Access Control – User Permissions by Scorecard

This article explains how to set and manage user access at the Scorecard level using Users & Groups and Manage Scorecards.

Fernando Montenegro
9 steps
18 seconds

Clearpointstrategy

ClearPoint’s permissions model ensures each user sees only the Scorecards and elements they are authorized to access—protecting sensitive information while maintaining transparency where needed.

Managing Access Through Users & Groups

You can assign initial Scorecard access directly from a user’s profile.

## Update Scorecard Access for a User 1. Go to **Settings** from the top navigation. 2. Click on ***Users & Security***.

1. Click the **kebab menu (⋮)** next to the user. 2. Under **User Type**, choose the appropriate level of access.

## Assign Scorecard Access 1. Navigate to the **Scorecards & Home** tab. 2. Toggle the option for the Scorecards the user should have access to. - **Note:** New Scorecards are not accessible to any users by default. 3. Click **Save**.

Managing Access Through Scorecards

You can also manage access from the Scorecard itself—useful when granting multiple users access to a single Scorecard.

1. Open **Scorecards**. 2. Select the Scorecard to work with (e.g., *UpWard Airlines Corporate*).

1. Click the **kebab menu (⋮)** and select **Edit Scorecard**.

1. Go to the **User Access** tab. 2. Check the boxes next to the users who should have access. - Users are grouped by permission type for easier selection. 3. Click **Save**.