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Getting Started Guide - Managing Users
Getting Started Guide - Managing Users

This article will walk through how to Manage Users in ClearPoint.

Written by Fernando Montenegro
Updated over a week ago

User types in ClearPoint are meant to give your collaborators the right amount of access to ClearPoint to do their jobs effectively. By understanding the different user types, you can choose the right one for each user in your organization.

Defining User Types

ClearPoint has five user types, each with different permissions and capabilities: Browser, Updater, Editor, Scorecard Admin, and Admin.

Browser or View-only users:

Browser users are able to Log in to ClearPoint and view the information they have access to in the system. Browsers can not make any updates or edits to the content but they are able to export the information to PDF or Excel to view and share with others.

Updater users:

Can do everything Browsers can as well as enter information into Update Fields such as Analysis, Recommendations, Status, and Measure Data.

Editor users:

Editor users can make changes to any Edit Fields, such as Element Name, Owner, and Description. Editors are able to add new Elements such as Objectives, Measures, and Initiatives. They can also set up Measure Data Series with calculations, Automatic Status Evaluations, and Charts.

Scorecard Admin:

Scorecard Administrators can add Summary Reports and Briefing Books to summarize and share information. They can also leverage automation features such as Reporting Workflows, Reminder emails, and Notifications.

The Scorecard Admin is typically responsible for managing the reporting process for specific departmental scorecards.

Administrator or Admin:

Admins have control over the entire account, they can manage Language, Field Customization, and Branding options for the account. They can also Add and Edit users and set reporting periods and frequencies for the organization.

For each of these User Types, Admins can define which specific Scorecards the user will have access to.

In some instances, a user may need one type of access for a certain set of Scorecards and another type of access for another set. In this situation, users can be set up as By Scorecard users.

No Access users:

This is ideal for users who need to be mentioned in the system as an Owner or Collaborator but do not need the ability to Log in or access any information in the system.

We also recommend updating users to No Access when they leave the organization, this restrains their access to the system while maintaining the account active while you take the appropriate measures.

Adding and Editing Users

  • Click on System Settings

  • Open Manage Users

  • Click on the Plus icon

  • Select the User Type, for example, Editor

  • Fill out the required fields such as Name, Email address, etc.

  • Navigate to the Scorecards and Home tab

  • Select which Scorecards the new user can access

    • If you do not select a Scorecard the user will automatically be created as a No Access user

  • Click Save

To make any changes to existing users

  • Click on the Edit Pencil icon next to the profile

  • Select the new User Type

  • Click Save

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