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Navigating the Platform

How to use the navigation bar on OneUp

Overview

The navigation bar is used to navigate through the product and contains links to all parts of the platform. Items you may see here include:

  1. Dashboard

  2. Reports

  3. Competitions

  4. TV

  5. Coach

Additionally, on the far right of the main navigation menu you'll find:

Depending on your permissions, or the OneUp package you're using, you may not see all of these options.

Using the Navigation Bar

The Dashboard is your main landing page on the platform - clicking this at any time will bring you back to your Dashboard.

Reports is where you'll find all platform reports, including charts. Select Report Manager to view existing reports/charts, or create report and create chart to create new ones.

Competitions

Clicking Competitions will give you all of our gamification features, such as leagues, missions, and the leaderboard.

Selecting TV will give you the options to view your screens and your slideshows.

Choosing the Coach menu in the navigation bar will take you to the Coach page to manage your relationships, if you have Coach as part of your OneUp package.

You may see a lock symbol next to the Coach menu. This means you do not currently have Coach in your OneUp package, and selecting it will take you to a page where you can book a demo of Coach with our team.


Help icon

Browse our help centre for how-tos and best practice, or leave the OneUp team feedback via the help icon.

Global search

The search icon in the main navigation menu lets you quickly find any page or feature across the platform.

šŸ’” Keyboard shortcuts: Ctrl+K on PC or Cmd+K on Mac

Search results are scoped to what you have access to, including sub-pages within areas like Platform Settings.

Use the arrow keys to navigate results, and press Enter to go straight to the selected page.

Manage icon

Selecting the Manage icon on the far right, next to your profile picture or initials, is where you'll find platform management actions such as:

  • Managing targets

  • Automation configuration

  • Viewing platform Metrics and Dictionary mappings

  • Adding and managing Manual Data

  • Managing platform access (permissions, users, teams, SSO)

  • Organization settings (billing and other platform default settings)

Your profile

Find your user profile details and settings under your profile picture or initials. From here you can:

  • change your user details

  • change password

  • Control platform notification settings

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