This topic organizes the setup, customization, and operation of Clearance into stages. Use it to make sure you are getting the most out of Clearance.
| Step | Description | Where to find more information |
|---|---|---|
| Account setup and user management | ||
| 1 | Set up your account: Configure your account information and establish your organization's network of users, groups, departments, and categories. | |
| 2 | Define policies: Control access to and set retention policies for cases and evidence files. | |
| 3 | Configure report templates: Determine the contents and style of the reports used by your organization. | |
| Operations | ||
| 1 | Build cases: Create cases to document and track your investigations. | |
| 2 | Manage files: Use files to support your cases. | |
| 3 | Audit investigations: Create reports that summarize and show actions performed on cases and files. | |