Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
By Scorecard User
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If you are a By Scorecard user that means your access to ClearPoint is going to be different depending on which Scorecard you are working in.
For example, you may be a Browser user for 3 Scorecards an Updater for 1 Scorecard, an Editor for another and Scorecard Administrator for other 2 Scorecards.
Editing vs Updating
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Update fields contain information that will change from one reporting period to the next. Some common examples are entering monthly Measure data and Analysis or providing a project status update. Please visit our [Updater user](https://support.clearpointstrategy.com/en/articles/8725078-user-types-updater-user) Help Center article for more information.
Edits fields contain information that is consistent through different Reporting Periods and include things like Owner, Description, or Data Source. Please visit our [Editor user](https://support.clearpointstrategy.com/en/articles/8730396-user-types-editor-user) Help Center article for more information.
How to set up permissions for a user
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- From the Control Panel click on **System Settings**
- Select **Manage Users**
- Locate the user you want to set up permissions for and click the **edit Pencil icon**
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- Under **User Type** select **By Scorecard**
- Navigate to the **Scorecards and Home tab**
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- Under **Select Scorecards** you will be able to set different permissions for each Scorecard
- You can select, Browser, Updater, Editor or Scorecard Admin
- Once you are done with your configuration, click **Save**
Browsing Scorecards
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Steps to navigate to Scorecards as a Browser, Editor, Admin. Add Elements. Create and Generate Summary Reports.
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- Select **Scorecards & Elements** from your Control Panel
- Select **Scorecards**
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- Navigate to the **Upward Airlines Corporate Scorecard**
- I have **Browser permissions** for this Scorecard so I’ll only be able to view but not to make any edits or updates
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- Navigate to the **Eastern Division Scorecard**
- I have **Updater permissions** for this Scorecard so I’ll be able to update fields like Analysis and Recommendations
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- Navigate to the **Central Division Scorecard**
- I have **Editor permissions** for this Scorecards so I’ll be able to edit fields like Owner and Description
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- Navigate to the **Western Division Scorecard**
- I have **Scorecard Admin permissions** so I’ll be able to modify everything in the Scorecard.
Briefing Books
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No matter which Scorecard you are in, you can always create and generate Briefing Books
Briefing Book templates allow you to hand-pick reports and details pages from Scorecards you have access to and turn them into a convenient PDF report.
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- Select **Documents** from the Control Panel
- Click on **Briefing Books** under Templates
- Click on the **Plus icon**
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- Under **Template Name**, enter the name of the new template, in this example, ‘Monthly expenses update’.
- Under Access select **Global** from the dropdown menu
- You can also set the Access level to Private or Restricted
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