Share scorecard and/or KPIs with BSC Designer Online

Share Scorecard and KPIs Training video: Share Scorecard and KPIs

Placing users into the relevant groups in the organizational structure is the easiest way to give to a user necessary access rights to the scorecard projects. It is also possible to share projects with the users from other groups. It is possible to share:

Adding access rights

Follow these steps to share your scorecards or specific indicators.

  1. Go to the "My Projects" and select the project that you want to work with
  2. Click on the "Share" button on the toolbar:
  3. Share button on the toolbar

  4. On the "Share" page click on the "Share whole scorecard" or "Share specific KPIs" button.
  5. Find the user that you want to work with. You might want to add additional users beforehand.
  6. Next to the user's name find the type of the access that you want to give to the user and click on the "Grant" button.

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

Revoke access rights

To revoke access rights follow the steps 1-4 as described above. Next to the user's name press the "Revoke" button.

You can also revoke all additional access rights, to do so click on the "Revoke all" button.

Public access

With BSC Designer Online you can make a public scorecard. To give public access on the step 4 find "Public user" located in the "Additional users" group and give that user required rights.

Access by email

In some cases you might want to give an access to the person who is registed with BSC Designer Online, but is not linked to your account. In this case on the step 4 use section "Grant rights for email", and specify the email of the person.