Skip to main content

Getting Started Guide – Logging In & Managing Profile

This article explains how to log in to ClearPoint and manage your user profile.

Ted Jackson avatar
Written by Ted Jackson
Updated over 2 months ago

Your ClearPoint account is the starting point for tracking performance, monitoring milestones, and aligning your team’s strategic goals—all in one place.


Logging In

You can access ClearPoint directly from our website.

  1. Click Login in the top-right corner.

  1. On the login page, enter your email address and password.

    1. (Optional) Mark Save email address to save your login information.

  2. Click Log In.


Resetting Your Password

If you’ve forgotten your password:

  1. On the login page, click Reset Password.

  2. Enter your email address.

  3. Click Send Link.

  4. Check your email for reset instructions and follow the link to create a new password.


Troubleshooting Login Issues

If you’re unable to log in, follow these steps to resolve common problems.

General Troubleshooting

  • Refresh your browser – Reloading the page can fix temporary issues.

  • Clear your cache and cookies – Outdated data can cause login errors.

  • Restart your computer – This can resolve local software or network issues.


Single Sign-On (SSO) Issues

If your organization uses SSO and your credentials are valid but you still can’t log in:

  • Contact your IT team to verify your organization’s SSO configuration.

  • Ensure your company’s identity provider (e.g., Okta, Azure AD) is working correctly.


Device-Specific Login Problems

  • Complete the general troubleshooting steps above.

  • Try logging in from another browser or device.

  • If the issue persists across devices, contact ClearPoint Support for help.


Escalating Unresolved Issues

If you still can’t access your account:

  • Contact ClearPoint Support at [email protected].

  • Provide details about the issue and note which troubleshooting steps you’ve tried.

  • If your organization uses SSO, coordinate with your IT department for internal verification.


Managing Your Profile

Once logged in, you can manage your account settings from your profile menu.

  1. Click your profile icon (circle) in the top-right corner of the screen.

  2. Select your user name.

  3. Update your Language, Time Zone, or upload a Profile Picture.

  4. Click Save.

Security Settings

To update your password or enable two-factor authentication:

  1. Navigate to the Security tab.

  2. Update your Password or enable Two-Factor Authentication (2FA).

  3. Click Save.

Did this answer your question?