142 results found for tag 'user guide'
Driving Engagement with your End-Users (Post Site Launch)

This article is a guide for Intranet Administrators who have recently launched their site, and are considering how best to train and engage their end-users as part of the Claromentis Onboarding proc...

0 comments • Last modified on 5 February 2025 in Onboarding

Set Up An Approval Process In News

In the News application, administrators can set up an approval process per News channel. The feature allows you to assign select users as News Approvers for each news channel. Other users can submit...

0 comments • Last modified on 1 December 2023 in News

Discuss: Front-end overview

The Discuss application is a great tool for team and company collaboration. Admins can create discussion topics that are public or private for selected individuals or teams where conversation whethe...

0 comments • Last modified on 6 November 2025 in Discuss

InfoCapture scenario: Creating time-based triggers

Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...

0 comments1 person liked this • Last modified on 6 November 2025 in Advanced Guides

Infocapture Like button

Module description This module provides an admin panel which lists the InfoCapture projects in the system. When an admin selects one or more of these projects, and saves the config, those projects w...

0 comments • Last modified on 2 November 2022 in Marketplace & Custom

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...

0 comments • Last modified on 30 November 2023 in HR

Course and Module Validity Reminders

Overview In the Learning application, both Courses and Modules have configurable validity dates meaning that upon completion they will have to be re-taken in X amount of months/years. This guide wil...

0 comments • Last modified on 23 February 2024 in Learning & Courses

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)

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)

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 6 November 2025 in Beginner Guides

Documents: How to monitor files & folders

Users can monitor folders or files on the front end of the Document application. This means notifications will be sent if new files are added, updated, or deleted from it. Users will only be able to...

0 comments • Last modified on 6 November 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)

Creating Extranets Overview

The user permission group 'All registered' will include extranet users once they are created. Therefore any content across your site using 'All registered' will need to be altere...

0 comments • Last modified on 6 November 2025 in Extranets

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...

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

Learning Paths Overview

This guide will provide an overview of the Learning Paths feature in the Learning application. Learning Paths allow you to use content-focused aspects such as Courses, Events, and Quizzes, by linkin...

0 comments • Last modified on 1 December 2023 in Learning & Courses

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...

0 comments • Last modified on 28 September 2021 in People (Staff Directory)