July & August 2026 Help Center Updates

July 2026

Updated Articles	New Articles
Auth0 for Clarity Human Services: Toolkit	Calendar and Scheduling Appointments (New Clarity Interface)
BYOBI - Data Analytics Toolkit	Clarity Human Services: August 2026 Feature Updates
California DHCS-BHSA HMIS Project Set-up Instructions	Client Portal Functionality in the Clarity Calendar (New Clarity Interface)
Clarity Human Services Operational API	Migrating from Clarity XML to Clarity CSV
Clarity Human Services: August 2026 Feature Updates	Overnight Unit/Bed Drop-Ins
Clarity Human Services: June 2026 Feature Updates	Program Goals (New Clarity Interface)
Clarity New Interface: Weekly Release Notes	Staff Member Account Settings (New Clarity Interface)
Client Record Overview (New Clarity Interface)	[STFF-107] Staff Details Report
Completing an Assessment in the Client Record (New Clarity Interface)	The Merge Module
Connecting Your BI Tool to Clarity Data	The Staff Inbox and Secure Messaging (New Clarity Interface)
Creating and Managing Program Enrollments (New Clarity Interface)
Dashboard: Subscription Details
DIT API Credentials
Importing Data Using the API Import Tool
Importing Data Using the Data Import Tool (DIT)
Introduction to Creating and Managing Agencies
Inventory Sites
Rights Glossary for Access Roles
Single Sign-On and User Provisioning
Staff Member Account Settings (New Clarity Interface)
System Advanced Options: System Labels

August 2026

Updated Articles	New Articles
Access Role Seat Types	BYOBI - Creating Views in your Reader
Agency Exceptions	Clarity Human Services: October 2026 Feature Updates
BYOBI - Data Analytics Toolkit	Client Portal: Mass Send/Request
Clarity Human Services Operational API	Client Record Overview: Mobile Responsive Screens (New Clarity Interface)
Clarity Human Services: August 2026 Feature Updates	Client Reports (New Clarity Interface)
Clarity Human Services: October 2026 Feature Updates	Current Living Situation (CLS) Assessment Guide
Clarity New Interface: Weekly Release Notes	Global Referrals: Dashboards
Client Record Overview (New Clarity Interface)	How Do I Work with Program Charts (New Clarity Interface)
[CLNT-102] Client History	Workspace Interactions (New Clarity Interface)
Connecting Your BI Tool to Clarity Data	Report Library Release Notes Update - August 25, 2026
Creating and Editing Service Items	Tabbed Dashboards
Creating and Managing Program Enrollments (New Clarity Interface)	The Attendance Module (New Clarity Interface)
Customer Portal: Client Portal and Client Portal Card (New Clarity Interface)	The Clarity Human Services Help & Support Widget (New Clarity Interface)
Customer SQL Data Model	The Passport Standalone Attendance Module (New Clarity Interface)
Dashboard and Look Usage Policies	Using the California BHSA Chronically Homeless Data Analysis Fields
[GNRL-106] Program Roster
[GNRL-220(-AD)] Program Details Report
[HUDX-111] HUD CSV / XML Program Data Export
Introduction to Sharing Client Data
Inventory Dashboard
Inventory: Buildings
Inventory: Sites
Inventory: Units
Location Tab Overview (New Clarity Interface)
Looker Reporting Best Practices
LSA FAQ and Troubleshooting
Making and Managing Reservations
Making Client Data Private (New Clarity Interface)
Overnight Unit/Bed Drop-Ins
Program Setup: Charts
Recording and Editing Service Items in the Client Record
RHY, SSVF, GPD, and YHDP Reporting - [HUDX-111] HUD CSV/XML Program Data Export
Rights Glossary for Access Roles
Sharing Departments
Single Sign-On and User Provisioning
[STFF-104] Specification Details
[STFF-104] Staff Client Data Activity Report
System Advanced Options: Navigation Profiles
System Notifications
The Merge Module
The Units/Beds Tab (New Clarity Interface)
[UNIT-102(-AD)] Unit Client Detail - Referral
[UNIT-103(-AD)] Unit Client Detail - Enrollment
Using HTML/Markdown to Enhance Dashboards
Working with Sharing Groups

Archive Notes for August 2026

Article Archived	Date Archived	Reason
System Advanced Options: Two-Factor Authentication	08/31/2026	Replaced functionality with Auth0
Two-Factor Authentication	08/31/2026	Same as above

Published: 10/16/2026

July & August 2026 Help Center Updates

As we add new features to Clarity Human Services, we publish new articles and revise some existing ones. Here is a list of new/revised articles for July and August 2026.

July 2026

August 2026