20 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 -------------------...
0 comments • Last modified on 30 November 2023 in Documents
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...
0 comments • Last modified on 30 November 2023 in HR
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...
0 comments • Last modified on 7 March 2024 in Discover
Events: Admin overview
We will give you an overview of the admin area of the Event application. Navigate to Admin > Events, you will land on the Events admin panel where the configuration is separated into two sections...
0 comments • Last modified on 30 November 2023 in Events
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...
0 comments • Last modified on 30 November 2023 in HR
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 ...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
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 ---------------------...
News: Admin overview
Introduction The News application allows admins to set permissions for news channels and manage news articles within your intranet. The News application admin panel has a variety of configuration op...
0 comments • Last modified on 1 December 2023 in News
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...
0 comments • Last modified on 6 December 2023 in Reports
Polls & Surveys
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...
2 comments • 1 person liked this • Last modified on 6 December 2023 in Quiz, Polls & Surveys
Projects: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Projects application. As an admin, this is a great place to start to ensure that you and the team have appropriat...
0 comments • Last modified on 6 December 2023 in Projects
Expenses Admin
Introduction This guide will outline all the configurable options on the administrative side of the Expense application. In order for Expenses to be submitted these aspects need to be set up first, ...
2 comments • Last modified on 30 November 2023 in Expenses
Documents: Admin Overview
Introduction The admin side of Documents contains features that can be applied to display or configure specific information. Some of these areas are explained in their own User Guides. It is recomme...
0 comments • Last modified on 30 November 2023 in Documents
Policy Manager Admin
The Policy Manager Admin panel has a variety of configuration options. ----------------------------------------------------------------- Policy Permissions This section allows for users to adjust th...
0 comments • Last modified on 1 December 2023 in Policy Manager
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...
0 comments • 1 person liked this • Last modified on 16 December 2022 in InfoCapture
Documents Admin: Manage Documents List
This article is for application administrators of Documents. A sysadmin of your site can make you an administrator if you are not already. This means you can access the Applications > Admin > ...
0 comments • Last modified on 30 November 2023 in Documents
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 the experience. Below are some best practice tips for administrators or respo...
0 comments • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Quiz: Overview
Article related to version 8.7+ Included in this article Admin overview of Quiz Front-end overview of Quiz How to create a quiz View quiz statistics -------------------------------------------------...
0 comments • Last modified on 6 December 2023 in Quiz, Polls & Surveys
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 ...
0 comments • Last modified on 1 December 2023 in Pages
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...
0 comments • Last modified on 30 November 2023 in Beginner Guides