46 docs tagged with "settings"

Define per-school-year fee policies, bulk-enroll students, and let families pay through the Parent Portal — every enrollment materializes into a standard invoice your existing payment flow already handles.

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

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.

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

One place to see every automation in your district (Smart Rules and Workflows) with its status, trigger, last run, and run count. Turn any automation on or off, or open it to edit.

Define and manage your district's buildings, schools, and physical locations in Manage1to1 to organize users, devices, and reporting by location.

Enroll all your existing students into an insurance policy at once — the yearly whole-program task — charging each student's premium and skipping anyone already covered.

Create and manage saved help desk replies (canned responses) that your team can insert into ticket replies and internal notes in one click, with automatic merge fields and per-department scoping.

Set up ClassLink single sign-on for Manage1to1, including the Sign in with ClassLink button and launching Manage1to1 directly from the ClassLink LaunchPad.

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

Use your own domain name to access your Manage1to1 instance instead of the default subdomain.

Create and manage custom fields on user, device, incident, and invoice records to track district-specific information such as funding sources, program participation, repair details, or purchase-order numbers.

Understand SPF, DKIM, and DMARC, and confirm your domain is set up so Manage1to1 email reaches inboxes instead of spam.

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.

Set up Microsoft 365 (Outlook / Office 365) email importing using OAuth2 authentication to automatically convert inbound emails into Help Desk tickets.

Choose how Manage1to1 delivers outbound email — the built-in service, or your own Google, Microsoft, or generic SMTP server with password or OAuth2 authentication.

Use a Manage1to1-managed forwarded address to receive ticket emails without setting up your own mailbox. Each Help Desk Department gets a unique address; messages sent there automatically become 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.

Silence expected "unknown column" import warnings for columns your SIS export includes on purpose, so the reminder stops repeating every cycle.

Configure incident notifications, flags, and statuses to control how device incidents are categorized and tracked across your district.

When a student has active insurance coverage on the day of an incident, the invoice automatically reduces by the policy's co-pay, percentage, and cap rules — with claim limits and an audit trail.

Charge students for insurance coverage automatically — assigning a policy raises a payable premium invoice, and you can give every new student a default policy on arrival.

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.

View your district's Manage1to1 license status, monitor active student counts, and configure alerts as usage approaches licensed limits.

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.

Choose which user profile fields must be on file before the Pre-Issuance Review panel shows "Complete" — the at-a-glance health indicator techs check before issuing hardware.

Pre-fund a repair credit balance for each user so device repair charges draw from it instead of billing the family — a simple self-insurance pot your district controls.

Warn your techs when a user has lost or replaced the same accessory or device type too many times in a rolling window, so repeat losses get a second look before you hand over another one.

Issue scoped access tokens for the Manage1to1 REST API and explore the interactive, always-current reference built into your instance.

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

Configure Manage1to1 to send outbound email through Google Workspace or Gmail using OAuth2 authentication, with no stored password and no IP allowlisting.

Configure Manage1to1 to send outbound email through Microsoft 365 (Outlook / Exchange Online) using OAuth2 authentication, with no stored password and no IP allowlisting.

Send Manage1to1 email from your district's own verified subdomain so your district has its own email delivery reputation, isolated from other districts.

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.

Single sign-on (SSO) options for Manage1to1, including Sign in with Google, Sign in with Microsoft, and Sign in with ClassLink.