Admin Dashboard
A deeper look at the Admin Dashboard and general guides for Org Admins
By Jason and 3 others4 authors26 articles
- Getting Started Guide for Organization AdminsWondering where to start as an Org Admin? We've got you covered. Check out this guide for a list of resources to help get you started!
- Inviting People to your OrganizationThis article will walk you through how to send invites, track their status, and manage pending users with confidence.
- Setting Up Your Organization Structure in CloverleafA resource of terms and best practices for organizing your Cloverleaf Organization
- How to Navigate Organization ReportsThis guide will walk Org Admins through how to utilize Org Reports.
- Using the Bulk ImporterHow to use the Bulk Importer to add, update, invite, and remove users in Cloverleaf using a CSV file.
- Using the Bulk Importer to Import Manager EmailStep-by-step instructions on how org admins can import manager email to create a reporting structure for their organizations
- HRIS IntegrationLearn more about the functionality of our HRIS integration
- How to Set Up and Manage Guiding Principles in CloverleafLearn how to create and manage Guiding Principles to customize Cloverleaf's AI coaching with your organization's values, culture, and ways of working.
- Organization Reporting: How to track team engagement and adoption across your orgOrg Admins can use Organization Reporting to track member setup, assessment completion, Coaching Focus adoption, and integration usage across the entire organization in one dashboard.
- How to Set Up Sign in with Google or MicrosoftLearn how to enable Google or Microsoft sign-in for your organization, what to check before going live, and how to troubleshoot common issues.
Organization Settings
Guides to navigate Organization Settings in the Admin Dashboard
- Managing and Navigating Organization SettingsLearn how admins use Organization Settings to manage organization info, access controls, assessments, features, and integrations.
- How To Set Team Privacy SettingsDetermine the right privacy setting for your teams to make it easy for members to join
- Notification ScreenCreate a custom notification screen as an Admin for your team.
- Enterprise and Coach Subscription ManagementNeed to update your payment, want to view billing history, or change plans, this article will show you how.
- Navigating Billing SettingsA guide for Admins showing how to get to and make changes to your Billing Settings in Cloverleaf
The Basics
General How To Guides for the Admin Dashboard
- How to Create a Team on the Admin DashboardAs an Organization Admin, you can create and manage teams from your Admin Dashboard.
- How to Add or Remove Organization AdminsAs an Organization Admin, you can easily give other people in your Organization Admin capability with these steps.
- Managing Users from Admin DashboardAs Cloverleaf Organization Admin, you have the ability to manage users via the Admin Settings page.
- Manage Who Can Join your OrganizationManage who can join your organization's account whether it be through an invite or by adding authorized email domains
- Navigating to a Team from the Admin DashboardAs an Organization ADMIN, you have access to any team within your organization. To access your teams, follow these steps.
- How to Use Cloverleaf with CandidatesLearn how to use the Candidates feature to integrate Cloverleaf into your hiring process before someone becomes an active employee.
- Personalized Report Bios (Coaches Only)This article explains how to personalize your report bios with your own description.
- How to Send Assessment RemindersThis guide walks through how to send assessment reminders through the Team Dashboard as an Organization or a Team Admin.
Groups
Guides to use GROUPS in your org