enable/disable MFA (if available)
How to change your password:
- Click the Security tab
- Enter your Current Password
- Enter your New Password
- Re-enter new password in Confirm Password field
- Click Save Changes
Password requirements:
- Minimum 8 characters (12+ recommended)
- Mix of uppercase and lowercase letters
- Include numbers and symbols
- Different from previous passwords
- Unique to Manage1to1 (don't reuse from other systems)
Multi-Factor Authentication (MFA):
If your district has enabled MFA, you can configure it here:
- Click Enable MFA button
- Scan QR code with authenticator app (Google Authenticator, Microsoft Authenticator, Authy)
- Enter verification code from app
- Save backup codes in secure location
- MFA will be required for all future logins
Best practices:
- Change password every 90 days (or per district policy)
- Never share your password with others
- Use a password manager to generate and store strong passwords
- Enable MFA if available for enhanced security
- Keep backup codes in secure location separate from your phone
If you lose access to your MFA device, contact your district administrator immediately. They can temporarily disable MFA so you can regain access.
Preferences Tab (if available)
Personal preferences for how you interact with Manage1to1.
Common preferences:
- Default Landing Page - Which page loads when you log in
- Date Format - How dates are displayed (MM/DD/YYYY vs DD/MM/YYYY)
- Time Zone - Your local time zone for timestamps
- Email Notifications - Which notifications you receive
- Table Display - Default number of rows per page in tables
Note: Available preferences depend on your district's configuration.
Main Navigation
The left sidebar provides access to all major sections of Manage1to1. Navigation items displayed depend on your assigned permissions.
Navigation Structure
Primary sections appear as main menu items:
- Users
- Devices
- Carts
- Incidents
- Support Center
- Billing
- Reports
- Administrators
- Settings
- Activity Log
Sub-items appear when you click a primary section:
- Example: Clicking "Devices" expands to show "View Devices", "Add Device", "Rapid Check-Out", etc.
Navigation Behavior
Collapsed state (default):
- Only icons visible to save screen space
- Hover over icon to see full menu text
- Click icon to expand section
Expanded state:
- Full menu text displayed
- Sub-items visible under parent sections
- Click section to collapse
To toggle collapsed/expanded:
- Click the menu toggle icon (usually top left near logo)
- Preference typically saved for your session
Finding What You Need
If you can't find a menu item:
- Check that the section isn't collapsed (expand it)
- Verify you have permission for that feature (contact admin if needed)
- Some features are sub-items - click parent section to reveal them
Keyboard navigation:
- Use Tab key to move between navigation items
- Press Enter to activate selected item
- Press Escape to close expanded menus
Breadcrumbs
Breadcrumbs appear at the top of the content area and show your current location within the system hierarchy.
Example breadcrumb trail:
Settings > System Settings > Email Templates Tab
What breadcrumbs tell you:
- Where you are in the system
- How you got there (navigation path)
- Where you can navigate back to
How to use breadcrumbs:
- Look at the breadcrumb trail to understand context
- Click any breadcrumb level to jump back to that page
- Use breadcrumbs instead of browser back button for faster navigation
When breadcrumbs are most useful:
- Deep in multi-level settings
- Editing nested configurations
- Want to jump back multiple levels
- Need to understand page hierarchy
Page Actions and Buttons
Most pages include action buttons specific to the page's purpose.
Common Button Patterns
Primary actions (prominent buttons):
- Add [Item] - Create new record (user, device, invoice, etc.)
- Save or Save Changes - Commit changes to database
- Search or Filter - Apply search/filter criteria
- Export - Download data as CSV or other format
Secondary actions (less prominent buttons):
- Cancel - Discard changes and return to previous page
- Reset - Clear form fields to defaults
- Back or Return - Navigate to previous page
Destructive actions (warning colors):
- Delete - Permanently remove record (usually requires confirmation)
- Disable - Deactivate record without deleting
- Clear - Remove data from field or selection
Button States
Enabled (active):
- Normal color, clickable
- Performs action when clicked
Disabled (inactive):
- Grayed out, not clickable
- Usually disabled because required fields are empty or action not permitted
Loading (processing):
- Spinner or "processing" indicator
- Prevents duplicate submissions
- Wait for action to complete
Tables and Data Display
Most data in Manage1to1 is displayed in tables (users, devices, invoices, etc.).
Standard Table Features
Column Headers:
- Click to sort by that column (ascending/descending)
- Some columns support filtering
- Drag columns to reorder (on some tables)
Search Box:
- Usually above table
- Searches across all visible columns
- Updates results as you type
- Clear with X button or by deleting text
Pagination:
- Shows number of results per page
- Navigation arrows to move between pages
- Jump to specific page number
- "Show X entries" dropdown to change page size
Row Actions:
- Icons or buttons on right side of each row
- Common actions: View, Edit, Delete
- Hover to see tooltip describing action
Customizing Table Display
Show/Hide Columns:
- Look for Columns button above table
- Click to open column selector
- Check/uncheck columns to show/hide
- Changes saved automatically for future visits
Filtering:
- Use filter dropdowns (Building, Status, etc.)
