How-To Guides - Off-boarding users in ClearPoint
Fernando Montenegro
10 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Setting the user as No Access
2
The first part of your off-boarding process will be removing a user’s access from ClearPoint so that they no longer have access to your key reports and data. This step is important for security reasons, but will also free up a ClearPoint license.
3
Click on **System Settings**\ Open **Manage Users**\ Click on the **Edit pencil icon** next to the user’s profile\ Select **No Access** under User Type\ Click **Save**
Creating a filtered report to see and change ownership
4
After you’ve changed the user to No Access, you’ll want to remove the user as an owner for any of your active Elements.\ \ To do this, we recommend making a report for each Element type that filters on the Owner Field or any other user picklist field in your account that denotes ownership. \ \ In the following example, we will make a Measure Report with the Owner and Collaborator fields.
5
From the **Control Panel**\ Select **Manage Reports**\ Click on **Measure Reports**
6
Click on the **Plus icon**\ Under **Report Name**, enter your new Measure Summary Report name, for example, ‘Percent Complete.’\ Navigate to the **Columns tab**\ Click on **Add Column**\ Select, **Measures**, **Collaborators**, and **Owner**\ Click **Save**
7
Navigate to the **Filter tab**\ Select **Any of the below are true** from the drop-down menu under **Include the element when**\ Click on **Add Filter**\ Select **Owner** from the **Field** drop-down menu\ Under **Comparison** choose **Equals**\ Select **User** under **Value**\ Click **Save**
Inline editing ownership
8
The report will now show Measures for which the user is either the Owner or a Collaborator.
9
From **Measure Reports**\ Open the recently created report, in this example, “Percent Complete”\ Double-click to inline edit the report and change the **Owner** and **Collaborator** to be the new person taking their place.\ Click **Save**
10
Repeat the steps from the sections above as necessary for other elements in your account.
How-To Guides - Off-boarding users in ClearPoint
Fernando Montenegro
10 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Setting the user as No Access
2
The first part of your off-boarding process will be removing a user’s access from ClearPoint so that they no longer have access to your key reports and data. This step is important for security reasons, but will also free up a ClearPoint license.
3
Click on **System Settings**\ Open **Manage Users**\ Click on the **Edit pencil icon** next to the user’s profile\ Select **No Access** under User Type\ Click **Save**
Creating a filtered report to see and change ownership
4
After you’ve changed the user to No Access, you’ll want to remove the user as an owner for any of your active Elements.\ \ To do this, we recommend making a report for each Element type that filters on the Owner Field or any other user picklist field in your account that denotes ownership. \ \ In the following example, we will make a Measure Report with the Owner and Collaborator fields.
5
From the **Control Panel**\ Select **Manage Reports**\ Click on **Measure Reports**
6
Click on the **Plus icon**\ Under **Report Name**, enter your new Measure Summary Report name, for example, ‘Percent Complete.’\ Navigate to the **Columns tab**\ Click on **Add Column**\ Select, **Measures**, **Collaborators**, and **Owner**\ Click **Save**
7
Navigate to the **Filter tab**\ Select **Any of the below are true** from the drop-down menu under **Include the element when**\ Click on **Add Filter**\ Select **Owner** from the **Field** drop-down menu\ Under **Comparison** choose **Equals**\ Select **User** under **Value**\ Click **Save**
Inline editing ownership
8
The report will now show Measures for which the user is either the Owner or a Collaborator.
9
From **Measure Reports**\ Open the recently created report, in this example, “Percent Complete”\ Double-click to inline edit the report and change the **Owner** and **Collaborator** to be the new person taking their place.\ Click **Save**
10
Repeat the steps from the sections above as necessary for other elements in your account.
