149 results found for tag 'user guide'
People: Configure User Profile Fields
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction We will give you an overview of the Configure User Profi...
Course and Module Activity Reports
Overview In this article, you will be given an overview of the standard reports found in the Courses (e-learning) application. There are two different types of pre-made reports: Course activity repo...
People List
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...
InfoCapture scenario: Creating additional notification recipients
Introduction In our Discover tickets, you may have noticed the Additional Notification Recipients fields where additional users can be notified about a ticket via email. The Additional Notification ...
Power users
The article aims to show the Power Users feature in the People application. This feature will allow you to give certain users access to the People Admin panel on a more restrictive level. The inform...
Image gallery overview
This guide will provide an overview of the Gallery Image application from both the front-end and admin side of the application. We will cover the following topics: How to set admin permissions in im...
People: Phone List and Contacts
Introduction In this article, we will introduce the Phone List and Contacts features in the People application. ----------------------------------------------------------------- Phone List The main ...
Embedding Social Media
Embedding social media posts and feeds using the embed component can enhance user engagement, extend reach, and drive traffic. In this article, we will outline how to embed social media elements ont...
People: Moving a Profile Field
Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a newly created or existing field can be moved from its current location. Newly created fields tha...
Create a Calendar Event
The guide will cover how to create events in the Calendar application. For all available permissions & configuration options, make sure to read our Calendar: Admin overview. --------------------...
Edit The Application Menu
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In Claromentis, the Application menu defines the main areas/...
Documents Front End (General)
The front end of Documents will be used by the majority of end-users. Accessing the application they will be able to see all the folders, subfolders and files administrators have given them permissi...
Infocapture Statuses
While some InfoCapture projects' purposes are just for data collection, others may have a more comprehensive workflow to adhere to and in InfoCapture statuses define the stages tickets will mov...
Security Level in Documents
Overview It is possible to add an extra layer of security to files and folders in the Documents application that goes beyond the standard permissions that are already set, and gives or restricts acc...
Infocapture: Edit project properties
Creating a new form Watch the video above and follow along with it and this guide to familiarise the form creation process. From Admin > Infocapture an administrator of the application can create...
InfoCapture Project Permissions
Project Roles Head to Admin > Infocapture > Your Project > Project Permissions > Project Roles Project roles are the collections of users who have the same level of rights across the pro...
How to create an event
Introduction This guide shows you how to create social events in the Events application. With the correct permissions that have been configured from the admin side of the Events application, you wil...
Infocapture: Creating a new form
First create a new project From Admin > Infocapture a new project can be created (in which your form will reside in) Follow the guide here to fill out all the necessary information to create the ...
How to add HR tool admins
Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...