Everything you need to know to get going with ClearPoint
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As a Browser
This is the most basic user role. Browsers can view content but have no editing capabilities.
As an Updater
Updaters can update (i.e., make changes for a specific reporting period) for items they are responsible for but don’t have full editing capabilities for all content. You may want to start with the Browser Guide first, then continue on to these guides.
As an Editor
Editors have broader access to create, modify, and delete content in ClearPoint Strategy. If you're new to ClearPoint, you may want to review the Browser and Updater Guides first.
As an Administrator
Administrators have the highest level of control over the ClearPoint Strategy account. Administrators should be familiar with everything that Browsers, Updaters, and Editors can do before starting these Guides.
Video Training
View administrator, end-user, and updater training