Account Colors in ClearPoint
Account Colors provide a simpler, more consistent branding experience throughout ClearPoint.
Fernando Montenegro
22 steps
44 seconds
Clearpointstrategy
1
ClearPoint allows administrators to configure a unified color system that applies across navigation, cards, charts, reports, and visual components. Account Colors include: - **Primary & Secondary Colors** used across global UI elements - **Accent Colors** used to visually differentiate cards, charts, and components - **Color application controls** within cards, layouts, charts, and reports These settings ensure brand consistency and improve visual clarity for all users.
Accessing Account Colors
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To configure account-wide colors: 1. Click **Settings** from the top navigation. 2. Select **Account Defaults**.
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1. Configure **Primary**, **Secondary**, and **Accent Colors**. - You may choose up to **five** accent colors. 💡 Changes made here update visual components across the entire account.
Primary & Secondary Colors
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Your **Primary** and **Secondary** colors determine the look and feel of the application, including: - Left navigation color theme - Buttons, highlights, and selected states - Detail page labels - Report headers and borders - Template styling defaults (when no custom style is applied) 💡 These colors help maintain consistent brand identity across key UI areas.
Accent Colors
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Accent colors offer flexible visual customization within pages, charts, and layouts. You can define up to **five accent colors** that users can apply to: - Element cards on detail pages - Workspace cards - Pod/card visual settings (e.g., background color, label color) - Series or chart elements - Scorecard layouts - Dashboard components 💡 Accent colors make it easy to visually differentiate content while maintaining consistent styling.
Cards (Layout Content Across the Application)
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Cards (formerly pods) support accent colors for visual grouping or emphasis.
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**Applying Colors to Cards** Users can apply accent colors using **Edit Card Visual Settings**. 1. Click on **Elements** from the left navigation. 2. Go to **Measures**. 3. Click on the **Measure** you want to work with (e.g., Expenses).
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1. Click on the **kebab menu (⋮)** and select **Edit Layout**.
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1. Click on **the kebab menu** (⋮) on any card. 2. Select **Edit Card Visual Settings**.
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1. Choose an accent color from the account palette. 2. Click **Confirm**.
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Cards appear in: - Detail pages - Workspaces - Scorecard Layout Reports Because these cards are configurable throughout Edit Layout mode, accent colors give structure to layouts and improve scannability.
Applying Colors in Charts
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Charts make use of both series-level custom colors and the account’s set of accent colors. Where **Accent Colors** appear in Charts Accent colors can be used for: 1. Series colors 2. Marker colors and shapes 3. Plot bands 4. Chart backgrounds and display elements (depending on chart type)
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**How to Apply Accent Colors in a Chart** 1. Click on **Elements** from the left navigation. 2. Go to **Measures**. 3. Click on the **Measure** you want to work with (e.g., Expenses)
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1. Double click on the **Chart**. 2. Navigate to the **Series tab**, select an accent color for each series. 3. **Save** changes. This supports clearer visual differentiation in dashboards, detail pages, and exported reports.
Applying Colors in Reports
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Accent colors and primary/secondary colors appear throughout **Summary Reports, Scorecard detail reports, and Dashboards**. You can apply account colors through: 1. Click on **Reports** from the left navigation. 2. Navigate to the **Measures** tab. 3. Open a detail page, workspace, or scorecard layout (e.g., **Summary Reports**) 4. Click the **kebab menu (⋮)** and select **Edit Measure**. 5. Navigate to the **Report** tab. 6. Choose an **Accent Color** or **Default**. 1. Set the Background Transparency. 7. Click **Save**. 💡 Cards using accent colors will retain those colors in exports and templates.
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Customize your reports to match your brand colors.
Workspaces
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Workspace cards (including Custom Cards for charts and reports) support accent color settings.
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**Applying Colors to Workspace Cards** 1. Select **MyClearPoint** from the left navigation. 2. Choose **My Workspace**s. 3. Open **My Workspace**.
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1. Click the kebab menu (⋮) and select Edit Layout.
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1. Click the **kebab menu (⋮)** and select **Edit Card Visual Settings**. 2. Choose a **Card Accent Color**. 3. Click **Confirm**.
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This helps team dashboards reflect priority workflows or departmental themes.
Best Practices for Using Account Colors
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- **Keep Primary and Secondary colors aligned with brand identity.** These appear most often in navigation and high-visibility areas. - **Use accent colors intentionally.** - Use consistent colors for related data types (e.g., all financial metrics = one accent color). - Avoid assigning too many colors to a single page, which reduces clarity. - **Leverage color to improve layout readability.**\ For example, use one accent color for update fields, another for analysis content.
