Learning Path: System Admins

Learning Paths
Reading Time:
2 min read

Your role

You set up and maintain the Clue system for your organization. You control who sees what, which modules are active, and how the system connects to Vista and other tools. This path takes about 60 minutes.

Start here

  1. First-Time Login Guide – Set up your account
  2. Company Profile Settings – Configure your organization name, logo, and defaults
  3. Organization Hierarchy and Sub-Organizations – Build your org structure and control data visibility
  4. Managing Job Titles – Create roles and set permissions for each
  5. Change Management: Modules, Features and Updates – Enable/disable modules, configure features, test on Beta
  6. Inviting a New Person – Add users and assign them roles
  7. Authentication and Single Sign-On – Set up SSO with Azure AD
  8. Audit Trail and Change History – Review who changed what and when

When you need it