23 results found for tag 'administrator'
Documents: Assigning permissions on the front end
This guide shows how to update permissions on Folders and Documents from the front end. For more information on the permissions themselves and what each means, see our guide here. ------------------...
Private Notes in InfoCapture
Private notes allow users to add notes within InfoCapture projects which are only viable to particular users. This is useful in cases where certain users need to be able to communicate within a tick...
Polls & Surveys overview
The admin side & permissions This is a great place to start to ensure you and the team have all the necessary permissions to get started using this application fully. View all results: This enab...
Documents Admin: Manage Documents List
An application administrator of Documents can access Applications > Admin > Documents > Manage Documents to follow this guide. --------------------------------------------------------------...
Assigning Sysadmins (System Administrators) and Application Administrators
The article will guide you on setting up Sysadmins and Application Administrators. Sysadmins have the highest level of access to a site because they can make themselves or other users Application Ad...
Policy Manager: Admin Overview
Application administrators of Policy Manager need to set up the admin side of the application before it can be used. In particular, the category and default policy permissions tabs need to be config...
InfoCapture best practices: Investigative Tools
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators or responsib...
Org Chart: Admin Side
An application administrator of the Org Chart application can follow this guide. Head to Admin > Org Chart to open the admin side and the tabs explained below. Org Chart list This tab will list a...
Request a New Discover Account
Let us know in a support ticket If a new team member on your side requires Discover access, this can be requested by submitting a support ticket Choose the option shown below to flag your request: M...
InfoCapture best practices: Administrator top tips
InfoCapture is a substantial and powerful tool that can manage your information processes effectively when used correctly. We appreciate there is a lot to get to grips with in InfoCapture and its pa...
HR tool configuration options
Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...
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...
Give Access to the Reports Application
Step 1: Navigate to Admin > Reports If you don't have access to the Reports admin panel you need to ask your System Administrator to provide you with access to Report Admin Panel. Learn more...
Documents: Admin Side (General)
Only application administrators of the Documents application can access this area via Applications > Admin > Documents. 1. ERMS features These options can be changed depending on company needs...
Infocapture: Making changes to an established form
We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. An established form is one that has been in use for a period ...
Events: Admin Overview
Events Application administrators can access Applications > Admin > Events to configure its properties. Permissions & Settings Assign certain Users, Roles, or Groups to the permissions you...
Adding Google Fonts into CKEditor
Google provides a wide range of fonts that can be embedded onto other sites. In Claromentis these can be forced as the overall system font (explained here) or added in CK Editor to appear for select...
News: Admin overview
The admin side of News (applications > Admin > News) has a variety of configuration options: Channels & Templates Metadata Trash can RSS feeds Application administrators of News can follow...
Forcing a Google Font as the System Font
Google provides a wide range of fonts that can be embedded onto other sites. In Claromentis, these can be forced as the overall system font or added to CK Editor to appear for selection when creatin...
Projects: Admin overview
Application administrators of the Projects application can configure the admin side, ready for Projects to be created by users with permissions on the front end. This guide will detail all the optio...
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