Collaborative Strategic Planning with BSC Designer

Involve members of your team in strategy planning and execution. Learn the difference between Power, Data Input, and View-only users.

  • Role-level permissions (data input users, power users, administrators, unlimited view-only users).
  • Action-level permissions (access to historical values, approval workflow).
  • Scorecard-level access.
  • Grouping users into teams for better access control and collaboration.

Learn more about who should be involved in strategic planning and different involvement models.

Adding Users

To add additional users to an account:

  1. Go to the > Users section
    2. “Access
  2. Click the Add user button
  3. Enter required details:

    4. Managing users in BSC Designer

  4. Press Save button

Alternatively, send out the Invite link to the users so that they can self-register under their company's account.

To implement the best security practices, enable the requirement for two-factor authentication on your account via > Settings > Organization > Two-Factor Authentication.

Role-Level Permissions

An account owner can specify the role of user:

  • Administrator can access and modify all scorecards and account settings.
  • Power users can access and modify any part of a scorecard, including goals, KPIs, initiatives, current values, and targets.
  • Data input users can only enter new data in the value field of existing KPIs, upload documents, and add comments to KPIs.
  • View-only users can only view data already entered by other users and access dashboards and strategy maps that already exist in the scorecard.

Action-Level Permissions

In addition to user roles, an account administrator can further adjust user rights:

  • Allow use external datasources: power users will be able to use existing datasources to create new SQL indicators.
  • Restrict user rights to data input only: power user will be able to change the Value field of the indicator only.
  • Approval required for entered data: new values entered by the user will need an approval by a power user.
  • Allow change of the historical values: the time period for considering values as historical is defined via > Settings > Workflow > Historical data.

Scorecard-Level Access via Ownership

Users assigned as owners to goals, indicators, and initiatives are automatically granted access rights according to their user type.

To assign an owner to a goal or indicator:

  1. Open any scorecard
  2. Select any goal or indicator, and switch to the General tab below
  3. Use the Owner control to assign an owner
Select owner for a goal or indicator

To assign an owner to an initiative:

  1. Open any scorecard
  2. Open an existing initiative or create a new one
  3. Use the Owner control to assign an owner

To revoke access rights granted by ownership, remove the user as the owner of the item.

Owners will start receiving automatic notifications from the platform.

  • Administrators can adjust global notification settings via > Settings > Workflow > Notifications for owners.
  • Owners can adjust their notification frequency via > Settings > Profile > Email notifications.

Additional Access Rights

Follow these steps to grant a user additional access rights.

  1. Go to the > Strategy Workspace > My Scorecards
  2. Select the group or the scorecard that you want to work with
  3. Click on the Share button on the toolbar:

    4. Share button on the toolbar

  4. On the Share page select the rights that you want to assign to the user and click on the Next button.
    5. Select rights to assign to a scorecard or an indicator
  5. Find the user that you want to work with. Next to the user's name find the type of access that you want to give to the user and click on the Grant button.

In addition to users from the account, the administrator can select:

  • Public User to make scorecards public (only available for view rights).
  • Grant Rights for Email to grant access to a user who does not belong to your account.

Users who have access to this scorecard will now see it in their account in an organizational structure.

To revoke access rights follow the steps 1-3 as described above.

  1. Go to the Active permissions tab
  2. Next to the user's name press the Revoke button

Teams of Users

Assigning users to teams facilitates the management of ownership and access rights.

To create a new team:

  1. Navigate to > Users.
  2. Click Add in the Team section.

To assign a user to a team:

  1. Navigate to > Users.
  2. Click the Edit button in the Team column of the users table.
    3. “Click
  3. Select the teams the user belongs to.

Audit Trail

BSC Designer allows the account administrator to log and monitor user activities within the platform. To enable the audit trail and view all activities:

  1. Go to Menu > Users.
  2. Click the Audit Trail button.
  3. Enable Log User Activity.

To view activities related to specific scorecard items:

  1. Open the scorecard and select the required item.
  2. Switch to the Context tab.
  3. Click the History of Changes button.