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Manage Users - Adding and editing users
Manage Users - Adding and editing users

This article walks through how to add and edit users in ClearPoint.

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Written by Fernando Montenegro
Updated over 5 months ago

As an Administrator one of your recurring 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 Time zone 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

  • 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


New Feature Brief: Bulk User Management Enhancements

ClearPoint Strategy has introduced several enhancements to improve the efficiency and usability of bulk user management. These enhancements are designed to streamline the process of managing multiple users, ensuring that admins can perform bulk edits, deletions, and onboarding with ease.

1. Updated Manage Users Page

The Manage Users page is updated to match the formatting of other 'Manage Pages' in ClearPoint Strategy, such as the Manage Scorecards page.

  • Consistent Formatting: The Manage Users page now matches the format of other list pages in the application, such as the Manage Scorecards page. As users cannot be undeleted, there will be no 'Show Deleted' option.

  • User Information Display: Users are listed in a table format with the following details: First Name/Last Name (Department) - Email, User Type, Department, and last login timestamp.

  • Multi-Select Checkboxes: Each user row includes a checkbox for multi-selection, allowing bulk actions.

  • Dynamic Search: Users can search by First/Last name, Email, or Department, with the list dynamically filtering based on the search criteria.

2. Adding Multiple Users with Welcome Email Option

Admins will have the option to send a welcome email when adding multiple users, improving the onboarding process.

  • Option to Send Welcome Email: When adding multiple users, admins can enable the "Send Welcome Email" checkbox, ensuring new users receive onboarding emails upon being added.

3. Bulk Editing Users

Admins will be able to edit multiple users simultaneously, streamlining the management of user profiles and permissions.

  • Edit Multiple Users: Admins can edit multiple users at once, with options to modify Manager, Department, and time zone for selected users.

  • Bulk-editing restrictions include First/Last Name, Email, Phone Number, and Notification Settings.

  • Selected users will not be listed in the Managers dropdown to prevent self-assignment.

  • Scorecards & Permissions: The bulk edit modal includes a tab for updating scorecard permissions, with options to edit or replace permissions, including error handling ensuring there are enough seats before enabling saving changes. Admins can update user scorecard permissions using a flow similar to user group access rules.

Two options will be available:

  • Edit Permissions: Add or edit permissions while keeping existing ones where no conflicts arise.

  • Replace Permissions: Remove all current permissions and replace them with new ones.

  • The option to "Remove Access to All Scorecards" is available under Replace Permissions.

4. Bulk Deleting Users

Admins will have the capability to delete multiple users at once, facilitating efficient user management.

  • Delete Multiple Users: A bulk delete option will be available on the Manage Users page. Admins can delete multiple users in one action, with a confirmation prompt to ensure the correct users are removed.

  • Confirmed deletions will permanently remove the users from the system without a 'Show Deleted' option, as soft-deleted users cannot be undeleted.

These enhancements will significantly improve the efficiency of user management in ClearPoint Strategy, making it easier for admins to handle large numbers of users with streamlined processes and intuitive interfaces.

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