Accessing the itris Management Utility (IMU)

The itris Management Utility (IMU) is where various itris settings can be configured and managed.

User Management | Users

User management is where you can create and manage the user accounts for your itris database.

User Management | Users (legacy)

User management is where you can create and manage the user accounts for your itris database.

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 | Data Access Groups

Create and Manage Data Access Groups (DAGs) which allow you to restrict access to Custom Fields and Attachments.

Access Groups

Use Access Groups to keep your data segregated, making certain records inaccessible to those who should not see them.

Data Access Groups

Data Access Groups (DAGs) provide restrictions to Custom Fields and Attachments so that only users with the relevant access can …

Settings | General Settings

Configure and manage various settings impacting itris functionality, including emails, terms and compliance, in General Settings.

Settings | General Settings (legacy)

Configure and manage various settings impacting itris functionality, including emails, terms and compliance, in General Settings.

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 …

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 | Keywords

Keywords are effectively customisable tags which can be applied to records. Keywords are often used to note specific skills or …

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 | 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 | Locations

Locations are a way of setting where applicants' work location preferences are. Additionally, addresses can be assigned a …

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 | Industries

Create and manage Industries and Business Types which are functionality for grouping companies based on their business activities.

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 | GeoLocations

The GeoLocations feature allows you to run accurate postal code radius searching, enabling you to search for records within x …

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 …

Compliance Introduction

Compliance in itris provides the ability to ensure that applicants put forward for jobs, placed or extended, meet the legislative …

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 | Auto-Generated Compliance

Use Auto-Generated Compliance to automatically apply compliance requirements to jobs based on Charge Type, Job Function, Industry …

Utilities | SMTP Details

SMTP details are required for sending Email Notifications.

Utilities | Email Notifications

Email Notifications allow users to set up a notification to send emails to selected recipients when Placements, Jobs or Company …

System | itris Updates & Installers

itris regularly introduces new and improved features, and to gain access to these you will need to update.

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.

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 | Ked.io

Ked.io is a digital Compliance Screening platform that streamlines and digitises the verification processes. The integration …

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 | SourceWhale

Send itris records to SourceWhale to be included in Campaigns, and use the SourceWhale Chrome extension to add records to itris …

Integrations | Webhooks

Webhooks allows itris to talk to the endpoints of 3rd party applications after a triggering event occurs in itris.

Agent Tasks

The agent tasks are automated itris 9 tasks which will run in the background while you work.

Word Templates

Word Templates are a great time saver, particularly for formatted CV templates and letters such as placement confirmations that …

Grid Columns

Throughout itris you will see data displayed in grids and you have the ability to both change which columns are displayed and …

Data Exports

Being able to view detailed information within itris is important, however, having the ability to export data into a printable and …

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)

Congratulations on your new starter(s)! This step by step guide will help you with getting them set up for their first day, from …

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 is designed to be launched by the itris Launcher and not run directly. The itris launcher opens the login box that you will …