ClearPoint Administrators play a crucial role in ensuring that the account runs smoothly. They have the responsibility to create and manage users by assigning the appropriate permissions and access levels, ensuring that everyone has the necessary tools to make the most out of ClearPoint. Moreover, Administrators can customize your ClearPoint account to match your organization's specific needs. Additionally, they oversee the Scorecard creation process and have the ability to generate Scorecard reports, which enhances the account's overall efficiency.
Adding a user
ClearPoint has five user types, each with different permissions and capabilities. By understanding the different user types, you can choose the right one for each user in your organization.
Please visit our Help Center article on Managing users for more information.
Click on System Settings
Open Manage Users
Click on the Plus icon
Select the User Type, for example, Editor
Fill out the required fields such as
Name
Email address
Additionally, you can fill out information like
Notification Settings
Manager
Timezone
Navigate to the Scorecards and Home tab
Select which Scorecards the new user can access
If you do not select a Scorecard the user will automatically be created as a No Access user
Click Save
Menu & Element Names
Many organizations use different terms to refer to the Elements of their strategic or business plans. ClearPoint offers customizable options to meet your organization's needs.
Please visit our Help Center article on Administrator options for more information.
Click on System Settings
Open System Setup
Select Menu & Element Names from Standard Features
Click on the Edit Pencil icon next to the Element you would like to edit
Assing a Custom name
You can also Hide an element, in case your organization is not planning to use it
Once you are done with your changes, click Save
Manage Scorecards
Administrators will manage Scorecards and their relationship type (Parent, Child). Parent and Child Scorecards help display the connection between plans, goals, and performance data tracked in ClearPoint.
Please visit our Help Center article on Scorecards and Managing Scorecards for more information.
Click on Scorecards & Elements from the Control Panel
Select Manage Elements
Select Add Scorecard from the dropdown menu
Under Name, enter the name of your new Scorecard, in this example, ‘Financials’.
You can select a Parent Scorecard to establish a relation
Once you are done with your changes, click Save
Scorecard Reports
A Scorecard Report is a dashboard that combines multiple reports and data onto a single page. This report is useful for tracking progress toward goals, identifying areas for improvement, and making informed decisions.
Please visit our Help Center article on Scorecard Reports for more information.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Click the Plus icon
Under Name, enter the name of the new Scorecard report, in this example, ‘Financials Q1 2024’.
From the left panel, we are going to select Strategic Plan
We are using a custom field in this example, please visit our Help Center article on Custom Fields for more information.
Once you are done with your changes, click Save
