In order to manage your corporate strategic plan, it's important to have the right individuals with appropriate access so every user has exactly what they need. This comprehensive guide will assist you in managing ClearPoint users.
User types
ClearPoint offers a variety of user types and access levels.
No Access user
A user flagged as ‘No Access’ cannot access the system. However, they can still be set as the owner of elements (Objectives, Measures, Projects, action items, etc). Reports can be created to filter elements based on Ownership to show or hide No Access users.
For more information, please visit Off-boarding users in ClearPoint Help Center article.
Browser user
Browsers can log into the system and look around but not make any changes. These view-only users do not count towards your licensed user count, meaning they are free and you can add as many as needed (in accordance with your subscription agreement).
If possible, it is better to add people as ‘Browsers’ rather than ‘No Access’ so that they can see the latest information as well as utilize real-time email alerts and notifications.
For more information, please visit the User Types - Browser Help Center article.
Updater user
This is the most restricted licensed user type. Updaters can view everything (as permitted) and they can make changes to update information like numerical data, status indicators, and analysis.
For more explanation on the difference between editing and updating, please visit our Editing vs. Updating Help Center article.
For more information, please visit the Updater user Help Center article.
Editor user
Editors can do everything that an Updater can do plus they can add new elements to the scorecard(s) (objectives, measures, initiatives, etc) and can add descriptive information like owners, definitions, charts, measure series, formulas, automatic evaluations, etc.
For more explanation on the difference between editing and updating, please visit our Editing vs. Updating Help Center article.
For more information, please visit the Editor user Help Center article.
Scorecard Administrator
This user role has all the permissions of an editor, plus the ability to edit the scorecard that they have “scorecard admin” access to. They can also edit layouts. As the name suggests, they are responsible for specific departmental scorecards.
For more information, please visit our Scorecard Administrator Help Center article.
Administrator
This user role has control over the entire ClearPoint account. They have the capability to add users and scorecards as well as set periods, defaults, status icons and more.
By Scorecard user
This user has their permissions set by scorecard, meaning they can have Browser access to one scorecard and Scorecard Admin access to another, etc.
For more information, please visit our By Scorecard user Help Center article.
By Group user
‘By Group’ controls allow for extremely granular access to specific elements and scorecards. Using By Group access requires adding a User Group, setting up access rules, and then assigning users to the group. Note: This setup is extremely rare and not recommended in most situations.
For more information, please visit our Managing user groups Help Center article.
Permission Level Matrix
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| Scorecard Admin | Editor | Updater | Browser | No Access |
View | x | x | x | x | x |
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Favorite Pages | x | x | x | x | x |
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Export Pages to PDF, XLS, or PPT | x | x | x | x | x |
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Email Pages | x | x | x | x | x |
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Download Attachments | x | x | x | x | x |
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Access Revision History | x | x | x | x |
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Add/Delete Attachments | x | x | x | x |
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Create and View Briefing Books | x | x | x | x |
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Create Notifications | x | x | x | x |
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Edit Update Fields (data, status indicators, analysis) | x | x | x | x |
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Edit Descriptive Fields (owner, definitions, charts, formulas) | x | x | x |
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Edit Element Detail Layouts | x | x | x |
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Add and Delete Elements (such as objectives or measures) | x | x | x |
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Create Strategy Maps | x | x | x |
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Add Recipients to Reports | x | x |
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Manage Reporting Workflows and Emails | x | x |
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Manage Scorecards | x | x |
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Add and Create Summary Reports | x | x |
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Browse the Measure Library | x | x | x | x |
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Link to Measures in the Measure Library | x | x | x |
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Contribute Measures to Measure Library | x | x |
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Set Schedules | x | x |
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Manage Periods and Reporting Frequencies | x |
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Manage Users | x |
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Add Scorecards | x |
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Create HTML Reports | x |
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Create Custom Fields | x |
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Create Custom Styles (pods, tables) | x |
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Create Initiative Evaluations | x |
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Create API Keys | x |
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Set IP Restrictions | x |
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