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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...

  • 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 ...

  • Control field visibility

    Within the Influence database it is sometimes useful to control the visibility of fields, so that SOME users can see the field, whereas other users do not see the content of the field. This is possibl...

  • 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...