- Select criteria
- Table updates to show only matching records
- Clear filters to see all records again
Exporting Data:
- Look for Export button above table
- Select format (usually CSV)
- File downloads with current filtered data
- Open in Excel or Google Sheets
Common Interface Patterns
Form Fields
Required fields:
- Marked with asterisk (*)
- Must be completed before saving
- Validation error appears if left empty
Optional fields:
- No asterisk
- Can be left blank
- Provide additional context when completed
Dropdown selections:
- Click to see available options
- Type to filter long lists
- Some support multi-select
Date pickers:
- Click calendar icon to open
- Select date from calendar
- Or type date in required format
Checkboxes:
- Click to toggle on/off
- Some used for multi-select lists
- Others for yes/no options
Status Indicators
Color-coded statuses:
- Green - Active, available, completed, paid
- Yellow/Orange - Warning, pending, in progress
- Red - Error, overdue, damaged, lost
- Gray - Inactive, disabled, archived
Badge indicators:
- Number badges show counts (flagged incidents, notifications)
- Status badges show current state (Active, Checked Out, etc.)
- Color indicates urgency or category
Confirmation Dialogs
When you see a confirmation:
- Read the message carefully
- Verify you want to proceed
- Click Confirm to continue or Cancel to abort
- Action executes immediately after confirmation
Actions that require confirmation:
- Deleting records
- Bulk operations affecting many records
- Irreversible changes
- Financial transactions
Keyboard Shortcuts
While Manage1to1 is primarily mouse/touch-driven, some keyboard shortcuts can speed up your workflow:
General navigation:
- Tab - Move between form fields and buttons
- Shift + Tab - Move backward through fields
- Enter - Submit forms or activate buttons
- Escape - Close popups and dropdowns
Form editing:
- Ctrl/Cmd + S - May save forms (browser dependent)
- Ctrl/Cmd + Z - Undo text changes in fields
- Ctrl/Cmd + A - Select all text in field
Table navigation:
- Arrow keys - Navigate between cells (on some tables)
- Page Up/Down - Scroll through long lists
Keyboard shortcuts may vary by browser and operating system. These are general guidelines.
Responsive Design and Mobile Use
Manage1to1 works on phones and tablets, but the experience is optimized for desktop/laptop use.
On mobile devices:
- Navigation collapses to hamburger menu
- Tables scroll horizontally
- Some features simplified for smaller screens
- Portrait orientation recommended for most tasks
Best practices for mobile:
- Use for viewing information and quick lookups
- Avoid complex data entry on small screens
- Use desktop for bulk operations, reporting, configuration
- Mobile great for checking device status, viewing user profiles, checking flagged incidents
Tooltips and Help
Hover over icons, buttons, and labels to see helpful tooltips.
Tooltip locations:
- Icon buttons (what the icon does)
- Status indicators (what status means)
- Column headers (what data is shown)
- Form field labels (what information to enter)
Documentation links:
- Look for ? icon or Help button in header
- Click Documentation link in user menu
- In-page help links on complex features
Common Interface Questions
Q: Why don't I see all the menu items mentioned in documentation? Your access is controlled by permissions assigned to your role. You'll only see menu items for features you have permission to use. Contact your district administrator if you need access to additional features.
Q: Can I customize which columns appear in tables? Yes! Most tables have a Columns button that lets you show/hide columns. Your preferences are saved automatically.
Q: Why did my session log out automatically? For security, sessions expire after a period of inactivity (typically 30-60 minutes). Save your work frequently and log back in when needed.
Q: How do I know if changes were saved successfully? Look for a success message (usually green banner at top of page) confirming the save. If you don't see confirmation, check for error messages and try again.
Q: Can I open multiple Manage1to1 pages in different tabs? Yes, you can open multiple tabs and work in different areas simultaneously. Just be careful when editing the same record in multiple tabs - the last save will overwrite earlier changes.
Q: What if I accidentally delete something? Most critical records (users, devices) cannot be deleted if they have associated history. If you delete something by mistake, contact your administrator immediately - some actions can be recovered.
Q: Why is a button grayed out and not clickable? Buttons are disabled when the action cannot be performed - usually because required fields are empty, you lack permission, or the current state doesn't allow that action.
Q: How do I change how many rows appear in a table? Look for the "Show X entries" dropdown above the table (usually top left). Select your preferred number of rows per page.
Q: Can I rearrange the order of navigation menu items? No, menu order is fixed by the system. However, you can use search or bookmarks to quickly access frequently used pages.
Q: Does Manage1to1 work on all browsers? Manage1to1 works best on modern browsers: Chrome, Firefox, Safari, and Edge. Internet Explorer is not supported. Keep your browser updated for best performance and security.
Tips for Efficient Navigation
Do:
- Learn keyboard shortcuts for tasks you perform frequently
- Use breadcrumbs to navigate back through levels
- Bookmark frequently used pages in your browser
- Customize table columns to show only data relevant to your workflow
- Use the logo to quickly return to dashboard
- Check flagged incidents regularly
- Log out when finished, especially on shared computers
Don't:
- Use browser back button (use breadcrumbs or navigation instead)
- Keep unnecessary browser tabs open (affects performance)
- Ignore error messages or validation warnings
- Click buttons multiple times if system is processing
- Forget to save changes before navigating away
- Work on critical tasks when connection is unstable
Understanding the interface helps you work more efficiently and confidently. Take time to explore the features mentioned here, and you'll quickly develop workflows that match your role and responsibilities.