147 results found for tag 'user guide'
Projects progress bar v2.1+

The progress bar is a useful feature that can be used to display the current progress of project. Every time a task has been completed and ticked ✓, the progress bar will update team members on how ...

0 comments • Last modified on 15 May 2024 in Projects

License Requests

This article will cover what you need to include in your license request to get this processed. The license request form is used to apply any updates to your user license. Quote changes will be prov...

0 comments • Last modified on 8 August 2024 in Discover

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...

0 comments • Last modified on 1 December 2023 in Metadata

Category Expert

A Category Expert is a user with specialised knowledge in a particular category of the Knowledge Base application. In Claromentis, a Category Expert can endorse articles and answer category question...

0 comments • Last modified on 30 November 2023 in Knowledge Base

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. ------------------------------------...

2 comments • Last modified on 1 December 2023 in Components

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...

0 comments • Last modified on 1 August 2024 in People (Staff Directory)

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 ...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Embed Social Media on Pages

Displaying social media feeds or posts on Intranet Pages can make your site feel more familiar and current to your user base. It can also enhance user engagement, extend reach and drive traffic to y...

0 comments2 people liked this • Last modified on 7 October 2025 in Components

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...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Org chart

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...

0 comments • Last modified on 13 May 2022 in People (Staff Directory)

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...

0 comments • Last modified on 22 May 2019 in People (Staff Directory)

People List

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...

2 comments • Last modified on 1 December 2023 in People (Staff Directory)

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...

0 comments • Last modified on 21 June 2023 in Beginner Guides

Site Launch Templates 

This article is a guide for Intranet Administrators who are ready to launch their site to their end-users, and are considering how best to initiate this, as part of the Claromentis Onboarding proces...

0 comments • Last modified on 5 February 2025 in Onboarding

People: Phone List and Contacts

Introduction In this article, we will introduce the Phone List and Contacts features in the People application. ----------------------------------------------------------------- Phone List The main ...

0 comments • Last modified on 2 December 2024 in People (Staff Directory)

Documents: Creating Links

Document Links can be created across the directory from the front end (by users with 'Edit & Approve' permission) or the admin side (by application administrators of Documents) Links c...

0 comments • Last modified on 10 July 2025 in Documents

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...

1 comment • Last modified on 20 August 2024 in People (Staff Directory)

HR notification settings and reminders

Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...

0 comments • Last modified on 30 November 2023 in HR

Power users

The article aims to show the Power Users feature in the People application. This feature will allow you to give certain users access to the People Admin panel on a more restrictive level. The inform...

0 comments • Last modified on 23 June 2025 in People (Staff Directory)

Learning asset types

Introduction In Claromentis, there are several methods to get E-Learning content onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types...

0 comments2 people liked this • Last modified on 30 October 2024 in Learning & Courses