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Navigating the Platform
Navigating the Platform

How to use the navigation bar on OneUp

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster
Updated over 2 weeks ago

The navigation bar is used to navigate through the product and contains links to all parts of the platform. There are five main navigational items on the navigation bar:

  1. Dashboard

  2. Reports

  3. Motivate

  4. TV

  5. Manage

Additionally, the Settings icon is shown at the far right of the navigation bar.

🚨You may not see all of the below options - what you can see depends on your Permissions level. If you can't see something on the platform that you need to see, ask your account manager about giving you access 🚨

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.

  • Clicking Competitions will give you all of the options in our motivation suite, such as leagues, missions, and leaderboard.

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

  • Selecting Manage is where you'll find platform management actions such as:

    • Managing targets

    • Automation

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

    • Organization settings (billing, customization options including defaults)

  • Finally, selecting the 3 dots on the far right of the page will open up your settings menu:

Here you can view your metrics, use the dictionary and upload manual data.

Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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