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Getting Started Guide - Logging In & Managing Profile
Getting Started Guide - Logging In & Managing Profile

This article will cover logging into your ClearPoint account and managing your profile.

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Written by Fernando Montenegro
Updated over a week ago

This is your gateway to ClearPoint, your strategy journey begins here.

Whether you're here to monitor key performance indicators, track milestones or align your team's efforts toward a shared vision, we're here to ensure that your strategy is executed as seamless as possible.


Logging In

  • From our website

  • Click on Login and you will be redirected to our Login page

Screenshot of: From our website <a href="https://www.clearpointstrategy.com/" target="_blank" rel="nofollow noopener noreferrer">https://www.clearpointstrategy.com/</a>
Click on Login and you will be redirected to our Logging page

  • From our Login page

  • Enter your email address and password

  • We recommend you check the box to Save your login information

  • Click the Log In button

  • If you forgot your password, click on Reset Password

  • Enter your email address

  • Click on Send Link

    You will receive an email with instructions to reset your password


Managing Profile

Once you are logged into ClearPoint, you can manage your profile by clicking on the circle icon at the top right of your screen

  • Select Edit Profile

  • You will be able to manage different aspects of your profile, such as: Language, Timezone or set up your Profile picture

  • Navigate to the Security tab

  • Here you can update your Password

  • Enable Two-Factor Authentication

  • Once you are done, Click Save

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