A snapshot is a view-only copy of your ClearPoint account at a specific point in time.
You can create a snapshot of your ClearPoint account to track progress over time, compare different versions of a plan, or create a historical record of your account.
Only Professional Plans and above offer the ability to create Snapshots.
Create a Snapshot
From your Control Panel
Open System Settings
Select System Setup
Choose Snapshots from Professional Features
Click on the Plus icon at the upper-right hand of your screen
Under Snapshot Name you will find a default name with today’s date
Click on Start Snapshot
You will receive an email notification when your Snapshot is ready.
Access a Snapshot
Choose Snapshots from Professional Features
Click on the Edit Pencil icon at the right-hand side of your screen
Navigate to the Users tab
Select the Users that will have access to the Snapshot
Click Save
We suggest providing access to Administrators only. Users who log into the Snapshot will see all Scorecards in the account.
Delete a Snapshot
The next time you log in, you will be prompted to select whether to access your live account or the Snapshot. You can have up to 3 Snapshots. Snapshots located in your Recycle Bin also count toward your total.
From your Control Panel
Select System Settings
Open the Recycle Bin
Click on the three dots icon and choose Delete Archive
This action will permanently delete the Snapshot, you will also free space from your total count of 3 Snapshots.