148 results found for tag 'user guide'
Change Requests
This guide will cover the purpose of our change request and the information you will need to provide. The change request form is for: Custom work: This relates to any custom work you would like deve...
Metadata overview
Introduction Access the Metadata application by heading to Applications > Admin > Metadata. Metadata can be used to provide additional information and/or supporting information about content t...
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...
RSS Feature Overview
Introduction Claromentis offers an RSS Reader component that you can use on a page of your intranet. Any RSS feed made available by resources online can be used. ------------------------------------...
Password Policy
This guide & video aims to show the password policy on the admin side of the People application defining password reset dates and strength. Password Policy Navigate to Admin > People > Pas...
Documents: Uploading files from the admin side
Documents can be added to folders from the front end or admin side of the Documents application by users with the appropriate permissions to these areas. This guide will detail the steps to follow w...
How to use the HR tool from the front-end
Overview From the front-end, the HR tool can be accessed via the People application. Users will be able to see different information based on the permissions granted by the HR tool admin. This artic...
People: Adding a new profile field
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview In this article, we will look at creating a new field or met...
People: My Profile
Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a user can configure and update their own profile Steps 1. Users can access their profile from eit...
Create New Users
Introduction Depending on your license limit, you will be able to add as many users to the Claromentis system as needed. Here we will provide steps on how to add users where you have the option to e...
People: Skill Search
Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video showcases the Skill Search feature available in the people application. Enabling users to reach out to other staff ...
People: My Settings
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This article will provide an overview of the My Settings are...
How to Edit the Homepage
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview The guide will cover how to edit the homepage using the Page...
InfoCapture 'Thank You' Page
A 'Thank You' page can be created to display to users after they have submitted an InfoCapture issue. This is useful for showing a message customised with images, such as your corporate br...
How to create a Personal or Group Calendar
Introduction Administrators can create group calendars to manage events across the user base. Any user can create personal calendars only they will see on the front end, but there is the option to a...
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 ...
Documents: Admin Overview
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...
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...
Learning: Admin overview
Introduction In this article, you will be given an overview of the admin area of the Learning application The Learning application Admin panel has a variety of configuration options which can be fou...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...