Administrators can create users individually or in bulk, assign the correct user type, configure access, and update profiles as needed. ClearPoint Next also includes enhanced bulk user management tools to streamline onboarding and maintenance.
Adding a Single User
In this example, we’ll create a user with Editor permissions.
From the top navigation, click Settings.
Select Users & Security.
Configure User Details
Click the Add User (+) icon.
Enter required fields:
First Name
Last Name
Click Save and Edit.
💡 Users are created as No Access by default.
Configure User Profile
Select a User Type (e.g., Editor).
Enter required fields:
First Name
Last Name
Email Address
Optionally add:
Title
Phone Number
Department
Use dropdowns to configure:
Manager
Language
Timezone
The user’s timezone controls when scheduled items run for them.
For more, see our Notification Settings article.
Add a Profile Picture (optional).
Enable Send Welcome Email to notify the new user automatically.
Security Settings
Navigate to the Security tab.
Set a temporary password if desired.
Users will be prompted to reset their password on first login (default).
Optional: additional security settings are available
Single Sign-On (SSO)
Two Factor Authentication
Scorecards & Home Access
Navigate to the Scorecards & Home tab.
Select the Scorecards the user should have access to.
If no Scorecards are selected, the user’s type becomes No Access.
Click Save.
Editing Existing Users
Go to Settings
Select Users & Security.
Click the kebab menu (⋮) and select Edit User.
Profile Tab
Update name, department, manager, contact details
Change User Type
Modify language or timezone
Security Tab
Administrators can:
Reset a user’s password
Require password reset on next login
Enable Two-Factor Authentication
Require Single Sign-On (SSO) if your organization uses it
Scorecards & Home Tab
Add or remove Scorecard access
Adjust default home page
For more information, see our Scorecard Access article.
