Getting Started Guide – Logging In & Managing Profile
This article explains how to log in to ClearPoint and manage your user profile.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
Your ClearPoint account is the starting point for tracking performance, monitoring milestones, and aligning your team’s strategic goals—all in one place.
Logging In
2
You can access ClearPoint directly from our website. 1. Go to [**https://www.clearpointstrategy.com/**](https://www.clearpointstrategy.com/). 2. Click **Login** in the top-right corner.
3
1. On the login page, enter your **email address** and **password**. 1. (Optional) Mark **Save email address** to save your login information. 2. Click **Log In**.
Resetting Your Password
4
If you’ve forgotten your password: 1. On the login page, click **Reset Password**. 2. Enter your **email address**. 3. Click **Send Link**. 4. Check your email for reset instructions and follow the link to create a new password.
Troubleshooting Login Issues
5
If you’re unable to log in, follow these steps to resolve common problems.
General Troubleshooting
6
- **Refresh your browser** – Reloading the page can fix temporary issues. - **Clear your cache and cookies** – Outdated data can cause login errors. - **Restart your computer** – This can resolve local software or network issues.
Single Sign-On (SSO) Issues
7
If your organization uses SSO and your credentials are valid but you still can’t log in: - Contact your **IT team** to verify your organization’s SSO configuration. - Ensure your company’s identity provider (e.g., Okta, Azure AD) is working correctly.
Device-Specific Login Problems
8
- Complete the general troubleshooting steps above. - Try logging in from another **browser** or **device**. - If the issue persists across devices, contact **ClearPoint Support** for help.
Escalating Unresolved Issues
9
If you still can’t access your account: - Contact **ClearPoint Support** at support@clearpointstrategy.com. - Provide details about the issue and note which troubleshooting steps you’ve tried. - If your organization uses SSO, coordinate with your **IT department** for internal verification.
Managing Your Profile
10
Once logged in, you can manage your account settings from your profile menu. 1. Click your **profile icon** (circle) in the top-right corner of the screen. 2. Select your user name. 3. Update your **Language**, **Time Zone**, or upload a **Profile Picture**. 4. Click **Save**.
Security Settings
11
To update your password or enable two-factor authentication: 1. Navigate to the **Security** tab. 2. Update your **Password** or enable **Two-Factor Authentication (2FA)**. 3. Click **Save**.
Getting Started Guide – Logging In & Managing Profile
This article explains how to log in to ClearPoint and manage your user profile.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
Your ClearPoint account is the starting point for tracking performance, monitoring milestones, and aligning your team’s strategic goals—all in one place.
Logging In
2
You can access ClearPoint directly from our website. 1. Go to [**https://www.clearpointstrategy.com/**](https://www.clearpointstrategy.com/). 2. Click **Login** in the top-right corner.
3
1. On the login page, enter your **email address** and **password**. 1. (Optional) Mark **Save email address** to save your login information. 2. Click **Log In**.
Resetting Your Password
4
If you’ve forgotten your password: 1. On the login page, click **Reset Password**. 2. Enter your **email address**. 3. Click **Send Link**. 4. Check your email for reset instructions and follow the link to create a new password.
Troubleshooting Login Issues
5
If you’re unable to log in, follow these steps to resolve common problems.
General Troubleshooting
6
- **Refresh your browser** – Reloading the page can fix temporary issues. - **Clear your cache and cookies** – Outdated data can cause login errors. - **Restart your computer** – This can resolve local software or network issues.
Single Sign-On (SSO) Issues
7
If your organization uses SSO and your credentials are valid but you still can’t log in: - Contact your **IT team** to verify your organization’s SSO configuration. - Ensure your company’s identity provider (e.g., Okta, Azure AD) is working correctly.
Device-Specific Login Problems
8
- Complete the general troubleshooting steps above. - Try logging in from another **browser** or **device**. - If the issue persists across devices, contact **ClearPoint Support** for help.
Escalating Unresolved Issues
9
If you still can’t access your account: - Contact **ClearPoint Support** at support@clearpointstrategy.com. - Provide details about the issue and note which troubleshooting steps you’ve tried. - If your organization uses SSO, coordinate with your **IT department** for internal verification.
Managing Your Profile
10
Once logged in, you can manage your account settings from your profile menu. 1. Click your **profile icon** (circle) in the top-right corner of the screen. 2. Select your user name. 3. Update your **Language**, **Time Zone**, or upload a **Profile Picture**. 4. Click **Save**.
Security Settings
11
To update your password or enable two-factor authentication: 1. Navigate to the **Security** tab. 2. Update your **Password** or enable **Two-Factor Authentication (2FA)**. 3. Click **Save**.
