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

ClearPoint has five user types, each with different permissions and capabilities. By understanding the different user types, you can choose the right one for each user in your organization.

Please visit our Help Center article on [Managing users](https://support.clearpointstrategy.com/en/articles/8338803-getting-started-guide-managing-users) for more information.

- Click on **System Settings**
- Open **Manage Users**
- Click on the **Plus icon**

- Select the **User Type**, for example, **Editor**
- Fill out the required fields such as 
  - **Name**
  - **Email address**

- Additionally, you can fill out information like
  - **Notification Settings**
  - **Manager**
  - **Timezone**

Click "Send a digest email with all alerts for each day"

Send a digest email with all alerts for each day

Click "Central Standard Time (UTC-05:00)"

- Navigate to the **Scorecards and Home tab**
- Select which **Scorecards** the new user can access
  - If you do not select a Scorecard the user will automatically be created as a No Access user
- Click **Save**

Many organizations use different terms to refer to the Elements of their strategic or business plans. ClearPoint offers customizable options to meet your organization's needs.

Please visit our Help Center article on [Administrator options](https://support.clearpointstrategy.com/en/articles/8331555-getting-started-guide-administrator-options) for more information.

- Click on **System Settings**
- Open **System Setup**
- Select **Menu & Element Names** from Standard Features

- Click on the **Edit Pencil** icon next to the **Element** you would like to edit
- Assing a **Custom name**
- You can also **Hide** an element, in case your organization is not planning to use it
- Once you are done with your changes, click **Save**

Administrators will manage Scorecards and their relationship type (Parent, Child). Parent and Child Scorecards help display the connection between plans, goals, and performance data tracked in ClearPoint.

Please visit our Help Center article on [Scorecards](https://support.clearpointstrategy.com/en/articles/8274410-getting-started-guide-scorecards) and [Managing Scorecards](https://support.clearpointstrategy.com/en/articles/8274410-getting-started-guide-scorecardshttps://support.clearpointstrategy.com/en/articles/8418437-organize-your-strategy-managing-scorecards) for more information.

- Click on **Scorecards & Elements** from the Control Panel
- Select **Manage Elements**
- Select **Add Scorecard** from the dropdown menu

- Under **Name**, enter the name of your new Scorecard, in this example, ‘Financials’.
- You can select a **Parent Scorecard** to establish a relation
- Once you are done with your changes, click **Save**

A Scorecard Report is a dashboard that combines multiple reports and data onto a single page. This report is useful for tracking progress toward goals, identifying areas for improvement, and making informed decisions.

Please visit our Help Center article on [Scorecard Reports](https://support.clearpointstrategy.com/en/articles/8314513-getting-started-guide-scorecard-reports) for more information.

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Reports**
- Click the **Plus icon** 

- Under **Name**, enter the name of the new Scorecard report, in this example, ‘Financials Q1 2024’.
- From the left panel, we are going to select **Strategic Plan**
  - We are using a custom field in this example, please visit our Help Center article on Custom Fields for more information.
- Once you are done with your changes, click **Save**

User Types - Administrator

Adding a user

Menu & Element Names

Manage Scorecards

Scorecard Reports