The Basics
General How To Guides for the Admin Dashboard
By Team and 2 others3 authors8 articles
- 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.
- How do I add, remove, or update users from the Members tab?Add, remove, or update individual and multiple users from the Members tab, including teams, admin roles, managers, job titles, login emails, and assessment reports.
- 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.