ClearPoint allows you to rename top-navigation items—such as Scorecards, Maps, Objectives, Measures, Initiatives, Action Items, and Risks—so they reflect your organization’s terminology. You can also customize names for specific scorecards, reorder the menu, or hide items you don’t use.
Renaming Elements and Menu Items
You can change how each element appears across your entire ClearPoint account.
From the left navigation, click Settings.
Select Account Defaults.
Navigate to the Element Names tab.
Click the edit pencil next to the element you want to rename (e.g., Objectives).
In the Default Names tab, update:
Name (singular)
Plural
Menu Label (controls how the name appears in top navigation)
Click Save.
Reordering Items in the Top Navigation
Adjust the order of elements in the left navigation bar to match your workflow.
From the top navigation, click Settings.
Choose Account Defaults.
Navigate to the Elements Names tab.
Click and drag the six-dot handle next to each element to reorder.
Click Save Order.
💡 The updated order immediately applies to all users.
Hiding and Unhiding Elements from the Navigation Menu
If your organization doesn’t use certain elements (e.g., Risks), you can hide them from top navigation to simplify the user experience.
Hide at the Account Level
Navigate to the Elements Names tab.
Click the edit pencil next to the element you want to hide (e.g., Risk).
Toggle the option Hidden.
Click Save.
Best Practice
If your organization does not use a particular element type, hide it from the menu to reduce confusion and simplify onboarding for new users.