ClearPoint offers a range of configuration options that let you rename elements, create new fields, adjust status indicators, and apply custom styles—ensuring your account reflects your organization’s strategy and identity.
System Settings Overview
From the top navigation, click System Settings to access a full suite of configuration tools.
ClearPoint displays settings in two view modes:
Category View (default): Settings are grouped into tiles such as Account Defaults, Customizations, Users & Security, Reporting Periods, and more.
List View: A condensed list of all settings. You can toggle between views using the Show List View button.
(Added per request: List/Category view explanation)
Across the top of the Settings page, administrators will also see two additional tabs:
License – Displays plan details, renewal dates, and usage information.
Success Portal – Provides access to help resources, training, and Customer Success tools.
Menu & Element Names
Many organizations use different terminology to describe their strategic elements (e.g., “Goals” instead of “Objectives”). ClearPoint allows administrators to rename or hide these elements for a more personalized experience.
From the top navigation, click System Settings.
Select Account Defaults.
Navigate to the Element Names tab.
Click the pencil icon next to the element you want to rename.
Enter a Custom Name (e.g., Goal).
(Optional) Check Hide if the element type isn’t used.
Click Save.
Default & Custom Fields
ClearPoint elements come with default fields—like Owner, Analysis, and Recommendations—which can be renamed to match your organization’s terminology.
Each element type also includes specific fields (e.g., Start Date and End Date for initiatives).
If you need additional data fields beyond the defaults, you can create custom fields in various formats (text, percentage, number, HTML, etc.).
Rename a Default Field
Navigate to the Element Default Labels tab.
Locate the Element Type to rename (e.g., Initiative > End Date).
In the Custom Label column, enter a new name (e.g., Due Date).
Click Save.
Add a Custom Field
From the top navigation, click Settings.
Select Customizations.
Navigate to the Custom Fields tab.
Click the plus icon (+) to add a field.
Enter a Custom Field Name (e.g., Description).
Select an Element Type (e.g., Objective).
Select a Field Type from the dropdown (e.g., HTML Text).
Click Save.
Status Indicators
ClearPoint includes four default status indicators:
Above Target (Green)
Caution (Yellow)
Below Plan (Red)
No Information (Blue)
You can add or modify indicators to match your organization’s visual language.
Create a Custom Status Indicator
From the top navigation, click System Settings.
Select Customizations.
Navigate to the Status Indicators tab.
Click the plus icon (+) to create a new indicator.
Enter a Status Name (e.g., Completed).
You can assign a Score, Set a Custom Status Color, Status Icon and select the Standard Elements the custom status will apply to.
Click Save.
