Users

For users with instance administrator permission.

 

To open the list of your organization’s Scorecard users, click the Administration icon at the top right, and choose Users.

 

The Users list displays each user’s username, last activity, role, and Scorecard permissions.

 

The table can be sorted by clicking any column header, and the search field can be used to locate a specific user, by entering any characters from any of the fields. 

 

To add a user, click Add User at the top and select + Add New User. (The + Add Existing User option can be used to add a user from another instance to your user list.)

Note: The number of users you can have is set by your license type. You can view your user count on the Billing page. Also, if you already have a list of users in CSV format, you can import them all at once. 

 

Adding a new user is done in Clear Impact Control. Enter the user’s email, name, choose either the User or Administrator role, and save. Specific permissions can be configured after returning to Scorecard.

 

The user receives a welcome email with account URL, username, and temporary password which they can change after their first login.

Note: Users can update their own password, by clicking their username at the top right and choosing Account. This opens Clear Impact Control, where you can click View My User Account.

 

The new user is added to the Clear Impact Control Users List. Clicking the Edit button enables you to change name or email, and the drop-down arrow next to this button has the Reset Password option. To configure Scorecard-specific user settings, click Products along the top and return to Scorecard.

 

In Scorecard, return to the Users list, and search for the user if needed. By default, each new user is assigned the Presenter role, which has the fewest permissions. To configure their role and other settings, click their Edit button.

 

The Edit User page has five tabs. After making any changes in any tab, be sure to click Save at the top.

 

The General tab is where you can configure roles and permissions. Start by selecting one of the four preset roles along the top:

• Administration: Access to everything
• Scorecard Builder: Access to everything except admin-level settings
• Data Entry: Ability to add comments, enter data, and action management
• Presenter: Add comments and action management
• User Activity: Shows a full history of the user's activity within an instance.

 

Then fine-tune the user’s permissions by enabling or disabling Access Control options.

• Add Commentary: Can comment on scorecard objects.
• Edit Scorecard Object Notes: Can edit all the notes of scorecards they have access to.
• Embed Scorecard: Can view and use the embed code for scorecard objects they have access to. (If Add/Edit Scorecard Objects is also enabled, they can toggle the embed feature for scorecards.)
• Add/Edit Scorecard Objects: Can edit and create new scorecard objects.
• Delete Scorecard Objects: Can delete any scorecard objects they have access to.
• Add/Edit Action: Can edit and create new actions.
• Delete Actions: Can delete any actions that they have access to.
• Data Entry: Can add data values to measures, but cannot change measure details.
• Edit Graph Settings: Can access a measure’s data graph to change settings.
• Update Status: Can add and edit action statuses in the Action Manager, or for actions in measures to which they have access
• Add To-Do's: Can add and edit to-do's for actions in the Action Manager , or for actions in measures to which they have access.
• Instance Admin: Can access and make changes to high-security sections of your instance. These include API XREF, Billing, Partner Connect, and, if you have multiple instances, all the Multi-Site Tools.
• Settings: Can access the General Settings admin page.
• Manage Users: Can access the Users admin page, for adding and editing users.
• Scorecard Defaults: Can access the admin pages for Notes, Action Custom Fields, and Global Color Bands. 
• Language Editor: Can access the Common Terms admin page.
• Calendar Manager: Can access the Reporting Frequencies admin page.
• Import/Export: Can access the Import Users admin page.
• All Scorecards: Can view every scorecard and scorecard object in the instance, regardless of other settings. Users without this permission will only be able to see scorecard objects that are linked to scorecards they have access to. If a scorecard object is not linked to a scorecard then only users with this permission will be able to see it. A user without this permission will need to have scorecards assigned to them on the Scorecards tab of this page.
• Compyle Access: Can switch to Compyle via the option on the top menu.
• View Reports: Can access Reports, to view reports and adjust report filters.
• Add/Edit Report: Can access  Reports to view, add, edit, and delete reports.

Note: Assign reports permissions carefully, as reports may data may contain data the user would not otherwise be able to see depending on scorecard access. 

In the Scorecards tab, select the scorecards this user will be able to access. If none are specified, the user can access all scorecards as long as they have Add/Edit Scorecard permission.

Note: You can also set user access when creating a scorecard.

 

In the Notifications tab, choose the types of notifications the user will receive: weekly or monthly digests of actions and favorite measures, and / or action notification emails.

Note: Users can change their notifications settings in the Preferences.

 

If the user will be accessing specific measures often, the Favorite Measures tab enables you to add those measures to the user’s Dashboard. Click Add Existing Measure.

 

In the Add Measure(s) To window, filter by type, tags, or title. Select the favorite measures, and click Add at the bottom. 

Note: Users can also mark their own measures as favorites, when viewing a measure.

 

Returning to the overall Users list, the number of active users and all users appears at the top left. By default, both active and inactive users are listed in the Users table, but you can use the Hide Inactive Users slider to show only active users. Inactive users have a grayed-out Edit button.

 

For an inactive user, clicking the drop-down arrow next to their Edit button enables you to reactivate them. The same arrow for an active user can be used to deactivate them.

 

Instance Administrators will also be able to access a User Activity Log within the User screen. This log shows the activity of all instance users and can be by date range to see activity only within a specified time frame.

The date range will default to the most recent one-month period, however instance can update the Start and End dates at any time. The User Activity log will refresh to show results for the specified period when the Instance Admin presses the "Go" button. Users can also export the list as a PDF file or an Excel file.