User Types – Administrator

This article explains what Administrators can do in ClearPoint Next.

Fernando Montenegro
13 steps
26 seconds

Clearpointstrategy

Administrators ensure your ClearPoint account runs smoothly. They create and manage user accounts, assign access levels, configure system settings, customize terminology, and manage scorecards across the organization. Admins also support reporting needs by creating scorecards, organizing data structures, and generating Scorecard Reports.

Adding a User

ClearPoint includes five user types, each with different levels of access and capabilities. Administrators are responsible for assigning the correct type based on each person's responsibilities. ➡️ For details about each user type, visit [**Managing Users**](https://next-support.clearpointstrategy.com/en/articles/12664813-getting-started-guide-managing-users).

Create a New User

1. Go to **Settings** from the top navigation. 2. Select **Users & Security**.

1. Click the **Plus** icon to add a new user. 2. Enter required fields: - **First Name** - **Last Name** 3. Click **Save and Edit**.

1. Choose a **User Type** (e.g., Editor). 2. (Optional) Configure: - Notification settings - Manager - Language & Timezone

1. Navigate to the **Scorecards & Home** tab. 2. Select the scorecards the user should access. - If no scorecards are selected, the user will be created as **No Access**. 3. Click **Save**.

Menu & Element Names

Organizations often use different terminology for strategic planning elements. ClearPoint lets Administrators customize menu labels and element names to match your organization’s language. ➡️ For a deeper overview, see [**Administrator Options**](https://next-support.clearpointstrategy.com/en/articles/12664050-getting-started-guide-administrator-options).

## Customize Element Names 1. Go to **Settings** from the top navigation. 2. Select **Account Defaults**.

1. Navigate to the **Element Names** tab. 2. Click the **Edit (pencil)** icon next to any element. 3. Update the **Custom Name**, or choose to **Hide** the element if your organization does not use it. 4. Click **Save**.

Manage Scorecards

Administrators can create and manage scorecards, including defining hierarchical relationships such as Parent and Child Scorecards. This helps align multiple plans or organizational divisions. ➡️ Learn more in [**Scorecards**](https://next-support.clearpointstrategy.com/en/articles/12789132-getting-started-guide-scorecards) and [**Managing Scorecards**](https://next-support.clearpointstrategy.com/en/articles/12701083-organize-your-strategy-managing-scorecards).

Add a Scorecard

1. Select **Scorecards** from the left navigation. 2. Select **Add Scorecard**. 3. Enter a **Name** for the scorecard (e.g., *Financials*). 4. Click **Save**.

Scorecard Reports

Scorecard Reports serve as dashboards that bring together multiple reports, detail pages, and visualizations onto one page. They are ideal for tracking progress, identifying trends, and supporting leadership decision-making. ➡️ See [**Scorecard Reports**](https://next-support.clearpointstrategy.com/en/articles/12583287-getting-started-guide-scorecard-reports) for more detailed instructions.

## Create a Scorecard Report 1. Select **Reports** from the left navigation. 2. Click the **Plus** icon to create a new report. 3. Enter a **Name** for the report (e.g., *Financials Q1 26*). 4. Select the **Report Type**. 5. Click **Save**.