Mana

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How to bulk add your Teams (Centres) to an organisation

How to bulk upload educators into an organisation?

How to bulk upload Children into your Centres

How to add your Teams (Centres) into groups as an organisation

An overview of the key quality auditing features for Managers that oversee multiple services

How to understand quality auditing across services

How to find the Team ID

The integration between Xplor and Mana is designed to simplify your workflows by keeping family and child data up to date automatically.

How to Connect Xplor to Mana

If you need to transfer ownership of your Org to another user, follow the steps below.

How to Transfer Org Ownership

If someone on your team has accidentally created a separate centre plan (rather than creating their centre via your organisation's portal in Mana), here's how you can easily upgrade their…

How to link a Centre plan to your Enterprise plan in Mana

Understanding Mana's Restricted Mode feature and how to enable it across your Organisation and associated Teams

Using Restricted Mode

New centre added to your organisation? This article helps you add a new team on Mana within minutes so your staff at this new centre can start using Mana from…

How to add a new service to your organisation on Mana

Sithmi Rajapaksa

Anya

Hayden Rolls

Multiple-Centre Enterprise (Enterprise Plan) 

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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