Access Groups
Use Access Groups to keep your data segregated, making certain records inaccessible to those who should not see them.
Accessing the itris Management Utility (IMU)
The itris Management Utility (IMU) is where various itris settings can be configured and managed.
Agent Tasks
The agent tasks are automated itris 9 tasks which will run in the background while you work.
Compliance | Auto-Generated Compliance
Use Auto-Generated Compliance to automatically apply compliance requirements to jobs based on Charge Type, Job Function, Industry …
Compliance | Compliance Templates
Compliance templates allow you to create pre-packaged templates of compliance which can be easily applied to a job or placement's …
Compliance Introduction
Compliance in itris provides the ability to ensure that applicants put forward for jobs, placed or extended, meet the legislative …
Data | Communications
Create different communication types used for telephone numbers, email addresses and web addresses that you might want within your …
Data | Currencies
Manage your multiple currencies and set conversion rates. This functionality is particularly useful if you are recruiting across …
Data | Custom Fields
Create and Manage Custom fields which are simply fields defined by you as an organisation to hold pieces of data of use to your …
Data | GeoLocations
The GeoLocations feature allows you to run accurate postal code radius searching, enabling you to search for records within x …
Data | Global Rates
Global Rates are predefined Rates that can be applied to Jobs and Placements, and can be updated en masse. They remove the need to …
Data | Industries
Create and manage Industries and Business Types which are functionality for grouping companies based on their business activities.
Data | Keywords
Keywords are effectively customisable tags which can be applied to records. Keywords are often used to note specific skills or …
Data | List Items
List items are the drop-down values you will find across the records in itris, and for each, you have new, edit and archive …
Data | Locations
Locations are a way of setting where applicants' work location preferences are. Additionally, addresses can be assigned a …
Data | Media
Media’s are used to record where an applicant has come from. Media's can be assigned at any point from creation to the submission …
Data Access Groups
Data Access Groups (DAGs) provide restrictions to Custom Fields and Attachments so that only users with the relevant access can …
Getting Started with New Users
Congratulations on your new starter(s)! This step by step guide will help you with getting them set up for their first day, from …
Getting Started with New Users (legacy)
Grid Columns
Throughout itris you will see data displayed in grids and you have the ability to both change which columns are displayed and …
Integrations | API
An API (Application Programming Interface) is software that allows different (3rd party) applications to talk to each other and …
Integrations | Broadbean
Configure the Integration between itris and Broadbean that allows users to post itris jobs through Broadbean’s job posting …
Integrations | Custom Integrations
Custom Integrations allows you to share (post) itris records directly to a 3rd party system using their API (an Application …
Integrations | LogicMelon
Configure the Integration between itris and LogicMelon that allows users to post itris jobs through LogicMelon’s job posting …
Integrations | OpenAI
Set the API details required for creating AI generated applicant summaries.
Integrations | SMS
Set up and manage the SMS Plugin integration with FireText.
Integrations | Webhooks
Webhooks allows itris to talk to the endpoints of 3rd party applications after a triggering event occurs in itris.
itris Id Portal
An itris Id is required to access an itris database, which is set up and managed via the itris Id Portal.
itris Launcher | Log in
itris is designed to be launched by the itris Launcher and not run directly. The itris launcher opens the login box that you will …
itris Launcher | Log in (legacy)
itris Preferences
itris preferences is where you can customise many aspects of how your itris displays or functions such as; linking your Outlook …
Personal Email Templates
Email templates are a great time-saver, particular for emails such as, interview confirmations that are sent regularly. In …
Quick Comments
The Quick Comments functionality allows you to add a comment to a record within two clicks, by selecting Quick Comment in the …
Search Templates
Templates save the search criteria that has been entered to be used again in a future search. These templates will undoubtedly …
Settings | General Settings
Configure and manage various settings impacting itris functionality, including emails, terms and compliance, in General Settings.
Settings | General Settings (legacy)
Settings | Mandatory Data
The Mandatory Data feature allows you to ensure the quality of your data by stipulating what information is important to have at …
System | itris Updates & Installers
itris regularly introduces new and improved features, and to gain access to these you will need to update.
System | itris Updates & Installers (legacy)
System | Licences
Licenses shows you all of the licences (both active and expired) you currently have installed on your database.
System | System Users
System users are not physical users of the system, they need to be created for certain tasks to run in the background of itris.
Templates | Email Templates (Global)
Global Email Templates are an efficient way to work with regularly sent emails, and provide an opportunity to set branding and …
Timesheets & Expenses Introduction
Adding timesheet and expense data against placements not only allows you to export that data for payroll purposes, it will also …
User Management | Data Access Groups
Create and Manage Data Access Groups (DAGs) which allow you to restrict access to Custom Fields and Attachments.
User Management | Permissions
Permissions are set on a per-user basis, allowing for flexibility between the user's roles.
User Management | Teams & Groups
Teams, User Groups and Access Groups are a way of organising your users and can help in areas such as reports, user selection and …
User Management | Users
User management is where you can create and manage the user accounts for your itris database.
User Management | Users (legacy)
Utilities | Email Notifications
Email Notifications allow users to set up a notification to send emails to selected recipients when Placements, Jobs or Company …
Utilities | SMTP Details
SMTP details are required for sending Email Notifications.
Word Templates
Word Templates are a great time saver, particularly for formatted CV templates and letters such as placement confirmations that …
