How-To Guides – Creating and Accessing Snapshots

Learn how to create, access, and manage Snapshots in ClearPoint.

Fernando Montenegro
10 steps
20 seconds

Clearpointstrategy

A **Snapshot** is a view-only copy of your ClearPoint account captured at a specific point in time.\ \ Snapshots allow you to preserve a historical record of your account, track progress over time, and compare different versions of your strategic plan. 📘 *Available for Professional Plans and above.*

Creating a Snapshot

1. From the top navigation, click **System Settings**. 2. Select **Audit & Recovery**.

1. Navigate to the **Snapshots tab**. 2. Click the **+ Add Archive** button in the top right corner. 3. A default **Snapshot Name**. 4. Click **Save** to begin the process.

You’ll receive an **email notification** once the snapshot is complete and available to access. 💡 *Tip: Snapshots capture all Scorecards, Elements, and Reports exactly as they appear at that moment.*

Accessing a Snapshot

1. From the top navigation, click **System Settings**. 2. Select **Audit & Recovery**.

1. Navigate to the **Snapshots tab**. 2. Click the kebab menu (⋮) to select **Edit Archive**. 3. Select the users that should have access to the Snapshot. 4. Click **Save**.

When authorized users log in, they can select whether to open the **live account** or a **Snapshot** version. ⚠️ *We recommend granting snapshot access to Administrators only. All Scorecards and data are visible within a snapshot.*

Deleting a Snapshot

You can store up to **three active Snapshots** at a time. Snapshots in the Recycle Bin also count toward this limit.

1. From the top navigation, click **System Settings**. 2. Select **Audit & Recovery**.

1. Locate the Snapshot you want to delete. 2. Click the **kebab menu (⋮)** next to it and select **Delete Archive**. 3. Confirm the deletion. 💡Deleting a Snapshot permanently removes it and frees up space for new ones.

How-To Guides – Creating and Accessing Snapshots

Learn how to create, access, and manage Snapshots in ClearPoint.

Fernando Montenegro
10 steps
20 seconds

Clearpointstrategy

Creating a Snapshot

1. From the top navigation, click **System Settings**. 2. Select **Audit & Recovery**.

1. Navigate to the **Snapshots tab**. 2. Click the **+ Add Archive** button in the top right corner. 3. A default **Snapshot Name**. 4. Click **Save** to begin the process.

Accessing a Snapshot

1. From the top navigation, click **System Settings**. 2. Select **Audit & Recovery**.

1. Navigate to the **Snapshots tab**. 2. Click the kebab menu (⋮) to select **Edit Archive**. 3. Select the users that should have access to the Snapshot. 4. Click **Save**.

Deleting a Snapshot

You can store up to **three active Snapshots** at a time. Snapshots in the Recycle Bin also count toward this limit.

1. From the top navigation, click **System Settings**. 2. Select **Audit & Recovery**.