Account Colors in ClearPoint
Account Colors provide a simpler, more consistent branding experience throughout ClearPoint.
Fernando Montenegro
22 steps
44 seconds
Clearpointstrategy
1
ClearPoint allows administrators to configure a unified color system that applies across navigation, cards, charts, reports, and visual components. Account Colors include: - **Primary & Secondary Colors** used across global UI elements - **Accent Colors** used to visually differentiate cards, charts, and components - **Color application controls** within cards, layouts, charts, and reports These settings ensure brand consistency and improve visual clarity for all users.
Accessing Account Colors
2
To configure account-wide colors: 1. Click **Settings** from the top navigation. 2. Select **Account Defaults**.
3
1. Configure **Primary**, **Secondary**, and **Accent Colors**. - You may choose up to **five** accent colors. 💡 Changes made here update visual components across the entire account.
Primary & Secondary Colors
4
Your **Primary** and **Secondary** colors determine the look and feel of the application, including: - Left navigation color theme - Buttons, highlights, and selected states - Detail page labels - Report headers and borders - Template styling defaults (when no custom style is applied) 💡 These colors help maintain consistent brand identity across key UI areas.
Accent Colors
5
Accent colors offer flexible visual customization within pages, charts, and layouts. You can define up to **five accent colors** that users can apply to: - Element cards on detail pages - Workspace cards - Pod/card visual settings (e.g., background color, label color) - Series or chart elements - Scorecard layouts - Dashboard components 💡 Accent colors make it easy to visually differentiate content while maintaining consistent styling.
Cards (Layout Content Across the Application)
6
Cards (formerly pods) support accent colors for visual grouping or emphasis.
7
**Applying Colors to Cards** Users can apply accent colors using **Edit Card Visual Settings**. 1. Click on **Elements** from the left navigation. 2. Go to **Measures**. 3. Click on the **Measure** you want to work with (e.g., Expenses).
8
1. Click on the **kebab menu (⋮)** and select **Edit Layout**.
9
1. Click on **the kebab menu** (⋮) on any card. 2. Select **Edit Card Visual Settings**.
10
1. Choose an accent color from the account palette. 2. Click **Confirm**.
11
Cards appear in: - Detail pages - Workspaces - Scorecard Layout Reports Because these cards are configurable throughout Edit Layout mode, accent colors give structure to layouts and improve scannability.
Applying Colors in Charts
12
Charts make use of both series-level custom colors and the account’s set of accent colors. Where **Accent Colors** appear in Charts Accent colors can be used for: 1. Series colors 2. Marker colors and shapes 3. Plot bands 4. Chart backgrounds and display elements (depending on chart type)
13
**How to Apply Accent Colors in a Chart** 1. Click on **Elements** from the left navigation. 2. Go to **Measures**. 3. Click on the **Measure** you want to work with (e.g., Expenses)
14
1. Double click on the **Chart**. 2. Navigate to the **Series tab**, select an accent color for each series. 3. **Save** changes. This supports clearer visual differentiation in dashboards, detail pages, and exported reports.
Applying Colors in Reports
15
Accent colors and primary/secondary colors appear throughout **Summary Reports, Scorecard detail reports, and Dashboards**. You can apply account colors through: 1. Click on **Reports** from the left navigation. 2. Navigate to the **Measures** tab. 3. Open a detail page, workspace, or scorecard layout (e.g., **Summary Reports**) 4. Click the **kebab menu (⋮)** and select **Edit Measure**. 5. Navigate to the **Report** tab. 6. Choose an **Accent Color** or **Default**. 1. Set the Background Transparency. 7. Click **Save**. 💡 Cards using accent colors will retain those colors in exports and templates.
16
Customize your reports to match your brand colors.
Workspaces
17
Workspace cards (including Custom Cards for charts and reports) support accent color settings.
18
**Applying Colors to Workspace Cards** 1. Select **MyClearPoint** from the left navigation. 2. Choose **My Workspace**s. 3. Open **My Workspace**.
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1. Click the kebab menu (⋮) and select Edit Layout.
20
1. Click the **kebab menu (⋮)** and select **Edit Card Visual Settings**. 2. Choose a **Card Accent Color**. 3. Click **Confirm**.
21
This helps team dashboards reflect priority workflows or departmental themes.
Best Practices for Using Account Colors
22
- **Keep Primary and Secondary colors aligned with brand identity.** These appear most often in navigation and high-visibility areas. - **Use accent colors intentionally.** - Use consistent colors for related data types (e.g., all financial metrics = one accent color). - Avoid assigning too many colors to a single page, which reduces clarity. - **Leverage color to improve layout readability.**\ For example, use one accent color for update fields, another for analysis content.
