Cloverleaf

Need to change your role or company? Want your name to display differently? You can change this and more in account settings.

How to Edit Your Account Settings

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

How To Adjust Your Visibility Settings

Configure your Coaching Network to control who you receive Coaching Tips about and keep insights focused on the people you work with most.

How to Configure Your Coaching Network

Manage separate accounts, link new accounts, and import assessment results between accounts.

How To Manage Multiple Accounts

A guide on resetting your Cloverleaf password.

How to Reset Your Password

Add a Coaching Topic to get ongoing coaching that adapts as you use it. Learn how to set one up, choose when coaching arrives, and find past coaching in one…

How to Set or Update your Coaching Topics

Jason Miller

Julee Peterson

Resources to help personalize your Cloverleaf account.

Account Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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