Administrators will need to configure Clarity from the Settings page and determine a couple of options:
1. What Activity Type gets set for all Activities created from Emails?
2. What Activity Type gets set for all Activities created from Calendar Events?
- If you ever decide to change these selection in the future, the change will only impact activities created after the update. This will not retroactively update any activities for Emails or Calendar Events.
- Additionally if you ever delete the activity type being used, you will be asked which activity type to move existing activities to. This update will also set the Clarity values for Emails and Calendar Events too.
3. Optionally Delete Activities created through the Clarity integration after 7 days if it does not have a Contact, Account, or Agency. This helps to ensure that quality activities retained in Monarch and promote better workflows.
- Activities will be analyzed for removal immediately then the process will run nightly.
4. Tenant Wide Blocklist allows the administrator the set specific Domains (ex: gmail.com) or email addresses (ex: support@myco.com) that will not be considered as part of the Clarity experience for syncing any Calendar Events, Emails, or Activities to and from Monarch and Outlook.
Disable Clarity for Individual Users
If you ever need to disable Clarity for a specific user or ensure that they cannot connect to it to begin with, as the admin, you can edit the user and disable Clarity. To disable the user, please follow the below steps:
1. Navigate to the User List.
2. Edit a user.
3. On the user profile, place a checkbox in the option “Hide Clarity From User”.
To learn how to Add or Remove Blocked Emails and Domains in Clarity click HERE