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

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.

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**

User Profile
User Type
No Access
Editor
By Scorecard
Browser
Scorecard Admin
Assign Group
Updater
Administrator
First Name
Last Name
Title
Phone Number
Department
Timezone
Eastern Standard Time (UTC-04:00)
Profile Photo
Drop images (png or jpeg) here to upload
Fetch Photo from Gravatar

Creating a filtered report to see and change ownership

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.

From the **Control Panel**\
Select **Manage Reports**\
Click on **Measure Reports**

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**

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**

Include the element when
Any of the below are true
Filters
Add Filter

The report will now show Measures for which the user is either the Owner or a Collaborator.

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**

Repeat the steps from the sections above as necessary for other elements in your account.

How-To Guides - Off-boarding users in ClearPoint

Setting the user as No Access

Creating a filtered report to see and change ownership

Inline editing ownership