Administrators ensure your ClearPoint account runs smoothly. They create and manage user accounts, assign access levels, configure system settings, customize terminology, and manage scorecards across the organization. Admins also support reporting needs by creating scorecards, organizing data structures, and generating Scorecard Reports.
Adding a User
ClearPoint includes five user types, each with different levels of access and capabilities. Administrators are responsible for assigning the correct type based on each person's responsibilities.
➡️ For details about each user type, visit Managing Users.
Create a New User
Go to Settings from the top navigation.
Select Users & Security.
Click the Plus icon to add a new user.
Enter required fields:
First Name
Last Name
Click Save and Edit.
Choose a User Type (e.g., Editor).
(Optional) Configure:
Notification settings
Manager
Language & Timezone
Navigate to the Scorecards & Home tab.
Select the scorecards the user should access.
If no scorecards are selected, the user will be created as No Access.
Click Save.
Menu & Element Names
Organizations often use different terminology for strategic planning elements. ClearPoint lets Administrators customize menu labels and element names to match your organization’s language.
➡️ For a deeper overview, see Administrator Options.
Customize Element Names
Go to Settings from the top navigation.
Select Account Defaults.
Navigate to the Element Names tab.
Click the Edit (pencil) icon next to any element.
Update the Custom Name, or choose to Hide the element if your organization does not use it.
Click Save.
Manage Scorecards
Administrators can create and manage scorecards, including defining hierarchical relationships such as Parent and Child Scorecards. This helps align multiple plans or organizational divisions.
➡️ Learn more in Scorecards and Managing Scorecards.
Add a Scorecard
Select Scorecards from the left navigation.
Select Add Scorecard.
Enter a Name for the scorecard (e.g., Financials).
Click Save.
Scorecard Reports
Scorecard Reports serve as dashboards that bring together multiple reports, detail pages, and visualizations onto one page. They are ideal for tracking progress, identifying trends, and supporting leadership decision-making.
➡️ See Scorecard Reports for more detailed instructions.
Create a Scorecard Report
Select Reports from the left navigation.
Click the Plus icon to create a new report.
Enter a Name for the report (e.g., Financials Q1 26).
Select the Report Type.
Click Save.
