Skip to main content

How To Adjust Your Visibility Settings

This article gives an overview of the Visibility Settings you can adjust for your profile.

Written by Jason Miller
Updated this week

Managing Your Visibility Settings in Cloverleaf

Your Visibility Settings control who can see coaching insights about you across Cloverleaf, including your:

  • Cloverleaf Profile

  • Organization Directory

  • Calendar Insights

  • Shared Coaching Tips

Taking a few minutes to configure your visibility ensures you are sharing insights intentionally while maintaining the right level of privacy.

Why This Matters (What’s In It for Me?)

Your visibility settings directly impact how others experience you in Cloverleaf.

When configured intentionally, you can:

  • Strengthen collaboration by sharing insights that improve teamwork

  • Protect personal boundaries while still engaging meaningfully

  • Share your profile externally for professional branding

  • Control exactly who sees your coaching insights

For individual contributors, this creates confidence and autonomy.
For managers, it supports transparency and trust-building.
For talent leaders and coaches, it reinforces psychological safety while encouraging insight-sharing across teams.

Cloverleaf is designed to give users control. Visibility is never assumed. It is chosen.


How to Update Your Visibility Settings

Follow these steps to update your personal visibility settings:

  1. Sign in to your Cloverleaf account

  2. Click your avatar in the top-right corner

  3. Select Account Settings from the dropdown menu

  4. Click the Visibility tab

  5. Select your preferred visibility level

  6. Adjust any additional toggles or lists that appear

  7. Your changes will save automatically​

Visibility Options Explained

1. Public

Who can see your coaching insights?
Anyone.


When set to Public:

  • Anyone can view coaching insights about you

  • You can share your Profile URL in your email signature or LinkedIn

  • Non-Cloverleaf users will be prompted to sign up before viewing your profile

Best for:

  • Leaders building visibility

  • Consultants and external-facing professionals

  • Individuals using Cloverleaf as part of their personal brand

Strategic thought: Public visibility can reinforce transparency and growth mindset cultures, especially in organizations prioritizing open development.


2. Organization

Who can see your coaching insights?
Anyone within your Cloverleaf organization.

When selected, two additional toggles appear:

Public Tip Sharing

  • Allows anyone to view coaching tips shared by you or about you

  • No login required

  • Ideal for sharing insights in Slack or Microsoft Teams

Meeting Participants

  • Allows people outside your organization who you meet with (via connected calendar) to see coaching insights about you

External Visibility List

You can add specific external individuals who are allowed to see your coaching insights.

Best for:

  • Cross-functional teams

  • Client-facing employees

  • Organizations encouraging internal transparency while limiting external exposure


Leadership lens: Organization-level visibility balances collaboration with control. It allows teams to benefit from shared insight while maintaining intentional boundaries.


3. Restricted

Who can see your coaching insights?


Only selected individuals, plus:

  • Your manager

  • Your direct reports

  • Organization admins

When selected:

  • You can toggle Public Tip Sharing and Meeting Participants on or off

  • A Visibility List appears so you can manage approved individuals

  • You can add or remove individuals anytime

  • Certain roles (manager, direct reports, admins) cannot be removed

Important: Being in someone’s coaching network does not automatically grant profile access. Visibility is always user-controlled.

Best for:

  • Individuals who prefer high privacy

  • Teams in early adoption stages

  • Sensitive organizational environments

Coaching insight: Restricted settings can help build trust during rollout phases. Many organizations begin here, then expand visibility as psychological safety increases.


Special Note for Coach Partner Organizations

If your organization is linked to a Coach Partner:

“Organization” includes both:

  • Your direct organization

  • The associated Coach organization

Be mindful of this expanded definition when selecting your visibility level.


Final Thought for Talent Leaders and Managers

Visibility is not just a setting. Encourage employees to thoughtfully choose their visibility supports:

  • Autonomy

  • Trust

  • Development ownership

  • Healthy transparency

The goal is not maximum visibility. The goal is intentional visibility. When individuals feel in control of their data, they are far more likely to engage meaningfully with it.

Did this answer your question?