Learning Goals
- Understand how to access and navigate FBO One.
- Learn how to create an account and manage passwords.
- Familiarize yourself with the main menu options
- Understand search techniques.
- Learn how to customize menu docking preferences and navigate between pages.
Content
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Accessing FBO One.
- Login and Passwords.
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Main Menu.
- Key menu features.
- Searching.
- Menu docking.
- Current page highlight
- Previously visited pages.
- Changing between FBO Locations.
- Creating new records.
- Key menu features.
Accessing FBO One
The following links can be used to access FBO One from all internet browsers and mobile devices (replace ***** with your FBO One given name):
https://*****.fbo.one - Live system. This is the production version of FBO One that is used for actual orders and invoicing.
https://*****.test.fbo.one - Test system. This is the test version of FBO One that is used for training and testing of new features and pricing. 'External' emails will only be sent to defined test emails (if set).
Login and Passwords
Log into FBO One using your username and password (this may be a group login shared between users). ‘Remember my login on this computer’ may be checked to save the login details for this device.
Forgot Your Password:
If you have misplaced or forgotten your password details, they can be retrieved by utilizing the 'forgot password' link found on the login page. For further instructions on how to recover your password, please refer to the information provided in this article.
If the 'forgot password' option is unavailable, kindly get in touch with your system administrator for assistance.
Change Your Password:
To modify the user password, navigate to the main menu and locate the option labelled 'Change password'. Please be aware that the current password will be necessary to proceed with the password update. Additionally, the new password may need to meet certain criteria for validation purposes, such as minimum length or inclusion of special characters. In the case of shared group accounts, individual user accounts and passwords will be necessary to execute the password change.
Main Menu
The main menu of FBO One is utilized for navigating between different pages within the system. To access the menu, click on the top left icon next to the 'OPS' title button, unless it is already open and visible.
Key menu features
Search Functionality
The primary menu provides a convenient search feature for all authorized pages within FBO One. The search results will be highlighted and categorized under the relevant menu group.
Please note: Clicking on the 'X' button will reset the search and collapse any expanded menu headers.
Tip: To open the menu and activate ‘Search menu’, use the keyboard shortcut "ALT +"
Menu docking
Enabling menu docking will ensure that the menu is always visible on all screens, facilitating easy navigation and page transitions. To enable menu docking, click on the icon located in the top right corner (to disable, click once again):
Please note: The menu will automatically dock upon login for all users.
Current Page Highlight
The current page open, will show in bold blue text blue background as a highlight.
Recently visited pages
Previously visited pages are stored in the 'Recently Used' menu header to facilitate easy access to previously opened orders/pages. This list will be automatically updated when visiting pages.
Switching between FBO Locations
FBO One offers the capability to manage multiple locations. All locations that the user has been granted access to will be displayed in the main menu under the 'Switch FBO' section. By selecting a specific location, the default Operations screen for that location will be loaded.
Note: Depending on user access ‘Switch FBO’ may not be shown in the main menu.
Creating new records
The menu header for creating new records in FBO One provides direct links to add new master data. These will be discussed further in later lessons but includes:
Please note: Each menu header (indicated by bold text) can be expanded by clicking anywhere on the line. To collapse any expanded menu headers, simply click once more.
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