149 results found for tag 'user guide'
Marketplace user directory sync - user guide
User Directory Sync User Guide Key points Our user directory sync module allows scheduled user attributes updates from three separate sources: Azure Active Directory, Okta Universal Directory and CS...
Calendar: Admin overview
Application administrators of Calendar can access its admin side to manage all group or personal calendars created on the site and alter various configuration options. There are 3 tabs on the left s...
Handover guidance for changes to your Intranet management team
Overview Working landscapes are dynamic and the members of your intranet management team are likely to change over time. New personnel will need to be trained to manage your site and any individual(...
Statistics overview
The Statistics application can be used to obtain a general overview of intranet usage (Claromentis 8.9+). The application provides analytical highlights of the main engagement metrics which include ...
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...
Custom Reports
Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...
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...
Events reports
There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will either need to be an application administrator o...
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...
Documents: Permissions explained
This article details the permissions available in the document application and explains how to set these to inherit across directory levels. An application administrator of People can create People ...
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...
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...
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 ...
How to set HR permissions
The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...
Org chart
Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...
Courses: Front-end overview
Introduction This article will provide an overview of the Courses (e-learning) application that can be found within our main Learning application. We will cover the following areas: Overview of ...