ClearPoint Setup - Menu and element names | Scribe

    ClearPoint Setup - Menu and element names

    • Fernando Montenegro |
    • 0 step |
    • 4 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Renaming elements and menu items

    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
    - 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

    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
    - 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**
    - 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

    - 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

    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
    - 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**
    You can also hide an element from the top navigation within individual Scorecards
    - From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Menu and Element Names** under Standard Features
    - 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**
    - 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**
    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.
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