User Guides
Guides based on type of user: Individual, Small Centre, Medium-Large Centre, Multiple-Centre Enterprise
By Marlon and 2 others3 authors29 articles
Small Centre (Room Plan)
Mana support for small centres/ kindergartens or single rooms
- Is the Room Plan right for me?Our Room Plan is designed specifically for smaller services or individual users with high usage.
- How do I upgrade to the Room Plan?
- Configure Team SettingsGuidance for Centre Managers on personalising Mana to your Centre and Team
- Manage Team Members
- Add Children and Mark Key Children
Medium-Large Centre (Centre Plan)
Mana support for large-medium single centres or enterprise teams
- Manage Your Members on an Enterprise Team AccountEffectively manage your team using an Enterprise account.
- Add, remove and manage childrenProcess of adding, removing and managing key children
- How to bulk upload children into your centre?How to bulk upload children into your centre.
- Reflect on current learning to plan a learning goalCritically reflect on current cycles of planning to begin a new cycle for a child using Coach Sue
- View the key educators assigned to childrenFor 'manager' roles on Mana to view key educators and children as assigned
- Configuring Team SettingsHow to select writing styles, philosophies, and frameworks that reflect your centre's documentation.
- How do I create i.e. add a new Centre?
- Understanding Roles in Centres
- How to add my Centre Philosophy?
- How to Access Invoices?
- How you can use your centre’s email account with multiple staff logins
Multiple-Centre Enterprise (Enterprise Plan)
Mana support for large organisations
- Create Your Enterprise Account
- How do I exclude an Xplor ID from syncing to Mana?Stop a particular Xplor child, room, educator or centre ID from syncing into Mana and safely handle a record that already exists.
- 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
- How to understand quality auditing across servicesAn overview of the key quality auditing features for Managers that oversee multiple services
- How to find the Team ID
- How to Connect Xplor to ManaConnect Xplor, choose whether each centre creates a new Mana team or maps to an existing one, then enable sync.
- How to Transfer Org OwnershipIf you need to transfer ownership of your Org to another user, follow the steps below.
- How to link a Centre plan to your Enterprise plan in ManaIf 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…
- Using Restricted ModeUnderstanding Mana's Restricted Mode feature and how to enable it across your Organisation and associated Teams
- How to add a new service to your organisation on ManaNew 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…