Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding users
In this example, we are going to create a user with Editor permissions.
- From the Control Panel click on **System Settings**
- Select **Manage Users**
- Click the **Plus icon** to add a user
- Select the desired **User Type**, in this example, ‘Editor’.
- The following fields are required
- **First Name**, **Last Name**, and **Email Address**
- You will also be able to configure other fields like
- **Title**, **Phone number**, **Department**
- Use the dropdown menus to choose
- **Email Notification Settings**, **Manager**, **Language**, **Timezone**
- Note: The preferred Timezone will affect the user’s scheduled items
For more information on notifications please visit our [Notifications settings](https://support.clearpointstrategy.com/en/articles/8715631-alerts-notifications-notification-settings) Help Center article
- You can set a **Profile Picture** and **Send a Welcome Email** to the new team members of your organization
- Navigate to the **Security tab**
- You will be able to set a temporary **password**
- By default, upon the first login, they will be asked to reset their password
- Navigate to the **Scorecards and Home tab**
- **Mark the checkboxes** next to the Scorecards the user will have access to
- If you leave this blank, the user will not have access to any scorecards and their user type will be changed to ‘No Access.’
- Once you are done creating the new user, click **Save**
Adding users in bulk
In this example, we are going to create multiple users at once.
- From the Control Panel click on **System Settings**
- Select **Manage Users**
- Click the **dropdown menu** next to the Plus icon
- Select **Add Multiple Users**
- Select the desired **User Type**, in this example, ‘Editor’.
- Fill in the **First Name**, **Last Name** and **Email (Login)**
- If users are being added from a spreadsheet, copy and paste into the columns to speed up the process!
- Navigate to the **Security tab**
- You will be able to set a temporary **password**
- By default, upon the first login, they will be asked to reset their password
- Navigate to the **Scorecards tab**
- **Mark the checkboxes** next to the Scorecards the user will have access to
- Once you are done creating the new user, click **Save**
Editing users
- From the Control Panel click on **System Settings**
- Select **Manage Users**
- Locate the user you want to edit and click the **edit Pencil icon**
- On the **Profile tab**, you can change the user information
- For example, you can update the **First Name**, **Notification settings**, and **Timezone**
- You can update the **User Type**
- Navigate to the **Security tab**,
- Administrators can change the **password** of the user
- To force a user to reset their password upon their next login, check the **Reset Password box**
- You also have the ability to enable [Two-Factor Authentication](https://support.clearpointstrategy.com/en/articles/8742803-authentication-enabling-two-factor-authentication) and Require [Single Sign-On Authentication](https://support.clearpointstrategy.com/en/articles/8738140-authentication-configuring-sso-with-clearpoint) if the organization uses this option.
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