Welcome to the Organization Settings page. Here, you can manage the way people join your organization, what assessments they can take, the features you want enabled, and better manage the onboarding experience onto Cloverleaf for your teammates.
Getting to the Configuration Page
The Configuration page can be accessed from Admin Settings.
Click "Admin Settings," then "Configuration" from the left bar on the dashboard.
Navigating the Configuration Settings
You will see six sections in Organization Settings: General, Access, Assessments, Features, Onboarding, and Integrations. Let's walk through these.
General
This section includes some high-level metrics as well as basic settings for getting started in your org on Cloverleaf.
First, you will see some metrics at the top. This includes total members in your org, the number of organization admins in your organization, pending members (invites that have been sent out but not accepted), the number of teams you have, and if Candidate functionality is enabled in your org, the number of candidates you have.
Below this, you will see your Organization Information. This includes the name of your organization, as well as the organization alias (subdomain).
Under Organization Information, you can change your Organization (display) Name as well as view Organization Alias (can be changed by contacting Cloverleaf). This is your organization's web domain for Cloverleaf and can be used to allow new people to sign up (add "/signup").
Branding
In the Organization Logos section on the General page, you can add main logo and an icon logo. Add your company logo to personalize Cloverleaf for your teams. The logos you upload will appear throughout the app.
The horizontal logo will show up on your sign in page. We recommend a size of 400x80 pixels.
The icon logo will show up in the top-left corner of the screen and in invite emails. We recommend a size of 128x128 pixels.
Main Logo Placement
You will see the logo on the login page for your custom domain URL (exampleURL.cloverleaf.me)
The main logo can also be found on report downloads for 16 Types, DISC, and Enneagram.
Reports can be downloaded in active plans only.
Icon Logo Placement
The icon can be found in the top-right corner.
The icon will also be visible inside an invite email.
For Coaching Organizations, your logo will be co-branded on Daily Tip and Calendar Insight Emails.
Organization Bio
For those in our Partner plans, you will see a section for Organization Bio. This is where you can add details about your company for your clients to show up in downloaded reports. For more personalization on reports as a coach, read here.
Your branding will carry over to all Coaching Engagements created in your My Organizations page.
Access
This section is to help manage how users join your organization and invite others.
Trusted Domains
Lets you add a new email domain for people to easily sign up for Cloverleaf from your organization. You can have multiple and they can be removed.
Access Type
Where you can manage how people find your org on Cloverleaf, it can be set to Discoverable (which allows you to use authorized domains to join), or it can be set to invite only.
Invite Permissions
Allows you to manage who can send invites to join your organization. This can be set to everyone (recommended) or to Org and Group Admins only.
Assessments
This section is where you can manage the assessments available to your org.
Any assessments listed are the ones your org has access to on your plan and are available to all users in the org regardless of admin status. There are a couple of things you can do to manage these.
Default Visibility
Here, you can decide if you want an assessment to be hidden or visible by default (meaning it will show automatically on members' dashboards or not). Hidden means that it will not automatically appear on members' dashboards, but they can go into their visibility settings and turn it on at any point. Visible means it automatically shows on members' dashboards as one of their available assessments.
Lock
Here you can make the default visibility locked or unlocked. This allows you to override members' preferences, or to leave it open for them to decide if they want it on.
Changing visibility to hidden and locking an assessment would be the equivalent of disabling access to that assessment for your org and will prevent members from being able to switch this assessment on and take it. Any assessments that are set as locked and visible- will be shown as an onboarding task.
Use this as a guide when setting up assessments in your organization:
Features
This section allows you to manage the other pieces of Cloverleaf that you have access to and can decide if you want to be enabled.
This feature list can include things like Coach Tip Emails, Directory, and Profile Thinking Style Comparison. You can enable or disable these here and copy the settings to your groups as well.
Onboarding
This section is where you can decide what you want to assign as tasks when a new user joins your org.
Onboarding Task
This section gives you some features that you can choose to include as a task in onboarding. Including something as a task will prompt the user to complete that when they sign in.
Assessments
Any assessments that are set as locked and visible will be shown as an onboarding task.
Integrations
As an Organization Admin, you can connect to Slack or MS Teams from this page.
