Setting your home page in ClearPoint | ClearPoint Strategy

Setting your home page in ClearPoint

Want to set a particular page as your home page in ClearPoint? You can set any page as your home page easily. Here’s how.

Instructions

Setting your home page

1) Next to the star icon at the top right, click on the dropdown arrow.

2) Select ‘Set As Home.’

Setting users’ home page from a report or detail page

Administrators can bulk set users’ home page from any report or detail page in ClearPoint.

1) Next to the star icon at the top right, click on the dropdown arrow.

2) Select ‘Bulk Set Home Page.’ A new window will appear.

3) Select users to set this page as their home page.

Note: Only users that have access to the page will appear as options in the ‘Bulk Set Home Page’ window.

4) Click ‘Save.’

Setting users’ home page from Users and Groups

Administrators can manage users’ home page from Users and Groups.

1) Click on ‘Users and Groups’ from under ‘System Settings.’

2) Edit a user.

3) Click on the tab ‘Scorecards and Home.’

4) Click on the edit icon under ‘Home Page.’

5) Select ‘Yes’ on the ‘Please Save To Continue’ message.

6) Use the dropdown menus to select the home page for the user.

Note: Only scorecards and pages that the user has access to will appear in the ‘Set Home Page’ window.

7) Click ‘Save’ to set the home page.

8) Click ‘Save.’

Prevent users from setting their home page

Administrators can prevent users from changing their home page in Organization and Security.

1) Click on ‘Admin Options’ from under ‘System Settings.’

2) Click on ‘Organization and Security.’

3) Click on ‘Prevent Users From Changing Home Page.’

Note: All users except Administrators will not be able to change their home page.

4) Click ‘Save.’

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