ClearPoint Setup - Menu and element names
Fernando Montenegro
14 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Renaming elements and menu items
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
3
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Objectives’. - On the **Default Names tab** determine how the element will appear across ClearPoint. In this example we are going to use the following: - **Name**: Goal - **Plural**: Goals - **Menu Label**: Goals - Determines how the element will appear in the top navigation - Once you are done with your changes, click **Save**
Renaming elements within a specific scorecard
4
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
5
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Objectives’. - Navigate to the **Customization tab** - Click on **Add Customization**
6
- Select the **Scorecard** you want to change the name for - Fill in the **Singular**, **Plural** and **Menu Label** of your customization - Click on **Close** - Once you are done with your changes, click **Save**
Reordering elements in the top navigation
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features - **Drag and drop** the element to reorder using the six dots icon next to the name of the element - Once you are done, click **Save Order**
Hiding and un-hiding elements from the top navigation menu
8
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
9
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Risk’. - Mark the checkbox next to **Hidden** to hide the element from the top navigation - Once you are done with your changes, click **Save**
10
You can also hide an element from the top navigation within individual Scorecards
11
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
12
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Map’. - Navigate to the **Customization tab** - Click on **Add Customization**
13
- Select the **Scorecard** you want to hide - Mark the checkbox next to **Hidden** to hide the Scorecard from the top navigation - Click on **Close** - Once you are done with your changes, click **Save**
14
Note: If you do not use an element in your ClearPoint account, we recommend hiding it from the top menu to prevent confusion among users.
ClearPoint Setup - Menu and element names
Fernando Montenegro
14 steps
4 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Renaming elements and menu items
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
3
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Objectives’. - On the **Default Names tab** determine how the element will appear across ClearPoint. In this example we are going to use the following: - **Name**: Goal - **Plural**: Goals - **Menu Label**: Goals - Determines how the element will appear in the top navigation - Once you are done with your changes, click **Save**
Renaming elements within a specific scorecard
4
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
5
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Objectives’. - Navigate to the **Customization tab** - Click on **Add Customization**
6
- Select the **Scorecard** you want to change the name for - Fill in the **Singular**, **Plural** and **Menu Label** of your customization - Click on **Close** - Once you are done with your changes, click **Save**
Reordering elements in the top navigation
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features - **Drag and drop** the element to reorder using the six dots icon next to the name of the element - Once you are done, click **Save Order**
Hiding and un-hiding elements from the top navigation menu
8
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
9
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Risk’. - Mark the checkbox next to **Hidden** to hide the element from the top navigation - Once you are done with your changes, click **Save**
10
You can also hide an element from the top navigation within individual Scorecards
11
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
12
- Click the **edit Pencil icon** next to the element you wish to modify, in this example, ‘Map’. - Navigate to the **Customization tab** - Click on **Add Customization**
13
- Select the **Scorecard** you want to hide - Mark the checkbox next to **Hidden** to hide the Scorecard from the top navigation - Click on **Close** - Once you are done with your changes, click **Save**
14
Note: If you do not use an element in your ClearPoint account, we recommend hiding it from the top menu to prevent confusion among users.
