Setup
Basic navigation
- Accessing the platform
- Filtered lists
- Recent items
- Managing lists
- Selecting items from a list
- Printing
Permissions and Users
- Security
- Dynamic security
- Creating a new user
- Password reset
- Sending credentials to users
- Deleting a user or locking an account
Search engine
Exporting and Downloading
Reports
Emails
- Email and Bulk mailing
- Email archive
- Finding emails
- Downloading emails
- Creating and editing email templates
- Copying or deleting email templates
Workflows
Customizing your account
- Personal preferences
- Company preferences
- Customizing the homepage and dashboards
- Customizing a view
- Customizing the logo in the back office
- Modifying the items of a list
Forms and Views
- Forms and Views
- Types of view
- Creating new views
- Copying, editing or deleting views
- Finding views
- Subviews
Portlet
See all 80 articlesTranslations
API
- Introduction
- How to expose a view in the API
- Authentication
- REST - Example of read call
- REST - Example of read call with filter
- REST - Example of Save the Data using POST Call
Single sign on
- Introduction to single sign on in Altamira HRM
- Claiming your domain and configuring SSO
- Configuring single sign on
- Group synchonization
- Self provisioning
- Single sign on with Microsoft 365