Getting Started – Being an Administrator | ClearPoint Strategy

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.

Managing Scorecards

1) Manage scorecards

2) Add scorecards

3) Edit an existing scorecard

4) Delete old or unwanted scorecards

Administering 1

Managing Users

1) Users and Groups

2) Add new user

3) Edit permissions

Administering 2

Custom Fields

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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