As a Cloverleaf Organization Admin, if you have a new hire, or are expanding your team on Cloverleaf, you can easily invite people to join your Organization on Cloverleaf via the Admin Settings page.
How to Invite a Teammate to you Cloverleaf Organization
Sign In to your account and go to your Admin Settings page.
From "All People in Organization," choose the group or team where the new member belongs. Select the "Add Person" green button in the middle of your page.
Invite by Email
Type in the email address of the teammate(s) you would like to invite. Press the comma key or the Enter key after typing the email. Click the Invite button from the drop-down, this will add the person to your list and allow you add another if applicable.
Once your list is complete, click Send.
If the teammate you are inviting was previously on Cloverleaf under the same email AND that user did not reach out to us to have their data deleted, that user's assessment data will be restored upon accepting their new invite link.
Shareable Invite Links
If you prefer, you can send invites via sharing a link as well. Remember that links are specific to the team, group, or org level and if you send the invite link- you will not see the user in your pending list of invites.
The Invite Your Teammates Receive
They will then receive an email (see example below) inviting them to join your organization on Cloverleaf. If they have yet to create an account they will be prompted to do so.
Viewing Your Invites from the Admin Settings Page
Prior to sending your invites out, Organization Admins can view users they have uploaded in the All People in Organization page. There are columns for Active Members, Invited, and Loaded users. Here's how Cloverleaf defines these categories.
Active Users: a user that has accepted their invite.
Invited: a user that has been sent an invite either from the Organization Settings > Invite page, or by an admin using the Add People tool via the All People in Organization page.
Loaded: a user that has been uploaded by Bulk Upload, but has not yet been sent an invite to join the Cloverleaf organization.
Understanding Pending Invites
While the invite is pending, their name will appear in grey writing. Once they confirm, their name will change to black. Click on drop-down arrow next to the person's name whose invitation status you want to change.
The date and time that the last invitation was sent will appear in the box.
How to Resend or Revoke an Invite
You can revoke an invitation by clicking the name and pressing the "Revoke Invitation" button, or you can resend an invitation by clicking "Resend Invite Email".
Resending Multiple Invites
You can also resend all organization invites at the click of a button. Simply go to your Organization Settings and select Invites to resend invitations to all pending users. Here, you can choose to either send the invites from you or send them from your Organization.
Resending Invites from Groups
If your Cloverleaf Organization contains Groups, you can also send invites out in bulk from the Group Level page via your Admin Settings.
