The Admin Dashboard is where you go to manage your teammates on Cloverleaf. To get started, click your profile icon in the top right and select Admin Settings.
🍀 Click the gif below to view a guided walkthrough on adding or removing users from your Cloverleaf Organization
Navigate to your Admin Dashboard
From your profile icon located in the top right, click it and select Admin Settings to get to your Admin Dashboard.
How to Add Teammates to a Team or Group
In the left-hand navigation, select the group of people you want to view or select "All People in Organization" to be shown a searchable list of everyone. Click on the user who you would like to manage, then click on the "Add To..." drop-down.
Select the team or group you would like to add the user to.
How to Make a Teammate an Admin of a Team or Group
Use the "Make Admin of.." drop-down to make someone a team, group, or org admin.
How to Remove a Teammate from your Organization or Group
In the left-hand navigation, select the group of people you want to view or select "All People in Organization" to be shown a searchable list of everyone.
Click on "v" next to the name of the person you would like to remove.
Click on the "Remove From This Organization" button.
Upon clicking Remove from This Organization, you will be presented with removal options.
Remove From This Group
If your Cloverleaf Organization is utilizing the Groups feature, you will be presented with the option to remove the user from the current group they are in.
Remove From This Group and All Sub-Groups
If your Cloverleaf Organization is utilizing the Groups feature, you will be presented with the option to remove the user from the current group and any sub-groups created inside it that they are in.
Delete User From Entire Organization
Removes the user from the entire organization. Should the user be re-invited, any previous assessment data they had on Cloverleaf will be restored upon re-accepting the invite.
Irrecoverably Delete User and Add to Account Opt-Out List
This action permanently deletes the user's data and adds their email to the Account Opt-Out list. This option is used when you get contact from a teammate that they want their data deleted from Cloverleaf.
As with all removal and deletion actions on the platform, the above options will require a two-step confirmation for safety.
How to Remove a Teammate from a Team
To remove someone from a team or group, click the "x" next to the team/group you want to remove them from. You can also remove users from your organization here by clicking "Remove from Organization".
This also applies to Revoking Team or Group Admin access.
How to View a Teammate's Profile
From All People in Organization, click on the user whose profile you would like to view.
How Update a Teammate's Manager
While inside the Teammate's information pull-out, you will see a drop-down menu titled, Manager. To update the teammate's manager, clicking the drop down menu to choose their manager.
If you are not using this feature, or if the teammate does not have a manager, you can choose the "Does not have a manager" checkbox.
How to Update a Teammate's Job Title
While viewing the additional information pull-out for a teammate, there will be a text field titled Job Title. In this text box, you can update your teammate's job title when it changes. Click the Save button to apply the update.
How to Download your Teammate's Assessment Reports
Click the "v" next to the user whose report you would like to download. Any reports available will be shown in this user's dropdown menu. Click on the assessment to download that report.
Only reports for the assessments the user has taken will be available and only the reports enabled for your org will be available to download.