Riskonnect University Agenda:
ClearSight Admin Basics 1: Users, Security, Reporting and Communication Settings

USER ADMINISTRATION

  • Users, User Groups, User Roles
  • Activity Monitoring

SECURITY ADMINISTRATION

  • User Security
  • System Security

REPORTING / DASHBOARD ADMIN

  • Report and Distribution Settings
  • Dashboard Parts and Theme Manager

COMMUNICATION

  • News and Announcements
  • Broadcast Message
  • Email Addresses, General Settings and Email Template Manager
  • Child Template Manager
Email Us to REGISTER

Program Learning Objectives
Upon completing this course you will be able to:

  • Manage users, user groups and user roles
  • Use and manage activity monitoring
  • Manage user and system security
  • Configure reports settings
  • Manage dashboard parts
  • Manage News and Announcement articles
  • Configure Email / Communication settings

Program Description
This Administration Basics course is ideal for new System Administrators. This 4-hour course covers the setup, configuration, and maintenance of your ClearSight user, security and client configuration settings, and reports/dashboard parts and communication settings.

Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 3.25
Field of Study: Information Technology

For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org