Getting Started Guides
Everything you need to know to get going with ClearPoint
As a Browser
This is the most basic user role. Browsers can view content but have no editing capabilities.
- Getting Started Guide - Logging In & Managing ProfileThis article will cover logging into your ClearPoint account and managing your profile.
- Getting Started Guide - Reporting PeriodsThis article explains how to use reporting periods and reporting frequencies in ClearPoint.
- Getting Started Guide – Logging In & Managing ProfileThis article explains how to log in to ClearPoint and manage your user profile.
As an Updater
Updaters can update (i.e., make changes for a specific reporting period) for items they are responsible for but don’t have full editing capabilities for all content. You may want to start with the Browser Guide first, then continue on to these guides.
- Getting Started Guide - Element Detail PagesThis article will show you how to access and manage element detail pages in ClearPoint.
- Getting Started Guide - Introduction to Summary ReportsThis article provides an introduction to Summary Reports.
- Getting Started Guide - Making Your UpdatesThis article will walk through how to make updates to the strategic elements you are responsible for in ClearPoint.
- Getting Started Guide – Exporting Your ReportsThis article explains the different ways to export reports from ClearPoint.
As an Editor
Editors have broader access to create, modify, and delete content in ClearPoint Strategy. If you're new to ClearPoint, you may want to review the Browser and Updater Guides first.
- Getting Started Guide – Managing ElementsThis article covers the different element types in a ClearPoint scorecard and how to manage them.
- Getting Started Guide – Managing DataThis article explains how to manage and update measure data in ClearPoint.
- Getting Started Guide – Project ManagementThis article introduces how to manage projects in ClearPoint.
- Getting Started Guide – Charting Your DataThis article explains how to create and customize charts in ClearPoint.
As an Administrator
Administrators have the highest level of control over the ClearPoint Strategy account. Administrators should be familiar with everything that Browsers, Updaters, and Editors can do before starting these Guides.
- Getting Started Guide – Scorecard ReportsThis article introduces Scorecard Reports, a powerful way to view and manage your organization’s key information in ClearPoint.
- Getting Started Guide – ScorecardsLearn how to create, organize, and manage Scorecards in ClearPoint.
- Getting Started Guide – Administrator OptionsThis article explains how administrators can customize their ClearPoint account to align with organizational preferences and branding.
- Getting Started Guide – Managing UsersThis article explains how to manage users in ClearPoint.