Overview of Course: This course is designed to teach Administrators the basics of user management, permissions, and license administration in Clarizen.
- (0:27) Introduction to Managing People in Clarizen
- (1:25) Build “Permissions View”
- (3:53) Understand User States
- (11:55) Manage Licenses
- (13:55) User Permissions
- (17:04) Financial Permissions
- (22:57) Notification Preferences
- (26:52) Add New Users
- (30:57) Assign Job Title, Groups, and Skills
- (42:58) Discussion Groups
- (44:13) Manage Job Titles and Default Rates
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Additional Reference Materials:
Training videos needs to be updated as User Groups is no longer in the product and is confusing when trying to setup a new implementation.
Sorry, I did find user groups but it was off the screen and not as shown in the video. Still confusing when trying to follow the video.