User roles in ClearPoint are designed to give each collaborator the right level of access to perform their responsibilities effectively. By understanding user types and permissions, administrators can assign the correct role to every team member.
User Types in ClearPoint
ClearPoint includes five main user types, plus a “No Access” option. Each has distinct permissions and capabilities.
Browser (View Only)
Can log in and view information they have access to.
Cannot edit or update data.
Can export pages and reports to PDF or Excel.
Updater
Can do everything a Browser can.
Can enter updates in designated Update Fields (e.g., Analysis, Recommendations, Status, and Measure Data).
Cannot modify structure or configurations.
Editor
Can edit Edit Fields such as Element Name, Owner, or Description.
Can create new elements (Objectives, Measures, Initiatives, etc.).
Can configure Measure Data Series, Calculations, Evaluations, and Charts.
Scorecard Administrator
Manages scorecard-level reporting processes.
Can create Summary Reports and Briefing Books.
Can configure Reporting Workflows, Reminders, and Notifications.
Typically manages a department or division scorecard.
Administrator (Admin)
Has full account-level control.
Can manage Users, Groups, Reporting Periods, Frequencies, and Branding settings.
Can configure Custom Fields, Status Indicators, and System Setup options.
No Access
Cannot log in but can still be listed as an Owner or Collaborator on elements.
Useful for maintaining user associations after an employee leaves the organization.
We recommend setting former users to No Access before fully removing them from the system.
Adding a New User
From the top navigation, click System Settings.
Select Users & Groups.
Navigate to the Users tab.
Click the plus icon (+) to add a new user.
Enter the First Name and Last Name.
Click Save.
Editing an Existing User
From the top navigation, click System Settings.
Select Users & Security.
Navigate to the Users tab.
Click the kebab menu (⋮) to select Edit User.
Use the Edit Profile drawer to choose things like, User Type, Title, Phone number, Department, Timezone, Set a Profile photo or Send a Welcome Email.
Note: if you change the User Type, you must assign at least 1 Scorecard to the user.
