22 docs tagged with "settings"

Manage Acceptable Use Policies by school year, control the enrollment portal, and track parent and guardian acknowledgements.

Configure daily automation schedules, student and staff import behavior, guardian imports, grade level mapping, and automated notification settings.

Monitor the health and history of your district's automated tasks at a glance. Spot failing automations, review per-day activity, and drill into specific runs.

Step-by-step walkthrough of the rule list and Settings tab — naming a rule, picking a trigger, scoping to departments, and setting priority.

Configure POP3 or IMAP email importing for Help Desk Departments to automatically convert inbound emails into support tickets.

Set up Google Workspace or Gmail email importing using OAuth2 authentication to automatically convert inbound emails into Help Desk tickets.

Configure system-wide Help Desk behavior including portal availability, ticket auto-close rules, attachment security, and reply settings.

Overview of Help Desk Departments, which control ticket routing, email importing, auto-assignment, and administrator associations.

Overview of Help Desk Settings that control how support tickets are submitted, routed, and managed across your district.

Build the asset category tree, manage device models, statuses, insurance policies, and cases, and configure the district-wide inventory rules — all in one place.

Configure device models, statuses, checkout notifications, asset tag rules, insurance providers, and device case types in the Inventory tab.

Configure how invoices look and behave across your district — defaults shown on every invoice, the lifecycle statuses you track, and the catalog of pre-defined items billing staff add to invoices.

Enable and configure the Knowledge Base feature for your Help Desk, including public portal availability and ticket integration settings.

Create and configure Help Desk Departments including auto-assignment rules, email importing setup, custom fields, and department-specific settings.

Edit the Acceptable Use Policy text for a school year before any acknowledgements are recorded. Once signed, the AUP becomes locked.

Enable or disable feature modules for your district to customize which features are available to administrators.

Manage your administrator account settings including password, MFA, email signature, theme, default building, and display preferences.

Configure the Parent Portal and Family Portal to give guardians self-service access to invoices, online payments, AUP acknowledgement, and a consolidated view of every one of their students.

Configure recurring email reports — like a weekly Campus Summary for principals — that Manage1to1 sends automatically on a schedule.

Enable the warehouse module, configure transfer mode and reminders, create your first warehouse.

Decide when a canvas signature pad appears during device hand-off — by flow, recipient role, building, and grade range. Capture e-signatures from students, parents, staff, or admins with full audit metadata.

Configure single sign-on (SSO) providers including Google and Microsoft to control how users authenticate into Manage1to1.