User Types - Scorecard Admin | Scribe

    User Types - Scorecard Admin

    • Fernando Montenegro |
    • 0 step |
    • 6 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Scorecard Admin

    Scorecard Admins can enter information, view elements and make changes to update fields, additionally, they can add new elements to Scorecards like Objectives, Measures and Initiatives. In addition to this Scorecard Admin can manage Scorecards they have access to, create new Summary Reports, create and send reminder emails and set schedules for reminders.

    How to set up permissions for a user

    - 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**
    - Under **User Type** select **Scorecard Admin** - Navigate to the **Scorecards and Home tab**
    - Under **Select Scorecards** mark the checkbox next to the Scorecard this user is going to be **Scorecard Admin** - Once you are done with your configuration, click **Save**

    Managing Scorecards

    Scorecards can be thought of as folders that store elements like Objectives, Measures, and Initiatives. Please visit our [Managing Scorecards](https://support.clearpointstrategy.com/en/articles/8418437-organize-your-strategy-managing-scorecards) Help Center article for more in-depth information.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Click on **Scorecards** - Locate the **Scorecard** you are going to be working with, in this example, ‘QBO’. - Click on the **edit Pencil icon**
    - You can update the **Status** by clicking the dropdown menu - Navigate to the **Edit Fields tab** - You can edit the **Name** - Once you are done with your changes, click **Save**

    Copy Forward Scorecard

    You can copy information across a Scorecard from one Reporting period to another one, it includes Statuses, Analysis and other information of your choice.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Click on **Scorecards** - Locate the **Scorecard** you are going to be working with, in this example, ‘Eastern Division’. - Click the **three dots icon** - Select **Copy Forward Scorecard**
    - Use the dropdown menus to select the **Source** and **Destination Period** - **Mark the checkboxes** of the elements you want to copy under **Elements to Copy** - Under **Data To Copy** mark the checkboxes of the data you want to copy - Once you are done with your selection, click the **Copy Forward button**

    Summary Reports

    ClearPoint has several reports available like Gantt Chats, Dashboard Reports, and Alignment Matrix Reports. Please visit our [Summary Reports](https://support.clearpointstrategy.com/en/articles/8526301-summary-reports-explaining-the-default-summary-reports-in-clearpoint) Help Center article for more in-depth information. You can also set a Summary Report as a landing page, please visit, [Setting up a Scorecard landing page](https://support.clearpointstrategy.com/en/articles/8563462-summary-reports-setting-up-a-scorecard-landing-page) for instructions.
    - Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Click on **Scorecard Reports** - Locate the **Scorecard Report** you are going to be working with, in this example, ‘Default Grid’.
    - You can also select **Measure Reports** - Locate a **Dashboard**
    - You can also select **Initiative Reports** - Locate the **Gantt Chart**
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