Access Control – Managing User Groups
This article explains how to create and manage user groups in ClearPoint.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
User groups allow administrators to assign more granular permissions than standard user types. With access groups, you can control visibility and access down to individual reports, templates, or detail pages—making them ideal for departments or teams who should always share the same access rules.
Adding and Editing User Groups
2
User groups define specific access rules that apply to all users assigned to the group. These rules can grant or restrict access at the scorecard, element type, summary report, template, or page level.
3
## Create or Edit a User Group 1. Select **Settings** from the top navigation. 2. Click on **Users & Security**.
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## Configure Access Rules 1. Navigate to the **Groups** tab. 2. Click the **(+)** **Plus icon**. 3. Enter a **Group Name** (e.g., *User Access Group*). 4. Click **Add Rule**.
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1. In the pop-up window, select: - **Scorecard** - **Element Type** - **Access Level** (Browser, Editor, No Access, etc.) 2. Repeat as needed to add multiple rules. 3. Click **Confirm**.
Reports Access
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In the **Reports** tab, select any **Restricted Access** Summary Reports that this group should be able to view.
Templates Access
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In the **Templates** tab, choose which **Restricted Access** Briefing Book templates this group can access.
Hidden Scorecards
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In the **Scorecards** tab, mark scorecards that should be **hidden** from this group. This is especially useful when your account has many scorecards and it's faster than adding individual *No Access* rules.
Assigning Users to a Group
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You can assign users from the group configuration or from their individual user profiles.
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## Assign a User to a Group 1. Select **Settings** from the left navigation. 2. Click **Users & Security**.
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1. Navigate to the **Users** tab. 2. Click the **kebab menu (⋮)** next to the user and select **Edit User**. 3. Under **User Type**, select **Assign Group**. 4. Open the **Access Groups** tab. 5. Check the groups this user should belong to. 6. Click **Save**.
Access Control – Managing User Groups
This article explains how to create and manage user groups in ClearPoint.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
User groups allow administrators to assign more granular permissions than standard user types. With access groups, you can control visibility and access down to individual reports, templates, or detail pages—making them ideal for departments or teams who should always share the same access rules.
Adding and Editing User Groups
2
User groups define specific access rules that apply to all users assigned to the group. These rules can grant or restrict access at the scorecard, element type, summary report, template, or page level.
3
## Create or Edit a User Group 1. Select **Settings** from the top navigation. 2. Click on **Users & Security**.
4
## Configure Access Rules 1. Navigate to the **Groups** tab. 2. Click the **(+)** **Plus icon**. 3. Enter a **Group Name** (e.g., *User Access Group*). 4. Click **Add Rule**.
5
1. In the pop-up window, select: - **Scorecard** - **Element Type** - **Access Level** (Browser, Editor, No Access, etc.) 2. Repeat as needed to add multiple rules. 3. Click **Confirm**.
Reports Access
6
In the **Reports** tab, select any **Restricted Access** Summary Reports that this group should be able to view.
Templates Access
7
In the **Templates** tab, choose which **Restricted Access** Briefing Book templates this group can access.
Hidden Scorecards
8
In the **Scorecards** tab, mark scorecards that should be **hidden** from this group. This is especially useful when your account has many scorecards and it's faster than adding individual *No Access* rules.
Assigning Users to a Group
9
You can assign users from the group configuration or from their individual user profiles.
10
## Assign a User to a Group 1. Select **Settings** from the left navigation. 2. Click **Users & Security**.
11
1. Navigate to the **Users** tab. 2. Click the **kebab menu (⋮)** next to the user and select **Edit User**. 3. Under **User Type**, select **Assign Group**. 4. Open the **Access Groups** tab. 5. Check the groups this user should belong to. 6. Click **Save**.
