Account Setup in BSC Designer Online

Setup an account in BSC Designer Online, change logo, add currencies for the initiatives, backup and restore data.

Test Account

Before buying any subscription we do recommend for all potential users to test BSC Designer Online during the free 30-day trial period. For the trial period we don't ask for a credit card details.

Switching to the Paid Account

Once the product was carefully evaluated a user can get a quote and buy a required subscription plan using the online price calculator. The calculator will ask for the required number of power users and preferred billing cycle. Once the order is finalized you will have an activation code. Follow these steps to enter it into BSC Designer Online:

  1. Login into your account (you can use your trial account or create a new one)
  2. Click Settings on the top, select Subscription tab
  3. Copy into the text box the Credit ID that you have (it starts with "crd-" and ends with "-kpionline")
  4. Click Activate button

Any time in the Subscription section you can check out the subscription details.

Account Backup

A security copy of the BSC Designer Online database is created regularly. You might be required by the security regulations of your company to do additional backup copies of your data. Follow these steps to do a backup of your account:

  1. Login into BSC Designer Online
  2. Go to the Settings section
  3. Select Backup tab
  4. Select there Backup scorecards and groups to backup the data from your account, or Restore scorecards and groups to restore from a previously saved backup.

Please note: these additional backups need to be stored locally and are not saved on BSC Designer Online server. Additionally, you might want to turn on the log of user activity in your account.

Changing Account Logo

Among the first steps after the account was created, you might want to change an account logo to the logo of your company.

  1. Go to the Settings section
  2. Select Logo tab
  3. Click Choose file and then Save to apply changes

Click Browse to select a logo file and submit to finalize the process. Please note: you might want to resize your logo before uploading to fit 189x39 pixels rectangle, otherwise it might look too small/big.

Currencies

Planning strategy for different regions might involve local currencies. To setup local currencies:

  1. Go to the Settings section
  2. Select Currencies tab

In the Currency tab:

The new currencies will be available:

Getting Started with an Account

Here are some recommended steps to get started with an account:

Once you reviewed main features using example scorecards, try all the functionality on your own: