How-To Guides – Off-Boarding Users in ClearPoint

This article covers disabling user accounts and updating element ownership using reports and inline editing.

Fernando Montenegro
11 steps
22 seconds

Clearpointstrategy

When employees leave your organization, it’s important to off-board them in ClearPoint to maintain security and ensure your account data remains accurate. This process involves removing their system access and reassigning ownership of any elements they managed. By following these steps, you can keep your ClearPoint account secure, organized, and up to date.

Step 1: Remove User Access

Removing access immediately ensures that a user can no longer log in or view data.

1. From the top navigation, click **Settings**. 2. Go to **Users & Security.**

1. Navigate to the **Users tab**. 2. Click the **kebab menu (⋮)** and select **Edit User.** 3. In the **User Details** drawer, set **User Type** to **No Access**. 4. Click **Save.**

💡 *Tip: This step also frees up a ClearPoint license that can be reassigned to another team member.*

Step 2: Identify Elements Owned by the User

After removing access, identify any Objectives, Measures, or Initiatives where the user is listed as **Owner** or **Collaborator**. You can quickly locate these using a **filtered summary report**.

1. From the left navigation, go to **Reports**. 2. Select **Manage Reports**, then open the **Measure Reports** tab. 3. Click **+ Add Report**.

1. In **Report Name**, enter a title such as *Off-Boarding – Measure Ownership*. 2. Select the **Report Type** and **Report Template**. 3. Click **Save**.

Apply a Filter to Show the Off-Boarded User

1. Click the **kebab menu (⋮)** and select **Edit Report**. 2. Navigate to the **Filter** tab. 1. Set **Filter Type** to ***AND: Include elements that match all of the below***. 3. Click **Add Filter**. 4. Select **Owner** from the Field dropdown. 5. Choose **Equals** for Comparison. 6. Under **Value**, select the user who was off-boarded. 1. (Optional) Add additional filters for **Collaborators** or other ownership fields. 7. Click **Save**.

Step 3: Reassign Ownership via Inline Editing

1. Open your off-boarding report (e.g., *Off-Boarding – Measure Ownership*). 2. Double-click the **Owner** or **Collaborator** field directly in the grid. 3. Select the new responsible user from the dropdown. 4. Click **Save**.

Repeat these steps for other element types (e.g., Objectives, Initiatives) by creating similar reports for each element category. 💡 *Tip: Inline editing updates ownership instantly across ClearPoint and is reflected in both Detail Pages and Summary Reports.*