Getting Started Guide – Administrator Options

This article explains how administrators can customize their ClearPoint account to align with organizational preferences and branding.

Fernando Montenegro
14 steps
28 seconds

Clearpointstrategy

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.

1. From the top navigation, click **System Settings**. 2. Select **Account Defaults**.

1. Navigate to the **Element Names** tab. 2. Click the **pencil icon** next to the element you want to rename. 3. Enter a **Custom Name** (e.g., *Goal*). 1. (Optional) Check **Hide** if the element type isn’t used. 4. 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

1. Navigate to the **Element** **Default Labels** tab. 2. Locate the **Element Type** to rename (e.g., *Initiative > End Date*). 3. In the **Custom Label** column, enter a new name (e.g., *Due Date*). 4. Click **Save**.

Add a Custom Field

1. From the top navigation, click **Settings**. 2. Select **Customizations**.

1. Navigate to the **Custom Fields** tab. 2. Click the **plus icon (+)** to add a field. 3. Enter a **Custom Field Name** (e.g., *Description*). 4. Select an Element Type (e.g., Objective). 5. Select a **Field Type** from the dropdown (e.g., *HTML Text*). 6. 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

1. From the top navigation, click **System Settings**. 2. Select **Customizations**.

1. Navigate to the **Status Indicators** tab. 2. Click the **plus icon (+)** to create a new indicator. 3. Enter a **Status Name** (e.g., *Completed*). 1. You can assign a **Score**, Set a **Custom Status Color**, **Status Icon** and select the **Standard Elements** the custom status will apply to. 4. Click **Save**.