User Types – Browser
This article explains what Browser users can do in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Browser users can log in, navigate pages they have access to, and export information for review or sharing. They cannot add, edit, or update any content.
Browser User Capabilities
2
Browser users can view **Detail Pages**, **Summary Reports**, **Dashboards**, **Charts**, and any information their administrator has granted access to. They cannot: - Edit or update fields - Add or delete elements - Change layouts or configurations They can: - View information across scorecards - Favorite pages for quick access - Export reports to PDF, Excel, or PowerPoint - Download attachments
Favoriting a Page
3
You can mark pages as Favorites to find them quickly later. 1. Select **Elements** from the left navigation. 2. Open **Measures** (or another element type).
4
1. Choose the element you want to favorite (e.g., *Expenses*). 2. Click the **kebab menu (⋮)**. 3. Click the **Favorite** ⭐ icon at the top right of the page.
5
To view favorited pages: 1. Click **My ClearPoint** in the Control Panel. 2. Select **My Favorites**.
Exporting a Page
6
Browser users can export pages for printing, sharing, or offline review. **Export to PDF** 1. Select **Reports** from the left navigation. 2. Open **Scorecard**.
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1. Select a report (e.g., *Welcome Page*). 2. Click the **kebab menu** (⋮) menu. 3. Choose **Export to PDF**.
Emailing a Page
8
Instead of downloading a report, you can email it directly from ClearPoint. 1. Click the **kebab menu** **(⋮)** and select **Email Page**. 2. Choose the **Recipients**. 3. Edit the **Subject** and add a message in the **Body** field. 1. (Optional) Select ***Send me a copy of this message***. 4. Select a **Page Size** and **Page Orientation**. 5. Click **Save**.
Accessing Attachments
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Browsers can download attachments added by administrators or editors. ## From a Detail Page 1. Select **Elements** from the left navigation. 2. Open **Objectives**. 3. Select an element (e.g., *Direct Routes*). 4. Under **Attachments**, click **Download**.
10
## Need More Access? Your administrator determines what pages you can view.\ If you believe you need additional access, contact your ClearPoint administrator—they can update your scorecard permissions or user type as needed.
User Types – Browser
This article explains what Browser users can do in ClearPoint.
Fernando Montenegro
10 steps
20 seconds
Clearpointstrategy
1
Browser users can log in, navigate pages they have access to, and export information for review or sharing. They cannot add, edit, or update any content.
Browser User Capabilities
2
Browser users can view **Detail Pages**, **Summary Reports**, **Dashboards**, **Charts**, and any information their administrator has granted access to. They cannot: - Edit or update fields - Add or delete elements - Change layouts or configurations They can: - View information across scorecards - Favorite pages for quick access - Export reports to PDF, Excel, or PowerPoint - Download attachments
Favoriting a Page
3
You can mark pages as Favorites to find them quickly later. 1. Select **Elements** from the left navigation. 2. Open **Measures** (or another element type).
4
1. Choose the element you want to favorite (e.g., *Expenses*). 2. Click the **kebab menu (⋮)**. 3. Click the **Favorite** ⭐ icon at the top right of the page.
5
To view favorited pages: 1. Click **My ClearPoint** in the Control Panel. 2. Select **My Favorites**.
Exporting a Page
6
Browser users can export pages for printing, sharing, or offline review. **Export to PDF** 1. Select **Reports** from the left navigation. 2. Open **Scorecard**.
7
1. Select a report (e.g., *Welcome Page*). 2. Click the **kebab menu** (⋮) menu. 3. Choose **Export to PDF**.
Emailing a Page
8
Instead of downloading a report, you can email it directly from ClearPoint. 1. Click the **kebab menu** **(⋮)** and select **Email Page**. 2. Choose the **Recipients**. 3. Edit the **Subject** and add a message in the **Body** field. 1. (Optional) Select ***Send me a copy of this message***. 4. Select a **Page Size** and **Page Orientation**. 5. Click **Save**.
Accessing Attachments
9
Browsers can download attachments added by administrators or editors. ## From a Detail Page 1. Select **Elements** from the left navigation. 2. Open **Objectives**. 3. Select an element (e.g., *Direct Routes*). 4. Under **Attachments**, click **Download**.
10
## Need More Access? Your administrator determines what pages you can view.\ If you believe you need additional access, contact your ClearPoint administrator—they can update your scorecard permissions or user type as needed.
