Giving the right people the right level of access is essential for maintaining an efficient and secure reporting environment. This guide explains each user type, how access works, and where to manage user permissions in ClearPoint.
User Types
ClearPoint offers a range of user types to support different roles in your organization. Each user type has its own set of capabilities. Administrators assign user types when creating or editing users.
No Access User
A No Access user cannot log into ClearPoint, but they can still be assigned as an owner of Objectives, Measures, Initiatives, Action Items, and other elements.
This is useful for maintaining historical ownership or reporting structure during offboarding.
➡️ Learn more: Off-boarding users in ClearPoint
Browser User
Browsers can log in and view information they have been granted access to, but cannot make updates. They can still export reports, favorite pages, and receive notifications.
Whenever possible, we recommend assigning Browser access rather than No Access so users can take advantage of navigation, alerts, and visibility features.
➡️ More details: User Types – Browser
Updater User
Updaters can view permitted content and modify update fields—the fields that change each reporting period, such as:
Measure data
Status indicators
Analysis and recommendations
Updaters cannot modify element structure or descriptive fields.
➡️ See also: Editing vs. Updating
➡️ More details: User Types – Updater
Editor User
Editors can do everything Updaters can do plus:
Add new elements (Objectives, Measures, Initiatives, etc.)
Edit descriptive fields like Owner, Definition, Charts, Series, Formulas
Configure automatic evaluations
Customize layouts on detail pages
➡️ More details: User Types – Editor
Scorecard Administrator
Scorecard Admins have all Editor permissions and can administer the scorecards they have access to:
Manage scorecard settings
Edit scorecard structure
Update layouts
Create reporting workflows and reminder emails
➡️ More details: User Types – Scorecard Admin
Administrator
Administrators have full access to the entire ClearPoint account. They can:
Create and manage all users
Add scorecards
Configure periods, defaults, status icons
Manage system-wide settings, integrations, API keys, custom fields, and more
More details: User Types - Administrator
💡 This is the highest-level user type in ClearPoint.
By Scorecard User
A By Scorecard user has different permissions depending on the scorecard.
For example:
Browser in Scorecard A
Updater in Scorecard B
Editor in Scorecard C
Scorecard Admin in Scorecard D
This gives organizations flexible access control across divisions or departments.
➡️ More details: User Types – By Scorecard
By Group User
By Group permissions allow extremely granular access—down to individual elements and reports.
To use By Group access, you must:
Create a User Group
Define access rules
Assign users to the group
This level of configuration is rarely needed and should be used carefully.
➡️ More details: Managing user groups
Permission Matrix
The table below provides a high-level overview of capabilities by user type.
Capability | Admin | Scorecard Admin | Editor | Updater | Browser | No Access |
View | ✔ | ✔ | ✔ | ✔ | ✔ |
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Favorite Pages | ✔ | ✔ | ✔ | ✔ | ✔ |
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Export to PDF, Excel, PPT | ✔ | ✔ | ✔ | ✔ | ✔ |
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Email Pages | ✔ | ✔ | ✔ | ✔ | ✔ |
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Download Attachments | ✔ | ✔ | ✔ | ✔ | ✔ |
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Access Revision History | ✔ | ✔ | ✔ | ✔ |
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Add/Delete Attachments | ✔ | ✔ | ✔ | ✔ |
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Create & View Briefing Books | ✔ | ✔ | ✔ | ✔ |
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Create Notifications | ✔ | ✔ | ✔ | ✔ |
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Edit Update Fields | ✔ | ✔ | ✔ | ✔ |
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Edit Descriptive Fields | ✔ | ✔ | ✔ |
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Edit Element Layouts | ✔ | ✔ | ✔ |
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Add/Delete Elements | ✔ | ✔ | ✔ |
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Create Strategy Maps | ✔ | ✔ | ✔ |
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Add Report Recipients | ✔ | ✔ |
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Manage Workflows & Emails | ✔ | ✔ |
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Manage Scorecards | ✔ | ✔ |
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Create Summary Reports | ✔ | ✔ |
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Browse Measure Library | ✔ | ✔ | ✔ | ✔ |
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Link to Library Measures | ✔ | ✔ | ✔ |
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Contribute to Library | ✔ | ✔ |
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Set Schedules | ✔ | ✔ |
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Manage Periods | ✔ |
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Manage Users | ✔ |
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Add Scorecards | ✔ |
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Create HTML Reports | ✔ |
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Create Custom Fields | ✔ |
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Create Custom Styles | ✔ |
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Create Initiative Evaluations | ✔ |
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Create API Keys | ✔ |
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Set IP Restrictions | ✔ |
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