Getting Started – Being an Administrator
Being an account administrator in ClearPoint is simple. In this video, you will learn how to add scorecards, users, custom fields, and more to get the data and reports you need.
1) Manage scorecards
2) Add scorecards
3) Edit an existing scorecard
4) Delete old or unwanted scorecards
1) Users and Groups
2) Add new user
3) Edit permissions
1) Select which element you would like to add the custom field to
2) Configure your custom field
3) Click ‘Save’.
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