What you’ll learn
Which invite option fits your rollout: email, invite link, or CSV upload
How to send invites and add people to a team at the same time
How to see who has accepted, who is still pending, and whose invite has expired
How to resend invites from your organization or from a specific person
Who can do this: Organization admins.
Which invite option should I use?
A few people: Use Invite new members to send email invites.
A large group or a whole department: Use Upload members to add everyone at once with a CSV in the Bulk importer.
Open enrollment, a cohort, or a training session: Share an Invite link so people can join on their own.
You can combine them. For example, upload a department with a CSV, then send email invites to new hires as they start.
Where do I find the invite options?
From Discover, select your profile icon in the top right corner.
Select Admin settings. Reporting opens with the Members tab already selected.
Scroll down to the Members section. Upload members and Invite new members are at the top of that section.
How do I invite people by email?
Select Invite new members.
Under Add emails, type an email address and press Enter, or type a comma. Repeat for each person.
(Optional) Choose a Team. New members join that team automatically, so they start alongside the people they work with.
Choose a Role:
Organization member is the default for most people.
Organization admin is for people who will help manage Cloverleaf for your organization.
If you chose a team, choose a Team role: Team member or Team admin.
Select Send invites.
Each person gets an email inviting them to join your organization.
How do I share an invite link?
The Invite link is at the bottom of the invite window. Select the copy icon next to it, then share the link in an email, a chat message, or a meeting invite.
With no team selected, the link adds people to your organization.
With a team selected, the link adds people to that team as team members.
People who join through a link don’t appear on the Invited tab, because Cloverleaf never sent them an email invite.
Anyone who has the link can join, so share it only in places where everyone should be able to join.
How do I add a large group with a CSV?
In the Members section, select Upload members. The Bulk importer opens in Organization settings.
Select Download CSV template.
Add a first name, last name, and email for each person. Optional fields include manager email, job title, employment status, team, group, and subgroup.
Upload your file, then go through Preview import and Complete import.
People you add with a CSV who haven’t been sent an invite appear on the Loaded tab. Before anyone gets an email, you can check that their teams and managers are right. For field details, see Using the Bulk Importer.
How do I track who has accepted?
The Members section sorts people into three tabs:
Active: People who have accepted their invite and joined.
Invited: People who have been sent an invite but haven’t accepted yet. Invitation status shows Pending or Expired, and Date invited shows when the most recent invite went out.
Loaded: People added with a CSV who haven’t been sent an invite yet.
How do I send or resend invites?
Use these steps to follow up on expired invites, remind people who haven’t joined, or invite the people you loaded with a CSV.
Open the Invited tab or the Loaded tab.
Check the box next to each person, or use Select all.
On the Loaded tab, select Prepare invites in the bar at the bottom of the page. On the Invited tab, select the more options menu (...) in that bar, then select Prepare invites.
Choose who the invite comes from:
Invite from organization: The subject line reads “[Your organization] has invited you to join Cloverleaf.”
Invite from individual: The subject line reads “[Sender name] is inviting you to join Cloverleaf.” Use this when people are more likely to open an email from someone they know.
Select Send invites.
How do I cancel an invite?
On the Invited tab, check the box next to the person, then select Remove in the bar at the bottom of the page.
What happens when someone accepts?
If they already have a Cloverleaf account, they sign in and join your organization.
If they don’t have an account yet, they’re prompted to create one.
If they had a Cloverleaf account under the same email and didn’t request data deletion, their assessment results are restored when they accept.
You’ll know it worked when...
People you invited by email appear on the Invited tab with a Pending status.
People who accept move to the Active tab. If you chose a team, they also show up on that team.
People you uploaded with a CSV stay on the Loaded tab until you send their invites.