How To Administer Your Account | Support Center | ClearPoint Strategy

Administer your account

ClearPoint Administrators have complete control over their accounts. Account admins can add and remove reporting periods, add and edit users, customize the account, set up integrations and API keys, and much more. Learn how to manage and customize your account, and understand the responsibilities you have as an administrator.

Administer your account

Manage reporting periods & frequencies

Manage users

Customize your account

Rollover Your Account

Use Enterprise Features