Assigning permissions By Scorecard allows administrators to give users different access levels in each scorecard. This ensures team members have exactly the access they need—no more, no less—creating a secure and efficient workflow.
What Is a By Scorecard User?
A By Scorecard user has different permissions depending on the scorecard they are working in. For example, a user could be:
Browser in 3 Scorecards
Updater in 1 Scorecard
Editor in another
Scorecard Administrator in 2 Scorecards
These permissions apply only to the scorecards selected for each access level.
Editing vs. Updating
Update Fields
Update Fields store information that changes every reporting period, such as:
Measure Series data
Analysis
Recommendations
Status or project progress
Learn more in the Updater User Help Center article.
Edit Fields
Edit Fields contain information that stays consistent across periods, such as:
Owner
Description
Data Source
Learn more in the Editor User Help Center article.
Setting Up By Scorecard Permissions for a User
From the left navigation, click Settings.
Select Users & Security.
Navigate to the Users tab.
Click the Kebab menu (⋮) and select Edit User.
Navigate to the Profile tab.
Under User Type, choose By Scorecard.
Navigate to the Scorecards & Home tab.
For each scorecard, select the desired access level:
Browser
Updater
Editor
Scorecard Admin
Click Save.
Browsing and Working in Scorecards
Your permissions will vary depending on the scorecard you open.
Select Elements & Reports from the Control Panel.
Choose Scorecards.
Examples:
Upward Airlines Corporate → Browser: You can view, export, and favorite pages, but cannot make changes.
Eastern Division → Updater: You can update fields like Analysis and Recommendations.
Central Division → Editor: You can edit Owners, Descriptions, Series, Charts, etc.
Western Division → Scorecard Admin: You can configure elements, access settings, and manage the scorecard.
Briefing Books
Regardless of your scorecard permissions, if you can view a scorecard, you can include it in a Briefing Book.
Creating a Briefing Book Template
Select Documents from the left navigation.
Click on Templates.
Navigate to the Briefing Books tab.
Click the Plus icon.
Enter a Template Name (e.g., Monthly Expenses Q4).
Use the dropdown menus to select:
Template Scorecard.
Template Object.
Template Layout.
Click Save.
Adding Scorecards and Pages
Go to the Briefing Books tab.
Click the Kebab menu (⋮) and select Edit Template.
Navigate to the Scorecards tab.
Choose the Scorecards to be included.
Click Save.
💡 Your new template will appear in Briefing Book Templates.