Getting Started Guide – Managing Users
This article explains how to manage users in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
1
User roles in ClearPoint are designed to give each collaborator the right level of access to perform their responsibilities effectively. By understanding user types and permissions, administrators can assign the correct role to every team member.
User Types in ClearPoint
2
ClearPoint includes five main user types, plus a “No Access” option. Each has distinct permissions and capabilities.
Browser (View Only)
3
- Can log in and view information they have access to. - Cannot edit or update data. - Can export pages and reports to PDF or Excel.
Updater
4
- Can do everything a Browser can. - Can enter updates in designated **Update Fields** (e.g., *Analysis*, *Recommendations*, *Status*, and *Measure Data*). - Cannot modify structure or configurations.
Editor
5
- Can edit **Edit Fields** such as *Element Name*, *Owner*, or *Description*. - Can create new elements (Objectives, Measures, Initiatives, etc.). - Can configure **Measure Data Series**, **Calculations**, **Evaluations**, and **Charts**.
Scorecard Administrator
6
- Manages scorecard-level reporting processes. - Can create **Summary Reports** and **Briefing Books**. - Can configure **Reporting Workflows**, **Reminders**, and **Notifications**. - Typically manages a department or division scorecard.
Administrator (Admin)
7
- Has full account-level control. - Can manage **Users**, **Groups**, **Reporting Periods**, **Frequencies**, and **Branding** settings. - Can configure **Custom Fields**, **Status Indicators**, and **System Setup** options.
No Access
8
- Cannot log in but can still be listed as an **Owner** or **Collaborator** on elements. - Useful for maintaining user associations after an employee leaves the organization. - We recommend setting former users to *No Access* before fully removing them from the system.
Adding a New User
9
1. From the top navigation, click **System Settings**. 2. Select **Users & Groups**.
10
1. Navigate to the **Users tab**. 2. Click the **plus icon (+)** to add a new user. 3. Enter the **First Name** and **Last Name**. 4. Click Save.
Editing an Existing User
11
1. From the top navigation, click **System Settings**. 2. Select **Users & Security**.
12
1. Navigate to the **Users tab**. 2. Click the kebab menu (⋮) to select **Edit User**.
13
Use the **Edit Profile** drawer to choose things like, **User Type**, **Title**, **Phone number**, **Department**, **Timezone**, Set a **Profile photo** or Send a **Welcome Email**. 1. Note: if you change the User Type, you must assign at least 1 Scorecard to the user.
Getting Started Guide – Managing Users
This article explains how to manage users in ClearPoint.
Fernando Montenegro
13 steps
26 seconds
Clearpointstrategy
1
User roles in ClearPoint are designed to give each collaborator the right level of access to perform their responsibilities effectively. By understanding user types and permissions, administrators can assign the correct role to every team member.
User Types in ClearPoint
2
ClearPoint includes five main user types, plus a “No Access” option. Each has distinct permissions and capabilities.
Browser (View Only)
3
- Can log in and view information they have access to. - Cannot edit or update data. - Can export pages and reports to PDF or Excel.
Updater
4
- Can do everything a Browser can. - Can enter updates in designated **Update Fields** (e.g., *Analysis*, *Recommendations*, *Status*, and *Measure Data*). - Cannot modify structure or configurations.
Editor
5
- Can edit **Edit Fields** such as *Element Name*, *Owner*, or *Description*. - Can create new elements (Objectives, Measures, Initiatives, etc.). - Can configure **Measure Data Series**, **Calculations**, **Evaluations**, and **Charts**.
Scorecard Administrator
6
- Manages scorecard-level reporting processes. - Can create **Summary Reports** and **Briefing Books**. - Can configure **Reporting Workflows**, **Reminders**, and **Notifications**. - Typically manages a department or division scorecard.
Administrator (Admin)
7
- Has full account-level control. - Can manage **Users**, **Groups**, **Reporting Periods**, **Frequencies**, and **Branding** settings. - Can configure **Custom Fields**, **Status Indicators**, and **System Setup** options.
No Access
8
- Cannot log in but can still be listed as an **Owner** or **Collaborator** on elements. - Useful for maintaining user associations after an employee leaves the organization. - We recommend setting former users to *No Access* before fully removing them from the system.
Adding a New User
9
1. From the top navigation, click **System Settings**. 2. Select **Users & Groups**.
10
1. Navigate to the **Users tab**. 2. Click the **plus icon (+)** to add a new user. 3. Enter the **First Name** and **Last Name**. 4. Click Save.
Editing an Existing User
11
1. From the top navigation, click **System Settings**. 2. Select **Users & Security**.
12
1. Navigate to the **Users tab**. 2. Click the kebab menu (⋮) to select **Edit User**.
13
Use the **Edit Profile** drawer to choose things like, **User Type**, **Title**, **Phone number**, **Department**, **Timezone**, Set a **Profile photo** or Send a **Welcome Email**. 1. Note: if you change the User Type, you must assign at least 1 Scorecard to the user.
