Adding, Managing, and Exporting Users in ClientPoint

Overview:
ClientPoint’s user management capabilities offer administrators complete control over user roles, access levels, and permissions, ensuring efficient team management and enhanced security. With options to add, manage, and export user data, ClientPoint helps administrators oversee user information and streamline access. This guide combines the essential steps for adding new users, updating permissions, deleting users, and exporting user data to provide administrators with a comprehensive resource for managing users in ClientPoint.

Roles in ClientPoint

Roles define a user’s level of access to ClientPoint’s features and functionalities. Each user is assigned a specific role, which dictates what they can and cannot do within the platform. Common roles might include Sales Representative, Business Development Manager (BDM), or Administrator, each with a tailored set of permissions.

• Administrator: Full control over all aspects of the system, including user management, data access, and settings.
• Sales Representative: Can create and manage proposals but has limited access to administrative functions.
• BDM or Other Roles: Typically have permissions specific to their department or function, such as accessing specific data sets or managing certain categories of proposals.

Workspaces in ClientPoint

A workspace refers to a specific area or environment within the platform where users interact with particular projects or sets of data. Workspaces allow you to organize your team and assign relevant tasks and permissions based on team roles, departments, or functional needs.

Each user can be assigned to a Default Workspace or additional workspaces that provide access to specific data and tools relevant to their role. For example:

• A Sales Representative may have access only to the proposals and projects within a particular division or category.
• An Administrator may have access to multiple workspaces, overseeing all team members and operations across divisions.

Workspaces ensure that users can work within their area of expertise while maintaining the privacy and security of sensitive data in other areas. This is especially important in larger teams where different members might need access to different levels of information.

Setting Up Roles and Workspaces for Efficiency

When adding a new user or modifying an existing user’s access, ClientPoint enables administrators to assign both the role and workspace of the user:

1. Assigning Roles: Ensure that each user is assigned an appropriate role that matches their function in the organization. Roles control what features and permissions the user has access to.
2. Selecting Workspaces: Admins can assign users to specific workspaces where they can access relevant data. For example, a Sales Rep might be assigned to a workspace that includes all proposals related to their client accounts, while a manager might be granted access to multiple workspaces for broader visibility across teams.

By combining roles and workspaces, ClientPoint enables efficient, secure collaboration while protecting sensitive information. This flexible system allows businesses to scale their teams and manage access in a streamlined way, ensuring the right people have the right level of access.

Adding New Users in ClientPoint

To add a new user, follow these steps:

1. Access the Users and Permissions Page:

   • Navigate to Settings from the ClientPoint homepage.

• • Click Users and Permissions. This page displays all current user accounts and allows for password resets and user updates.

1. Add User Details:

   • Click Add Users.

• • Enter the full name and email address of the new user.

• • Select the User Type and specify the Workspace and Division options.

1. • Complete any additional optional fields, if necessary.

2. Submit and Invite User:

   • Click Submit to save the user information.

• • After adding the user, you’ll be prompted to send an activation email. You can choose to send the link directly from ClientPoint, draft your own email, or copy/paste the activation link.

Note: To learn more about user roles and permissions, consult the ClientPoint User Roles Guide.

Managing User Accounts

ClientPoint provides flexibility for administrators to modify existing user accounts. Here’s how to manage user roles, update permissions, and delete users:

Updating User Roles and Access Permissions

1. Access the User’s Profile:

   • Go to Settings > Users and Permissions.

• • Select the user you wish to update, then click Edit.

1. Update User Role and Permissions:

   • Adjust the User Level as needed from the drop-down menu.

• • Choose the appropriate Workspace and Division to grant access specific to the user’s role.

1. • Select the Default Workspace and Division if applicable.

2. Save Changes:

   • Click Update to apply the changes.

Deleting Users

To remove a user from ClientPoint, follow these steps:

1. Select the User:

   • In Users and Permissions, choose the user you wish to delete.
   • Click Delete.

1. Confirm Deletion:

   • A confirmation pop-up will appear. Click OK to proceed.
   • If the user has assigned ClientPoints, reassign these to another team member in the system before finalizing.
   • Once reassigned, click Submit.

Exporting a User List

Exporting a list of users is useful for audits, reporting, and tracking user information. Here’s how to download the user list in CSV format:

1. Go to Users & Permissions:

   • Log in as an Administrator, and navigate to Settings > Users & Permissions.

2. Export the List:

• • Click the Excel icon at the top-right corner to initiate the export.
  • The file will download in a .csv format, providing an accessible view of all users and relevant data.

Conclusion:
With ClientPoint’s user management tools, administrators can efficiently add, manage, and remove users while maintaining control over access and permissions. Exporting user data enables easy tracking and auditing, making ClientPoint an organized and secure platform for managing team members.

For further support, please reach out to support@clientpoint.net.