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CKEditor User Guide

CK Editor is the third-party tool Claromentis uses for content creation across the site. e.g. News, Knowledge Base, Blog, text components etc For help using CKeditor and to understand what styling o...

0 comments • Last modified on 30 November 2023 in Getting Started

User Licenses

What is a user license? When your site was purchased the number of users you would need will also have been discussed. Users can either be in the Primary Area or an Extranet. (Extranets are optional...

0 comments1 person liked this • Last modified on 17 November 2023 in Getting Started

Retrieving system information

System information gives a complete output of your site's overall version and the versions of applications installed on the system. When Claromentis requires an upgrade or you are reporting a b...

0 comments • Last modified on 30 November 2023 in Getting Started

How to Report System Errors

Introduction When something goes wrong in Claromentis, a system error is given which contains vital information for us to investigate. Reporting this alongside steps that led up to the error facilit...

0 comments • Last modified on 30 November 2023 in Getting Started

Management of Groups, Roles and Single Sign-On (SSO)

Summary During the onboarding process, it’s important that we discuss: How user accounts will be created and updated - do you want to use ‘local’ users, created within Claromentis or instead would y...

0 comments2 people liked this • Last modified on 30 November 2023 in Getting Started

Free Business Stock Photos

When producing content for your Digital Workplace such as News, Blog, and Knowledge Base articles, having the right images can really emphasise the message. What do if you don't have enough vis...

1 comment5 people liked this • Last modified on 30 November 2023 in Design

Themes for any occasion

Overview The Design panel is where different themes can be created. Themes are generally used to serve business purposes like providing an alternative look for extranet area users or an optimised vi...

0 comments • Last modified on 30 November 2023 in Design

Extranets FAQ's

Our article Creating Extranets goes over this process in detail I don't have the option to create an Extranet? Your site needs to have extranet user licenses available before an Extranet can be...

0 comments • Last modified on 30 November 2023 in Extranets

How to Add a Topic in Forums

How to add topics Go into Applications > Forums. You will then be displayed the Forum List, and its boards and corresponding categories. Navigate to a category that you wish to add a topic to, an...

0 comments • Last modified on 30 November 2023 in Forum

How to Create a Board in Forums

How to Create a Board in the Forum application Introduction The Forum application allows users to participate and contribute in discussions. With the use of permissions, there is complete control ov...

2 comments • Last modified on 30 November 2023 in Forum

How to Add a Category in Forums

How to Add a Category to a Board Go to Applications > Admin > Forums. To add a category, click on the Add Category icon to the left of the relevant board. The Create/Edit Category page will ap...

0 comments • Last modified on 30 November 2023 in Forum

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...

1 comment • Last modified on 30 November 2023 in Gallery

Favourite Images / Lightbox

Article related to version 8.7+ but relevant for earlier versions How to add images to 'My Favourites' formerly Lightbox Depending on which version of Claromentis you are using, this featu...

0 comments • Last modified on 30 November 2023 in Gallery

Submitting holiday request on behalf of user

A Holiday Manager has the ability to submit holiday request on behalf of another user within the Holiday group. A substitute manager also can submit a holiday request on a user’s behalf. For more in...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Cancelling or changing past holidays

Cancelling absence or holiday requests As a user, you can cancel previously booked holiday by following these steps. 1. Navigate to My Holidays then click on the Request history tab 2. Cancelation r...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Holiday Zones & Groups and Visibility Tricks

What are Holiday Zones? Zones are typically countries. It is important to set up a different zone for each country that you have users in because they will likely have different public holidays, dif...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Who's Out Component

The 'Who's Out' component is a handy tool that simply displays a list of who is out from the company/team that day and the following day. It pulls its data from the Holiday Planner to...

0 comments • Last modified on 30 November 2023 in Holiday Planner

What is 'My Team' in Holiday Planner

What is 'My Team' The concept of 'My Team' in Holiday Planner can be represented in two ways: 1. Users with the same holiday group manager If this option is selected, users with ...

2 comments • Last modified on 30 November 2023 in Holiday Planner

Approving a holiday request

The Manager of a holiday group will be notified of holiday requests by users within the group for them to action. Substitute managers will be notified instead in instances where the manager is on ho...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Creating a holiday request as a user

Overview In this article we will cover the following: How to request a holiday How to view your booked holiday & requests How to cancel a holiday This may be a useful article to share with your ...

1 comment • Last modified on 30 November 2023 in Holiday Planner