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Setup & Admin

  • Connect to Cloud Direct Service

    Pre-requisites Minimum Hardware requirements: Monitor with 1024 x 768 resolution (1280 x 800 or greater recommended) 1. Installation of the client software The client connection software can be downlo...

  • Add a New Influence User

    Add a New Influence User It is possible to create new Influence user very easily in the Influence Database. This guide explains how to add a new Influence user, and the various options available when ...

  • Add a new Influence Icon

    Add a new Influence Icon to your Desktop Adding a new influence icon to your desktop is something that you may need to do if you are installing a new PC or if you are using a new PC that has previousl...

  • Roles Restricted by Office

    If your Influence database is setup as a multi-office system, it is possible to restrict certain Role codes to certain offices. (Feature available after release 1.00.18.253) System Setup The new featu...

  • Limit Maximum Upload File Size Allowed

    From version 1.00.253 or later, it is possible to restrict the system and limit the maximum file size which can be uploaded into the database. This can be useful to prevent users dragging overly large...

  • User Access Control

    From Version 1.00.18.253 or later, a new User Access Control feature has been added. This controls access to certain features or facilities within the database. Setup Within Maintenance > Setup > ther...

  • Default Candidate Status

    Whenever you add a candidate record to your system it is assigned a Status by default. You can change the default status in the following way. i) Choose Maintenance > Setup > PArameters ii) Use File >...

  • Add a new Code (drop-down list)

    From time-to-time you may wish to add a new code to one of the code tables in Influence. Typical examples of codes you may wish to add are Business Type, Role Codes, Area Code, Client Status, Candidat...

  • Restrict access by IP Address/MAC Address (Direct only)

    It is possible to restrict logins to the database to a specific IP address or MAC Address. Once set only machines connecting from the specified IP address (or range) or with specified MAC addresses wi...

  • Compliance Type codes

    Compliance Type codes Sometimes it is useful to have several compliance items which are required for some clients, but not others. For example in a medical environment there may be certain checks & co...