ClearPoint Strategy

This article walks through how to make updates to your Community Dashboard.

Community Dashboards - Updating your Community Dashboard

This article walks through how to change the credentials in WordPress using API Keys created in your ClearPoint account.

Community Dashboard - Changing the credentials on your Community Dashboard

This article walks through how to create and use shortcodes on your Community Dashboard.

Community Dashboard - Creating and inserting shortcodes on your Community Dashboard

This article walks through how to install the ClearPoint Content Generator Plugin.

Community Dashboard - Installing the ClearPoint Chrome Plugin

Our custom URL feature allows you to create your own branded URL like dashboard.metropolis.gov for your community dashboard.

Custom Dashboard URLs

Learn the answers to frequently asked questions about the Community Dashboard.

Community Dashboard FAQs

Fernando Montenegro

Dylan Miyake

Community Dashboards

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.