Access Control - User Permissions by Scorecard
Fernando Montenegro
5 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Users and Groups
2
- From the Control Panel click on **System Settings** - Select **Manage Users** under Users and Groups - Click the **edit Pencil icon** next to the user you are going to be working with - Under **User Type** select the appropriate level of access - For more information, please see Explaining the types of users in ClearPoint \[PENDING to link article\]
3
- Navigate to the **Scorecards and Home tab** - Check the boxes next to the **Scorecards** to which the user should have access - By default, users will not have access to the new scorecard. - Once you are done with your changes, click **Save**
Manage Scorecards
4
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Scorecards** - Click the **edit Pencil icon** next to the Scorecard you are going to be working with, in this example, ‘Eastern Division’.
5
- Navigate to the **User Access tab** - **Check the box** next to the user you want to have access to the Scorecard - Users will be sorted by what permissions they have - Once you are done with your changes, click **Save**
Access Control - User Permissions by Scorecard
Fernando Montenegro
5 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Users and Groups
2
- From the Control Panel click on **System Settings** - Select **Manage Users** under Users and Groups - Click the **edit Pencil icon** next to the user you are going to be working with - Under **User Type** select the appropriate level of access - For more information, please see Explaining the types of users in ClearPoint \[PENDING to link article\]
3
- Navigate to the **Scorecards and Home tab** - Check the boxes next to the **Scorecards** to which the user should have access - By default, users will not have access to the new scorecard. - Once you are done with your changes, click **Save**
Manage Scorecards
4
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Scorecards** - Click the **edit Pencil icon** next to the Scorecard you are going to be working with, in this example, ‘Eastern Division’.
5
- Navigate to the **User Access tab** - **Check the box** next to the user you want to have access to the Scorecard - Users will be sorted by what permissions they have - Once you are done with your changes, click **Save**
