ClearPoint's user permission configuration provides specific access to Scorecards and individual elements, protecting sensitive information while ensuring that each member of your organization has the necessary level of access.
Users and Groups
From the Control Panel click on System Settings
Select Manage Users under Users and Groups
Click the edit Pencil icon next to the user you are going to be working with
Under User Type select the appropriate level of access
For more information, please see the Help Center article on User Types in ClearPoint.
Navigate to the Scorecards and Home tab
Check the boxes next to the Scorecards to which the user should have access
By default, users will not have access to a new scorecard.
Once you are done with your changes, click Save
Manage Scorecards
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Scorecards
Click the edit Pencil icon next to the Scorecard you are going to be working with, in this example, ‘Eastern Division’.
Navigate to the User Access tab
Check the box next to the user you want to have access to the Scorecard
Users will be sorted by what permissions they have
Once you are done with your changes, click Save
