148 results found for tag 'user guide'
Pages: Admin overview
The guide will provide an overview of the admin area of the Pages application. We will go through the following configuration options: Sites Permissions Components To learn more about the front-end ...
Create a New Org Chart
Requirements Before creating a new Organisational Chart you will ideally have configured your organisation structure correctly. It is not necessarily essential to do this but it makes the process ea...
Calendar: Admin overview
Application administrators of Calendar can access its admin side to manage all group or personal calendars created on the site and alter various configuration options. There are 3 tabs on the left s...
Org Chart Admin
In this article, you will be given an overview of the admin area of the Org Chart application. The Org Chart admin panel consists of two sections Org Chart List and Permissions ---------------------...
Discuss FAQ's
Can an unwanted post in a Discussion be deleted? Yes, posts and replies can be deleted by: - The 'admin' permission per Topic as set on the front end by a user with edit rights (Topic >...
Document Reports
Introduction Document reports can be accessed from the admin side of the application by administrators. There is an option to allow other users to run the reports from the front end who are not admi...
Documents: Permissions explained
This article details the permissions available in the document application and explains how to set these to inherit across directory levels. An application administrator of People can create People ...
Creating an Approval Process in Policy Manager
As standard, the Policy Manager has two statuses; Draft and Distribution. However, if needed, it is possible to add an additional two statuses between Draft and Distribution to allow for different l...
Documents: Creating a Folder
Creating folders requires specific permission to carry out. Application administrators of Documents can interact with the whole directory (and files within) from the Admin side of Documents, includi...
Embed an Instagram post in Pages
Getting Started Using the embed component for Pages you can display an Instagram post from your account. (A whole feed cannot be displayed as Instagram policy does not allow this; to get multiple po...
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...
How to add Google Document Link (Google Drive)
Overview Google Drive links can be stored in the Claromentis Documents application by following this guide. First, check your system has been configured with Google API allowing you to browse and se...
Setting Up the LDAP tool
This article will outline how to use the LDAP tool which sits in the System Panel from Claromentis 8.3+ This LDAP tool means you can connect your company Active directory to sync with your Claroment...
Setting up a Project
Article related to Projects version 2.0+ This article will cover the new features in Project 2.0 showcasing how to set up your project from the front-end, including how to define your team members a...
Create a Clickable Image in News
Overview: You may have a large image that is too big to display on the page but would like to enable the image to be clicked on to be presented in full size to the user. Here is a simple guide on ho...
How to Create a Training Event
In Claromentis, you can easily create an event as part of the Learning curriculum. You can do so by using the Events application and defining it as a 'Training Event'. Some example trainin...
Install or Update A Mobile App
Custom iOS & Android via Claromentis Apps You have a custom app for your company with its logo and branding. 1. Navigate to the dedicated URL for your app or go to app.claromentis.net then find ...
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...
Managing Tags
What are tags? Tags are a label in which you can associate a document, knowledge base article, news, e-learning courses, and policies within Claromentis. It helps to organise content with certain ke...