User Permission Videos

Browsers can log into the system and look around but not make any changes. Learn more about Browser Permissions below. Happy Reporting!

What can an updater do on ClearPoint? Updaters can view everything (as permitted) and they can make changes to Update information like numerical data, status indicators, and analysis. Click down below for more information.

What does it mean to be an editor on ClearPoint? Editors can do everything that an Updater can do plus they can add new elements to the scorecard(s) (objectives, measures, initiatives, etc) and can add descriptive information like owners, definitions, charts, measure series, formulas, automatic evaluations, etc. Check out this video down below for more information.

So what exactly can a Scorecard Admin do on ClearPoint? This user role has all the permissions of an editor, plus the ability to edit the scorecard that they have “scorecard admin” access to. They can also edit layouts. As the name suggests, they are responsible for specific departmental scorecards. Click on the video down below for more information. Happy Reporting!

The By Scorecard user type is very common in ClearPoint, as it allows users to have different permission levels depending on which scorecard they are in. So for example, a By Scorecard user could have Scorecard Admin access in one scorecard and then Browser access in another.