Simplify the login process by enabling integrated logins, you will be able to link your Office 365 or Google profile with your ClearPoint account.
Pre-requisites
You will be able to use integrated logins after having successfully logged into Office 365 or Google in your browser at least once. Subsequent logins to ClearPoint will not require an additional username and password.
Configuring Integrated Logins
From the Control Panel click on System Settings
Select System Setup
Click on Organization and Security under Standard Features
Navigate to the Security tab
Mark the checkbox next to the integrated logins you want to allow
You can either select Office 365, Google, or both.
Once you are done, click Save
Logging in using Integrated Logins
For the integrated login to work, your ClearPoint username email must match whichever Office 365 or Google email that you are currently logged into on your browser.
Navigate to https://app.clearpointstrategy.com/#/login
Click on one of the integrated logins, in this example, Google
Select the account that matches your ClearPoint registered email address
