Getting Started with Clarity Administration
This section of the documentation focuses on your key responsibilities as an administrator for
Clarity. If you want to learn more about administering
Classic PPM, see Administering
Some key actions you are expected to perform while administering
- SetupClarityfor first time use: After you have installedClarityand setupClassic PPM, you need to enable theNew User Experiencenow rebranded asClarity. You also need to activate timesheets and setup timesheet attestation. For more information on how to perform these activities, see Setting UpClarity
- Configure Blueprints: As an application administrator or PMO content designer, you use blueprints to configure layouts for different types of investments. You can copy and configure blueprints that reflect the goals of various stakeholders in your organization. For example, you can create a marketing blueprint that includes the Target Segments and Pilot Launch Date fields and does not include the Staff, Tasks, Financials, and Assignments modules. To learn more about managing blueprints, see Getting Started with Blueprints.
- Setup Field-Level Security: You can implement Field Level Security inClarityto ensure you provide access to specific attributes or fields for specific user groups in Projects, Ideas, Custom Investment Items, and Custom Objects. Users who have access to the secured attributes can view them in both board and grid views. To learn more about setting up Field-Level Security, see Secure Field Level Access.
- Configure System Settings: You can use the System Settings page to customizeClarityto reflect your organization's branding by updating the header logo, the login logo, and theme colors. To learn more about configuring system settings, seeClarity: System Settings.
- Configure Custom Investments: You can configure custom investment objects with the same capabilities that they already enjoy using for projects and other non-project investments. To learn more about configuring custom investments, seeClarity: Configure Custom Investment Types.
- Set up SAML Authentication and API Keys: You can configureClarityon-premise to use the credentials issued by an IdP - that supports SAML 2.0. You can also generate an API key based on a user's credentials, access rights, and status settings. Use this method for integratingClaritywith other client applications or if you have SSO implementation forClarity. To learn more about SAML-Authentication and API Keys, seeClarity: Authentication and Keys.