Summarize Your Results – Managing Pod Visibility Options
Learn how to manage pod visibility settings in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
ClearPoint gives you full control over who can view each section of a Detail Page.\ By adjusting pod visibility, you can decide which users see specific information, control what appears in exports or presentations, and protect sensitive content when publishing online.
Accessing Pod Visibility Settings
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1. From the left navigation, click **Elements**. 2. Select the element type you want to edit (e.g., **Objectives**). 3. Open the element’s **Detail Page** (e.g., *Fast Ground Turnaround*).
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1. Click the **kebab menu (⋮)** and select **Edit Layout.**
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1. **Hide Border & Header** - Hide Border – Removes the outer border of the pod for a cleaner, minimal look. - Hide Header – Hides the pod’s title bar, including the header text and icons. 2. **Hide in Print View** - Select **Hide pod in print view** to exclude the pod from **PDF exports** and **Briefing Books**. - Ideal for hiding visual or interactive content that doesn’t export cleanly to print. 3. **Hide When Published** - Select **Hide pod when published** to prevent the pod from displaying on **publicly shared reports or dashboards**. - Use this option to protect sensitive data or internal notes before publishing online.
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💡 *Pod visibility settings determine how and where the pod appears across ClearPoint’s different viewing modes.*
Controlling Pod Access by User Level
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You can also restrict pod visibility based on **user role level** to maintain appropriate data access.
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1. In the **Edit Pod Visual Settings** drawer, locate the **Hide Card by level** dropdown. 2. Choose the user level allowed to view the pod. - **Example:** If you select *Scorecard Admin*, only Scorecard Admins and higher-level users can see that pod. 3. Repeat this process for each pod that requires restricted access. 4. Click **Confirm** when finished.
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💡 *The default setting allows all users (except those with no access) to view each pod.*
Publishing with Caution
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If you publish reports or Detail Pages online, remember: - Hidden pods will not display if **Hide when published** is selected. - However, any **attachments** linked within visible pods will remain publicly accessible. ⚠️ **Always review content before publishing to ensure no sensitive data is shared unintentionally.**
Summarize Your Results – Managing Pod Visibility Options
Learn how to manage pod visibility settings in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
ClearPoint gives you full control over who can view each section of a Detail Page.\ By adjusting pod visibility, you can decide which users see specific information, control what appears in exports or presentations, and protect sensitive content when publishing online.
Accessing Pod Visibility Settings
2
1. From the left navigation, click **Elements**. 2. Select the element type you want to edit (e.g., **Objectives**). 3. Open the element’s **Detail Page** (e.g., *Fast Ground Turnaround*).
3
1. Click the **kebab menu (⋮)** and select **Edit Layout.**
4
1. **Hide Border & Header** - Hide Border – Removes the outer border of the pod for a cleaner, minimal look. - Hide Header – Hides the pod’s title bar, including the header text and icons. 2. **Hide in Print View** - Select **Hide pod in print view** to exclude the pod from **PDF exports** and **Briefing Books**. - Ideal for hiding visual or interactive content that doesn’t export cleanly to print. 3. **Hide When Published** - Select **Hide pod when published** to prevent the pod from displaying on **publicly shared reports or dashboards**. - Use this option to protect sensitive data or internal notes before publishing online.
5
💡 *Pod visibility settings determine how and where the pod appears across ClearPoint’s different viewing modes.*
Controlling Pod Access by User Level
6
You can also restrict pod visibility based on **user role level** to maintain appropriate data access.
7
1. In the **Edit Pod Visual Settings** drawer, locate the **Hide Card by level** dropdown. 2. Choose the user level allowed to view the pod. - **Example:** If you select *Scorecard Admin*, only Scorecard Admins and higher-level users can see that pod. 3. Repeat this process for each pod that requires restricted access. 4. Click **Confirm** when finished.
8
💡 *The default setting allows all users (except those with no access) to view each pod.*
Publishing with Caution
9
If you publish reports or Detail Pages online, remember: - Hidden pods will not display if **Hide when published** is selected. - However, any **attachments** linked within visible pods will remain publicly accessible. ⚠️ **Always review content before publishing to ensure no sensitive data is shared unintentionally.**
