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