Training Courses

Introducing a New Series of Admin Training Courses

Lite Admin (Admin I)

Lite Admin
(Admin I)

The Lite Admin role allows org-level admins to delegate various management roles to other users, such as user management, Profile management, scheduling reports, and dashboards.
This course teaches you how to define role-based functionality, customize interface elements, and increase responsiveness to user requirements or feedback.

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Full Admin (Admin II)

Full Admin
(Admin II)

Prior Attendance to Admin I Encouraged

A user with Full Admin permissions is responsible for user security and managing how data is collected, shared, and presented both in and outside of Clarizen. This course teaches you how to manage and customize the use of that data.

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Introduction to Configurations (Admin III)

Introduction to Configuration Management
(Admin III)

Prior Attendance to Admin II Encouraged

In this course you'll learn about the building blocks of Clarizen's configuration engine: custom fields, workflow rules, validation rules, Interact, and custom actions. 

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