Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

From your **Control Panel**\
Open **System Settings**\
Select **System Setup**

Choose **Snapshots** from Professional Features\
Click on the **Plus icon** at the upper-right hand of your screen\
Under **Snapshot Name** you will find a default name with today’s date\
Click on **Start Snapshot**

You will receive an email notification when your Snapshot is ready.

Choose **Snapshots** from Professional Features\
Click on the **Edit Pencil icon** at the right-hand side of your screen\
Navigate to the **Users tab**\
Select the **Users** that will have access to the **Snapshot**\
Click **Save**

We suggest providing access to Administrators only. Users who log into the Snapshot will see all Scorecards in the account.

The next time you Log in, you will be prompted to select whether to access your live account or the Snapshot. You can have up to 3 Snapshots, Snapshots located in your Recycle bin also count toward your total.

From your **Control Panel**\
Select **System Settings**\
Open the **Recycle Bin**\
Click on the **three dots icon** and choose **Delete Archive**

This action will permanently delete the Snapshot, you will also free space from your total count of 3 Snapshots.

How-To Guides - Creating and accessing snapshots

Create a Snapshot

Access a Snapshot

Delete a Snapshot