Welcome to the ClearPoint Strategy Support Center! This article is designed to help you determine and understand your user role in ClearPoint Strategy and the various permissions associated with each role.
How to Determine Your User Role
Log in to your ClearPoint Strategy account.
View the lower left corner of your screen (in the footer).
Your access level should be listed in a badge. It will be one of the following:
Please note that there are additional user types — including By Scorecard and Group Access — that let organizations apply more fine-grained permissions. By Scorecard users can hold a different role (including Scorecard Admin) in each scorecard they access.
User Roles and Their Permissions
Browser
Key Characteristics: This is the most basic user role. Browsers can view content but have no editing capabilities.
Permissions:
View scorecards, reports, and details.
No editing or updating permissions.
Cannot access administrative settings.
Updater
Key Characteristics: Updaters can update (i.e., make changes for a specific reporting period) for items they are responsible for but don't have full editing capabilities for all content.
Permissions:
Update measures and initiatives they are responsible for.
Cannot create new scorecards or reports.
No permissions to delete any content.
Cannot access administrative settings.
Editor
Key Characteristics: Editors have broader access to create, modify, and delete content in ClearPoint Strategy.
Permissions:
Create, modify, and delete scorecards, measures, and initiatives.
Assign responsibilities for specific measures and initiatives.
Cannot manage user roles and permissions.
Limited access to system settings.
Scorecard Admin
Key Characteristics: Scorecard Admins have full control over a specific scorecard. This role is assigned per scorecard and is available when a user's type is set to By Scorecard.
Permissions:
Full access to create, modify, and delete content within their assigned scorecard(s).
Manage scorecard-level settings and configurations.
Assign user permissions for their scorecard.
Cannot access account-wide administrative settings.
Scorecard Admin is set on a scorecard-by-scorecard basis. A user can be a Scorecard Admin in one scorecard and a Browser in another. See User Types – By Scorecard User for setup instructions.
Administrator
Key Characteristics: Administrators have the highest level of control over the ClearPoint Strategy account.
Permissions:
Full access to create, modify, and delete all content.
Manage user roles and permissions.
Configure system settings.
Access and modify administrative settings, like integration settings and system configurations.
Best Practices
Check Your Role Frequently: Especially if there are multiple administrators in the account. Permissions can change based on the needs of the organization.
Ask for the Right Role: If you find that your role doesn't match your responsibilities, contact your account administrator to discuss potential changes.
Be Cautious: If you are an Editor or Administrator, remember that your actions can have significant impacts. Always double-check before deleting or making major modifications.
Conclusion
Understanding your user role is essential for efficiently using the ClearPoint Strategy platform. Each role serves a distinct purpose and carries its own set of permissions to ensure that users have the right tools and access to accomplish their tasks.
If you have additional questions or require further assistance, don't hesitate to reach out to our support team.