User groups allow administrators to assign more granular permissions than standard user types. With access groups, you can control visibility and access down to individual reports, templates, or detail pages—making them ideal for departments or teams who should always share the same access rules.
Adding and Editing User Groups
User groups define specific access rules that apply to all users assigned to the group. These rules can grant or restrict access at the scorecard, element type, summary report, template, or page level.
Create or Edit a User Group
Select Settings from the top navigation.
Click on Users & Security.
Configure Access Rules
Navigate to the Groups tab.
Click the (+) Plus icon.
Enter a Group Name (e.g., User Access Group).
Click Add Rule.
In the pop-up window, select:
Scorecard
Element Type
Access Level (Browser, Editor, No Access, etc.)
Repeat as needed to add multiple rules.
Click Confirm.
Important: Order of Access Rules Matters
ClearPoint reads access rules from top to bottom, and the last applicable rule wins.
To ensure your restrictions work correctly:
List broad rules first (e.g., “Browser of [Scorecard]”)
List specific restrictions after (e.g., “No Access to Measure X”)
✔ Correct Order (Works)
Browser of Upward Airlines Corporate
No Access to Measure Revenue
No Access to Measure Expenses
No Access to Measure Net Profit
✘ Incorrect Order (Does Not Work)
No Access to Measure Revenue
Browser of Upward Airlines Corporate
In this case, the broad browser rule overrides the earlier restrictions.
Reports Access
In the Reports tab, select any Restricted Access Summary Reports that this group should be able to view.
Templates Access
In the Templates tab, choose which Restricted Access Briefing Book templates this group can access.
Hidden Scorecards
In the Scorecards tab, mark scorecards that should be hidden from this group.
This is especially useful when your account has many scorecards and it's faster than adding individual No Access rules.
Assigning Users to a Group
You can assign users from the group configuration or from their individual user profiles.
Assign a User to a Group
Select Settings from the left navigation.
Click Users & Security.
Navigate to the Users tab.
Click the kebab menu (⋮) next to the user and select Edit User.
Under User Type, select Assign Group.
Open the Access Groups tab.
Check the groups this user should belong to.
Click Save.
