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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 UserID

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

  • Add a new Influence Icon

    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 PC/Laptop that has previously been used by another user. The steps...

  • Task Journal Format

    Within Influence whenever you create a TASK, the system has a template which will pull-though certain information onto the TASK [Details] tab. This format is hard coded (built-in) to the system - but ...

  • Add KClient only

    Setting up a connection to Influence on your laptop is easy. You just need some basic info, an internet connection and a PC (Windows, *not* Apple Mac). (1) Install K7 Connector Install the K7 Connecto...

  • Alert Manager will not start - Fixes

    Usually when people login to their Influence database, the ALERT MANAGER will start-up automatically. If the alert manager will not start, or this has stopped happening there are a couple of easy thin...

  • How to Share a Group (Video)

    THIS IS A TEST ARTICLE ONLY - NOT FOR GENERAL USE - IF YOU HAVE FOUND THIS ARTICLE PLEASE INGORE IT. This article contains a link to a video showing how you can SHARE a Group. Click Here for Video Wat...

  • New KClient Icon (from scratch)

    Setting up a connection to Influence on your laptop is easy. You just need some basic info, an internet connection and a PC (Windows, *not* Apple Mac). The basic process is: - Install the K7Connector ...

  • Candidate Submission System / Cognito Forms - General Overview

    Overview A new feature has been added to Influence to allow the creation of a candidate submission form, where applicants can complete a form and then submit their details for inclusion in the databas...

  • Key Information Documents (KID) for Agency Workers

    New regulations come into effect from 6 April 2020. After this date all new agency workers must be given a ‘Key Information Document’ (KID) before agreeing terms with an employment business. For more ...