Clari Admin Capabilities Summary

As we continue to expand our admin functionality, you can find a summary list of admin permissions currently supported in the Clari Studio Modules in this article—including links to further learning.
 

1. User Management Overview

Admin permissions in User Management include:
 

• Changing a user's Clari Role (see Overview article)
• Changing a user's Clari Account Status (see Overview article)
• Provisioning Users
• Changing Forecast Access & Edit Rights
• User Impersonation
• Changing Admin Permissions
• Exporting User Management
• Revoking User Access & Reinstating Revoked Users

2. Saved View Management

Admin permissions in Saved View Management include:
 

• Sharing Views
• Reordering Views
• Renaming Views
• Hiding Views from the Opportunities Module
• Enabling/Disabling the Lens
• Deleting Views

3. Dashboard Management
 

Admin permissions in Dashboard Management include:
 

• Sharing Dashboards
• Reordering Dashboards
• Renaming Dashboards
• Deleting Dashboards

4. Quota Management
 

Quota Management allows you to upload Quotas to Clari in bulk.
 

5. Analytics & Data Science Management
 

The Analytics & Data Science Management Admin Module allows you to edit your stage-outcome mapping in Clari.