System Settings

System Advanced Options

 

After completing the initial setup of the system, system administrators can configure additional options using the Advanced Options sidebar under SETUP > SETTINGS

The following table lists the Advanced Options available for you to configure. We’ve included links to associated Help Center articles where applicable.

Advanced Option Function
Two-Factor Authentication This section allows administrators to configure Two Factor Authentication (2FA), a form of multi-factor authentication intended to confirm a user’s identity. 
Assessment Processors This section allows administrators to assign scores to field responses in assessment screens.
Data Analysis This section allows administrators to select which reports can be accessed via REPORTS > DATA ANALYSIS.
Referral Settings This section allows administrators to customize how users interact with the referral process and the community queue.
Release of Information This section allows administrators to establish the conditions for sharing a client’s information in Clarity Human Services.
File Categories This section allows administrators to configure the categories of files that can be uploaded.
Global IP Whitelist This section allows administrators to limit system access to trusted users through whitelisting IP addresses. 
Clear Cache This link allows administrators to refresh the system to the most up-to-date view. 
System Variables: This section allows administrators to configure the Poverty Guidelines, Score Ranges, Services Taxonomy, Area Median Income, and Continuum of Care List options described below.
           Poverty Guidelines This section allows administrators to update HHS Poverty Guidelines for use in eligibility criteria.
           Score Ranges This section allows administrators to configure the drop-down menu on the global REFERRALS tab that is used for searching for referrals with specific assessment scores.
           Service Taxonomy This section allows administrators to create custom categories for Service Items.
           Area Median Income This section allows administrators to upload AMI data for use in eligibility criteria.
           Continuum of Care List This section allows administrators to manage the drop-down list of CoCs that is used throughout Clarity Human Services.
Navigation Profiles This feature allows system administrators to control the display and arrangement of the tabs in a client record for an agency.
Client Forms This section allows administrators to create standardized forms that can be made available to agencies and programs for completion in the client record. 
Report Library This section allows administrators to control the access and status of the reports available under REPORTS > REPORT LIBRARY.
Report Queue This section allows administrators to view details about reports that have been run and to stop a pending report from running.
System Labels This section allows administrators to modify the messages that are displayed in the system (“Your password will expire after three attempts,” etc.).
User Policy Enforcement This section allows administrators to create a systemwide user agreement.
Integrations This section allows administrators to enter ArcGIS credentials into the ArcGIS platform for integration of map layers directly from ArcGIS. Additional integrations may become available at a later date.
Location & Outreach This section allows administrators to configure system settings for the Outreach module and geographic limitations for location address suggestions.
Customer Portal (if applicable) The Customer Portal allows Case Managers and their clients to coordinate the delivery of vital services.
Eligibility Preset Settings This section allows you to save frequently-used configurations of eligibility requirements for easy copying into Programs, Funding Sources, Sites, Buildings, Unit Configuration Types, or Units without having to reconfigure them each time you need them.