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How to Update Your Role
How to Update Your Role

This article provides instructions on how to update your Role in Account Settings

Jason Miller avatar
Written by Jason Miller
Updated over 7 months ago

Ensuring your role is up-to-date allows Cloverleaf to provide you with the most relevant content and resources.

Updating your role helps Cloverleaf give you a more contextually relevant experience to ensure growth as you use Cloverleaf to learn about yourself and others.

Choose from any one of these roles:

  • Individual Contributor: I'm responsible for my work and collaborating with others.

  • Team Lead: I'm responsible for projects and lead others, but I do not manage any individual contributors.

  • Team Manager: I'm responsible for individual contributor(s).

  • Business Lead: I'm responsible for a business unit and managing people managers.

  • Coach/Consultant: I'm responsible for project-based work with many clients.

Follow these steps to update your Role:

  1. Sign in to your Cloverleaf account

  2. Click on your avatar in the top right corner and select "Account Settings" from the drop-down

  3. Role can be found on the "General" page.
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  4. Click the Role drop-down. Select the option that best aligns with your current role and click "Save".
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Your role on Cloverleaf will impact your options for Coaching Focus. When you choose a Coaching Focus, Cloverleaf personalizes your coaching experience to support that goal best. As your goals or role change, your coaching focus can too!

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