What you’ll accomplish
Create a new client organization in four short steps
Choose which coaches on your team can manage each client
Find, filter, and manage every client organization from one page
Who can use this: Coaches and consultants with access to My Organizations in their coaching organization. You can only open a client’s Organization settings if you are an Organization Manager for that client.
Why give each client their own organization?
Each client gets a private space on Cloverleaf with their own teams, assessments, logos, and admins. Your coaching team keeps manager access to every engagement, while the client keeps ownership of their own space.
How do I create a new organization?
In the sidebar, go to My Organizations and click Create organization.
Step 1, Organization details: Enter the Company name, Company contact email, Company size, Engagement organization name, and Organization address.
The Company contact email is required. That contact is added to the new organization as an admin.
The Engagement organization name is what your client sees and how the engagement appears in My Organizations.
Best practice: match the Organization address to your client’s email domain (for example, clientorg.cloverleaf.me).
Click Create and continue.
Tip: Checking “Allow users to discover and sign up to my organization using a specific email address” sets up a trusted domain so the client’s people can find and join the organization. Public email services (such as Gmail or Outlook) can’t be used as a trusted domain. You can manage this later in Organization settings.
How do I choose Organization Managers?
Step 2 asks you to choose Organization Managers. Every organization needs at least one. Managers are coaches in your coaching organization who get admin permissions in the client organization without creating an account there.
Leave Include me as an organization manager checked if you want access to this client.
Select any other coaches who should manage this client, then click Continue.
Organization Managers are separate from Org Admins. Org Admins are people from your client’s company who manage their own organization. You can invite them after setup.
How do I add logos?
Step 3 lets you add a Main logo and an Icon logo. The Main logo is shown in emails and on sign in screens, at a recommended 400x80 pixels. The Icon logo is shown in the top left of the organization, at a recommended 128x128 pixels. This step is optional, and an Organization Manager or Org Admin can add logos later.
How do I set up assessments?
Step 4 sets the Default visibility for each assessment in this organization.
Choose Visible or Hidden for each assessment.
Turn on Lock to apply that default visibility to every group, team, and member in the organization.
Click Finish when you’re done. You can change these settings later in Organization settings.
What happens after I click Finish?
A confirmation page shows your new organization. From here you can:
Create team: create a team, then add people by email or share a team join link
Invite admins: add Org Admins from your client’s company
My organizations: head back and manage your other organizations
How do I find and manage my organizations?
My Organizations shows every client organization you have access to, split into Active, Trials, and Inactive tabs.
Search: type an organization name to find it quickly.
Filter: choose All organizations or Organizations I manage.
Sort: sort the list, for example Alphabetical.
View: switch between the card view and the table view.
What can I do from the three-dot menu?
Click the “...” menu on any organization card to manage that client without leaving the page.
Organization settings: opens the client’s admin settings, the same page their Org Admins see. Only Organization Managers can open this.
Reporting: opens Org Reports so you can see how people in the organization are using Cloverleaf.
Organization managers: add or remove the coaches who can manage this client. Search by name or email, then click Save.
Organization details: update the Company name, Company contact email, Company size, and whether to exclude the organization from eligible subscription communication.
Disconnect organization: Removes the client from your My Organizations page, but does not delete Cloverleaf data for that organization.
What should I do when I’m done working with a client?
When an engagement wraps up, you have two options for clearing the organization off your active list.
Let it expire: when the engagement period ends, the organization moves from the Active tab to the Inactive tab. It stays on your My Organizations page.
Disconnect it: if you’re completely done, open the “...” menu and choose Disconnect organization. The organization is removed from your My Organizations page.
Disconnecting does not delete any data. It only removes the connection between your coaching organization and the client’s organization. The client’s people can still log in and pick up where they left off once the organization subscribes to a plan.
Before you disconnect: Make sure the client organization has at least one Org Admin. After you disconnect, that admin can log in, go to the organization’s billing settings, and subscribe to a plan if they choose. Without an Org Adm
You’ll know it worked when...
Your new organization appears on the Active tab of My Organizations with its engagement dates.
You can open its Organization settings and Reporting from the three-dot menu.
The coaches you selected see the organization under Organizations I manage.
🍀 To continue setting up your client account, check out Admin Basics Collection