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Riskonnect University Agenda:
ClearSight Admin Basics: User & Client Administration

User Management

  • Users
  • User Groups
  • User Roles
  • Activity Monitoring

User Security

  • Security Groups
  • Security Permissions

Client Configuration

  • Clients
  • Lock Settings

Screen Configuration

  • User Fields with Role Filters
  • OFAC Contact Settings
  • Task Status Group Manager
  • Screen Labels
  • Codes and Lookups
  • Code Dependencies
  • Search Defaults
  • Forms
  • Views

Data Management

  • Matching Rule Configuration
  • Similar Entity Configuration
  • Contact Relationships
  • External Data Mapping Lookups
  • Task Template Manager

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 security groups and security permissions.
  • Manage clients and lock settings.
  • Manage screen configuration settings.
  • Manage screen labels, codes and lookups, forms and views.
  • Work with data management settings.

Program Description
The Administration Basics 1 course is ideal for new System Administrators. This 4-hour course is ideal for people who are responsible for the setup, configuration, and maintenance of your ClearSight user and client configuration 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

Location: Online
Course Length: 4 hour session
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: