Cloverleaf

Learn how admins use Organization Settings to manage organization info, access controls, assessments, features, and integrations.

Managing and Navigating Organization Settings

Determine the right privacy setting for your teams to make it easy for members to join

How To Set Team Privacy Settings

Create a custom notification screen as an Admin for your team.

Notification Screen

Need to update your payment, want to view billing history, or change plans, this article will show you how.

Enterprise and Coach Subscription Management

A guide for Admins showing how to get to and make changes to your Billing Settings in Cloverleaf

Navigating Billing Settings

Jason Miller

Julee Peterson

Guides to navigate Organization Settings in the Admin Dashboard

Organization Settings

Find answers and get help from Intercom Support and Community Experts

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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.

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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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