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Setup & Admin

  • Connect to Cloud Direct Service

    Pre-requisites Minimum Hardware requirements: Windows 8 + (Windows 10 home or professional recommended) 8GB RAM (16GB Ram recommended) 100GB free disk space Monitor with 1024 x 768 resolution (1280 x ...

  • 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...

  • 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...

  • Groups - Integration with Campaign Monitor

    Groups - Integration with Campaign Monitor Campaign Monitor is an online emailing and marketing tool which can be used for mass communication with your customers and clients. It is possible to create ...

  • SSL on Cloud Direct

    To provide our customers with the latest encryption benefits of on Influence Cloud Direct, we will require you to make sure the client icon has been set to use encryption. This only applies if you are...

  • National Insurance, WTD and Pension Rates

    National Insurance, WTD and Pension Rates Within the Influence Professional system there are various placed where the system can show/calculate NI (National Insurance), WTD (Working Time Directive) an...