As an Administrator one of your recurrent tasks is to create user accounts, ClearPoint makes this process easy and it even allows you to create users in bulk. While creating users you can set the appropriate user type to ensure they will have access to the information they need at all times.
Adding users
In this example, we are going to create a user with Editor permissions.
From the Control Panel click on System Settings
Select Manage Users
Click the Plus icon to add a user
Select the desired User Type, in this example, ‘Editor’.
The following fields are required
First Name, Last Name, and Email Address
You will also be able to configure other fields like
Title, Phone number, Department
Use the dropdown menus to choose
Email Notification Settings, Manager, Language, Timezone
Note: The preferred Timezone will affect the user’s scheduled items
For more information on notifications please visit our Notifications settings Help Center article
You can set a Profile Picture and Send a Welcome Email to the new team members of your organization
Navigate to the Security tab
You will be able to set a temporary password
By default, upon the first login, they will be asked to reset their password
Navigate to the Scorecards and Home tab
Mark the checkboxes next to the Scorecards the user will have access to
If you leave this blank, the user will not have access to any scorecards and their user type will be changed to ‘No Access.’
Once you are done creating the new user, click Save
Adding users in bulk
In this example, we are going to create multiple users at once.
From the Control Panel click on System Settings
Select Manage Users
Click the dropdown menu next to the Plus icon
Select Add Multiple Users
Select the desired User Type, in this example, ‘Editor’.
Fill in the First Name, Last Name and Email (Login)
If users are being added from a spreadsheet, copy and paste into the columns to speed up the process!
Navigate to the Security tab
You will be able to set a temporary password
By default, upon the first login, they will be asked to reset their password
Navigate to the Scorecards tab
Mark the checkboxes next to the Scorecards the user will have access to
Once you are done creating the new user, click Save
Editing users
From the Control Panel click on System Settings
Select Manage Users
Locate the user you want to edit and click the edit Pencil icon
On the Profile tab, you can change the user information
For example, you can update the First Name, Notification settings, and Timezone
You can update the User Type
Navigate to the Security tab,
Administrators can change the password of the user
To force a user to reset their password upon their next login, check the Reset Password box
You also have the ability to enable Two-Factor Authentication and Require Single Sign-On Authentication if the organization uses this option.
Navigate to the Scorecards and Home tab where you can easily change Scorecard access by marking the checkboxes next to the respective Scorecards
Please visit the Scorecards Access Help Center article for more information.
Once you are done, click Save
