Cloverleaf

This guide will walk you through Team Roles and how to best use this tool with your team

Understanding Team Roles

Learn more about the Innovator role on the TEAM Dashboard!

Team Roles: Innovator

Learn more about the Resourcer role on the TEAM Dashboard!

Team Roles: Resourcer

Learn more about the Coordinator role on the TEAM Dashboard!

Team Roles: Coordinator

Learn more about the Driver role on the TEAM Dashboard!

Team Roles: Driver

Learn more about the Monitor role on the TEAM Dashboard!

Team Roles: Monitor

Learn more about the Teammate role on the TEAM Dashboard!

Team Roles: Teammate

Learn more about the Implementer role on the TEAM Dashboard!

Team Roles: Implementer

Learn more about the Finsiher role on the TEAM Dashboard!

Team Roles: Finisher

So your team can boost energy, clarity, and impact.

Aligning Working Genius with Cloverleaf Team Roles

Team

Peggy Allis Murriner

Julee Peterson

Learn more about the Team Roles Grid on the Team Dashboard!

Dive Deeper into Team Roles

Find answers and get help from Intercom Support and Community Experts

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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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