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

Managing reporting periods

Managing reporting frequencies

End user summary reports

Managing users

Creating an easy update experience for end users

Creating and using custom fields

Manage reporting periods & frequencies

Manage users

Customize your account

Rollover Your Account

Use Enterprise Features

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Getting Started

Build your strategic plan in ClearPoint

Track your performance measures

Manage your projects

Automate your process

Integrate With ClearPoint

Report your results

Share with the ClearPoint Community

Administer your account

Training Videos

Care Packages

What's New in ClearPoint

Managing reporting periods

Managing reporting frequencies

End user summary reports

Managing users

Creating an easy update experience for end users

Creating and using custom fields

Managing reporting periods

Getting Started – Reporting Periods

Managing reporting frequencies

Using fiscal years in ClearPoint

End user summary reports

Managing users

Managing user groups

Getting Started – Managing Users

Building a summary report for making updates

Creating an easy update experience for end users

Off-boarding users in ClearPoint

Browser User

Updater User

Editor User

Why am I not receiving emails from ClearPoint?

Scorecard Admin User

By Scorecard User

Configuring Single Sign-On (SSO) with ClearPoint

Setting your home page in ClearPoint

Enabling two-factor authentication

Exporting User Access and User Activity Reports

Setting user permissions for a scorecard

Revision History

Getting Started – Administrator Options

Managing menu and element names

Enabling Integrated Logins

Branding in ClearPoint using Custom Styles

Embedding maps and dashboards in ClearPoint

Customizing HTML Tables in ClearPoint – FAQ

Creating custom charts

Creating custom number formats

Setting the maximum number of rows in data tables

Understanding security options in ClearPoint

Changing default currency type

Understanding Report Options

Setting default page layouts

Adding, editing, and re-ordering status indicators

Changing the default series included in a new measure

Creating and using custom fields

Renaming a default field

Editing default field labels

Creating and using a calculated field

Rolling over your account

Copying information forward from a previous period

Recalculating a measure or scorecard

Creating and accessing snapshots

Setting up a milestone roll-up using project evaluations

Custom Scripts

Bulk Changes

Tagging

Bulk Change Scripts Care Package

Tagging Care Package

Project Evaluations Care Package

Getting started with the ClearPoint API

Setting IP Restrictions

Creating and using project evaluations

Getting and Using ClearPoint API Keys