We have made some updates to our Admin Dashboard! This guide will walk you through what has changed with this new feature update.
Organization Settings
We have changed the way this page looks and functions, specifically for the Configurations > Organization Settings page. This is where you manage the settings for your organization.
Before- you had the ability to manage settings for admins, members, and candidates all on this page. Now- settings for admin and members are the same and under Organization Settings > Configuration on the Organization Settings page. (Please note: settings will default to what was previously set for members in your org). Candidate settings are managed separately under Candidates > Candidate Settings.
Before- you could set each assessment and feature to Require in Onboarding, Visible by Default, Hidden by Default, or Disabled. Now- assessments, features, and onboarding are broken up into separate settings pages.
For assessments, whatever is enabled on your plan will show on this list. You can make them visible or hidden, and you have the ability to lock this setting.
For features, you can enable or disable the ones you have control over as a default for your organization.
For onboarding, you can enable or disable any available onboarding tasks, and any assessments that are set to locked, visible will show as part of onboarding.
You will also find a General settings tab on the Organization Settings page. Before, this lived in its own section under "General Details". This new menu is where you can now see a clear count of total members, total admins, pending members, number of teams, and number of candidates. You will also see your Organization Information, Logos, and Bios (usually just for Partners).
Invites, Billing Settings, and the Notification page all still are under the Organization Settings menu- just with minor user interface updates.
You will see a section for Leads as well as Candidates below Organization Settings in this left page navigation menu- which will show if your organization has access to this feature or not.
The Leads feature (Partner only) functions the same as before with some UI updates to mirror the rest of the Admin Dashboard.
The Candidates Settings section is the largest change here. You will see the ability to require assessments for candidates, and only assessments set to be visible at the org level are available on the Candidates Settings page.
Lastly, the All People in Organization section will function similarly to before with some user interface updates.
You will see a drop-down arrow to the right of each user that opens up their navigation menu. This is where you can do the same things as before like add a user to teams, make them admin, and remove them from the org. You can also see the teams, and groups they are a part of, as well as any reports available for download.
The navigation of Groups and Teams has been improved. For example: if you click into a Group, any teams under the top-level org will minimize- making it easier to navigate.
For more detailed guides on how the new Admin Dashboard functions, check out the help articles linked below. If you have questions, you can always chat with the Support Team in app or email support@cloverleaf.me.