Clari Studio Overview

Clari Studio is where Admins can manage user access and forecasting permissions, configure fields and layouts, upload quotas, manage Views and Dashboards, and manage other key settings and administrative tasks.

This article covers the Clari Studio basics, navigation, and links to relevant docs.

Clari Studio Basics

When you click into Studio, you land on User Management (see the image below).

From here, you can provision users and invite them to Clari. 

Select the box next to a user (or users), then click Actions at the top right for a list of actions you can perform for that user or users: 

Learn more about User Management in this article. 

You can use the Action menu in all the other settings pages in Studio. Let's cover the other settings in the navigation section below.

Navigation

Use the menu in the top left to navigate to other pages in Studio. 

You can use the search tool at the top of the menu to navigate faster. Or, you can click into any page listed. 

Let's cover key points for a few of the most-used settings:

1. Integrations
2. Field Configuration
3. Forecast Configuration

Integrations

This is where you can connect your database, email, calendars, CRM, and other tools to Clari. 

Use the Expand button to the right to display connections under each topic. 

Learn more about integrating your Zoom, Email, and Calendar here. 

Field Configuration

This page is essential for all admin. Field Config is where admins can manage all the Salesforce fields in Clari.

Check out our Field Config Fundamentals University Course to get well-versed quickly!

Forecast Configuration

Forecast Configuration allows Clari Advanced Ops Admins to customize forecast tabs and columns. You can add, edit, and delete Forecast Fields. 

Check out this article to learn more about Forecast Configuration.