19 results found for tag 'user'
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...
Blocked users
Blocked profiles mean that the user cannot log in to the site, they will not appear in the People application on the front end and no longer take up a license space. In other applications, their nam...
Managing a User sync
Follow the advice in this guide to effectively manage your sync (LDAP or User sync module) over time. Creating new accounts Editing account information (incl username & group changes) Resetting ...
Frozen/Locked accounts
Overview Users will have a certain number of attempts for incorrect credential entry as set by People administrators in the Password policy area. The attempts before the maximum will show the follow...
LDAP - Configure Profile Fields
Introduction Active Directory (AD) is a database that stores information about users and LDAP is a protocol that allows you to talk to it. A user profile field in your AD will have an attribute name...
Creating New Synced Accounts
There are two possible methods of user sync in Claromentis - the LDAP tool and the User Sync module. Read more about each below and how you can create new accounts using these methods. -------------...
Creating a new local user
User accounts can be created as long as license spaces are available. There are various methods of account creation in Claromentis. This guide will cover the manual creation of a single local accoun...
Policy Manager: Read & Accept
Some policies will only ever need to be viewed by your user base, so it's fine to only give users/roles/groups the 'view' permission and fulfil this purpose. For others, you may wish ...
User Management FAQ
Introduction Below is a list of questions which are frequently asked by Claromentis sales team and prospects looking for an Intranet solution. The article covers frequently asked questions about SSO...
Documents: Assigning permissions on the admin side
This guide shows how an Application Administrator can update permissions on Folders and files from the administrative side. For more information on the permissions themselves and what each means, se...
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...
Intranet vs Extranet perspectives: Who can see who?
The Intranet was created to centralise workforce services and boost engagement between employees. Two user perspectives within this exist - Intranet and Extranet users. Intranet users (also called P...
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...
People: Creating & using Skills
Skills can be created in the Intranet for users to attribute to themselves and give a proficiency rating. These appear on their profile for others to view in the 'expertise' field, and a s...
Exporting user information
Once your intranet has been in use and user information has been added to it over time, there may be situations where you need to get an overview of what has been filled out in fields across user pr...
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 ...
Editing user information
Within Claromentis, we promote a blended approach to managing user data, in that People administrators can update fields from the admin side of the application, and the user themselves can be allowe...
Holiday Planner: Creating a booking as a user
This guide will cover how users can create bookings in Holiday Planner. This relies on prior considerations by your team and the set-up of day types, user quotas, Zones and holiday groups. (Managers...
Synchronising users Information with third-party databases
There are 3 possible ways to get the user's information in sync with other databases, in which you need to decide which is the 'true' source. 1. LDAP Server Suppose you have Active Di...