ClearPoint allows you to apply your organization’s branding consistently across the application using Account Colors. Account Colors replace the legacy Custom Styles functionality and provide a simplified, centralized way to manage how navigation, cards, charts, diagrams, templates, and reports appear throughout your account.
Configuring Account Colors
Admins can manage Account Colors in the Settings panel.
From the top navigation, click Settings.
Choose Account Defaults.
Select Account Colors from the Settings list.
Choose:
Primary Color
Secondary Color
Five Accent Colors
💡 Primary and secondary colors apply across the main interface, while accent colors can be used on cards, charts, templates, and other visual elements.
Where Account Colors Are Used
Navigation
Primary and secondary colors appear in:
The left navigation panel
Navigation highlights
Key UI accents
💡 This ensures your organization’s branding extends into everyday navigation.
Cards on Detail Pages, Workspaces, and Scorecard Layout Reports
Cards (formerly pods) support applying accent colors, allowing you to visually group content or highlight specific information.
To apply a color to a card:
Click on Elements from the left navigation.
Go to Measures.
Click on the Measure you want to work with (e.g., Expenses)
Click on the kebab menu (⋮) and select Edit Layout.
Click on the kebab menu (⋮) on any card.
Select Edit Card Visual Settings.
Choose an accent color from the account palette.
Click Confirm.
Charts
Accent colors can be applied directly to chart series to support consistent visual branding.
Click on Elements from the left navigation.
Go to Measures.
Click on the Measure you want to work with (e.g., Expenses)
Double click on the Chart.
Navigate to the Series tab, select an accent color for each series.
Save changes.
Reports
Accent colors appear in:
Chart visuals within dashboard reports
Cards within Scorecard Layout Reports
Headers and footers when using templates
Exported content (PDF and HTML)
Click on Reports from the left navigation.
Navigate to the Measures tab.
Locate the detail page, workspace, or scorecard layout (e.g., Summary Reports)
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Report tab.
Choose an Accent Color or Default.
Set the Background Transparency.
Click Save.
💡 Cards using accent colors will retain those colors in exports and templates.
Best Practices for Branding Your Account
Use Primary and Secondary colors for your brand’s main identity.
Apply accent colors consistently within layout designs:
One accent color for analysis cards
Another for update fields
Another for performance visualization
Use accent colors on key charts to improve readability across scorecards and dashboards.
Review exported templates regularly to ensure branding alignment.