492 results found for ''
Bulk User Import and Generate Random Password via Email
This feature is available from Claromentis 8.13.17+. If you are on an older version please request an upgrade here. Overview In this guide, we will outline the process of Importing a CSV file to per...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Which People groups and/or roles is a user in?
User roles and groups are created and managed by People administrators. Roles and groups can be used in permissions to give access to content across the Intranet. It's really important to ensur...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
CSV: Expected Data Entry Per Field Type
When creating or updating user information with a CSV the system will expect data to be entered differently depending on the type of field. You can check your field's type in Admin > People ...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
CSV: Updating user profile fields
In this guide, we will outline the process of exporting & updating profile fields by importing a CSV file in the People application. Using this method will update any profile field you require a...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Export Limitations on Org Charts
I have a large org chart, why is the Export button greyed out? It is very likely that you are using a Chrome or IE browser which has a limit in terms of how large the area of the org chart can be co...
0 comments • Last modified on 1 December 2023 in Org Chart
User Password Reset by an Administrator of People
Introduction The length and strength of passwords on your site as well as the amount of incorrect attempts users get before their account is frozen is set by an administrator and explained here. A u...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Creating Skills Users Can Be Endorsed For
Introduction Skills can be set by administrators for end-users to attribute to themselves on the front end. These are completely customisable so has the potential to cover any skill utilised within ...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Uploading User Profile Photos using the People API
Overview This is a technical guide with an example of how to upload or update user profile photos in Claromentis using the People API. Requirements Claromentis v8.9+ with People API v2 Understanding...
0 comments • 4 people liked this • Last modified on 1 December 2023 in People (Staff Directory)
Password Recovery
How to recover the Claromentis password? If you have forgotten your password you can use the Forgot your password? link located at the login page of Claromentis, in order to receive an automatic ema...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Deleting a User
Deleting a user profile is a permanent action, once carried out the user's personal data cannot be retrieved. e.g. Policy acceptance, holidays taken etc People administrators have the ability t...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
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 ---------------------...
Set up Managers and Direct Reports
Although the org chart application is a stand-alone feature, it works alongside the People application to demonstrate organisation structure. In order to make sure the information the org chart is r...
0 comments • Last modified on 1 December 2023 in Org Chart
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...
0 comments • Last modified on 1 December 2023 in Org Chart
Change Full Name Format
Introduction The article covers how to change the way the system displays the names of users and contacts. The configuration is only available from the admin side of the People application. --------...
1 comment • Last modified on 1 December 2023 in People (Staff Directory)
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...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
People: Roles and Groups
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article provides insight into the Roles and Groups ...
0 comments • 3 people liked this • Last modified on 1 December 2023 in People (Staff Directory)
Password Policy
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This video aims to show the password policy on the admin sid...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
People: Phone List and Contacts
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction In this article, we will introduce the Phone List and Co...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
People List
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...
2 comments • Last modified on 1 December 2023 in People (Staff Directory)
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...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)