Learning Path: System Admins

2 min read

Your Role

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

Company Settings Permissions Roles list with built-in and custom roles and assigned users

‍

Start Here

  1. Company Profile Settings
  2. Understanding Organization Structure
  3. Understanding Permissions and Roles
  4. Inviting a New Person
  5. Authentication and Single Sign-On
  6. Managing Module Visibility
  7. Change Management: Modules and Features
  8. Audit Trail and Change History
  9. Vista to Clue: What Data Syncs In
  10. Configuring Vista Integration Paramet
Company Profile settings with company name, address, phone, time zone and measuring units

‍

When You Need It

API Tokens tab in Company Settings Permissions listing active integration tokens

See it live

Get a Demo

Available on

Download on the App StoreGet it on Google Play