Inviting Teammates to Your Cloverleaf Organization
As a Cloverleaf Organization Admin, you can invite new hires, existing employees, or expanding teams directly from your Admin Dashboard, whether they already have a Cloverleaf account or not.
Why This Matters
Inviting teammates efficiently ensures:
Faster onboarding and time to value.
Accurate team data for coaching insights.
Stronger adoption across your organization.
Cleaner admin management and reporting.
For talent leaders and HR teams, a smooth invite process supports scalable onboarding and culture integration. For managers, it means your team can begin leveraging personalized coaching insights immediately. For consultants and coaches, it ensures participants are properly connected before engagements begin.
When invite management is clear and intentional, adoption improves and friction decreases.
How to Invite a Teammate to Your Cloverleaf Organization
Step 1: Navigate to Admin Settings
Sign in to your Cloverleaf account.
Click into your Admin Settings page from the profile icon menu located in the top right.
Select the name of your Organization on the left-side navigation panel.
Step 2: Select the Appropriate Group
Choose the team or group where the new member belongs.
Click the green Add Person button.
Step 3: Invite by Email
Enter the teammate’s email address.
Press Enter or Comma after each email address.
Click Invite from the drop-down.
Add additional emails if needed.
Click Send when your list is complete.
Once sent, the user will receive an email invitation to join your organization.
If the teammate previously had a Cloverleaf account under the same email address and did not request data deletion, their assessment data will be restored after they accept the invite.
Using Shareable Invite Links
Instead of inviting by email, you can send a shareable invite link.
Keep in mind:
Links are specific to the team, group, or organization level.
Users who join via link will not appear in your pending invite list before they accept.
This option works well for large cohorts or open enrollment onboarding.
For larger rollouts, shareable links can reduce admin workload and accelerate adoption.
🍀 The gif below can be click to view a guided walkthrough on sending invites from your Admin Dashboard
What the Invite Looks Like
The invited teammate will receive an email prompting them to join your organization on Cloverleaf.
If they already have an account, they will log in and join.
If they do not have an account, they will be prompted to create one.
Viewing Invite Status in Admin Settings
You can monitor invite progress from the All People in Organization page.
Users are categorized as:
Active Users
A user who has accepted their invitation.
Invited
A user who has been sent an invitation but has not yet accepted.
Loaded
A user uploaded via bulk upload who has not yet been sent an invitation.
This visibility allows you to track onboarding progress and follow up where needed.
Understanding Pending Invites
Pending users appear in grey text.
Once accepted, their name changes to black.
Click the drop-down arrow next to a user’s name to view invite details.
The date and time of the most recent invitation will be displayed.
This helps you manage follow-up timing and avoid unnecessary duplicate outreach.
How to Resend or Revoke an Invite
To manage a single invite:
Click on the user’s name.
Select Revoke Invitation to cancel the invite.
Select Resend Invite Email to send it again.
Resending Multiple Invites
You can resend multiple pending invites at once.
Navigate to your Cloverleaf Organization (building icon).
Select the Invited tab.
Choose the pending users.
Click the green action box at the bottom of the page to Prepare Invites.
Select how you want the invite to appear:
From a specific Organization Admin.
From your Cloverleaf Organization (system default).
This is especially helpful during onboarding waves or when reminders are needed.
Resending Invites from Groups
If your organization uses Groups, you can also send invites in bulk directly from the Group-level Admin page.
This is useful for:
Department rollouts
Cohort-based training
Leadership programs
Consulting engagements
Thought Leadership: Driving Adoption Through Smart Invite Management
The invitation process is not just administrative. It is the first experience someone has with Cloverleaf in your organization.
High-performing organizations treat this step strategically:
Pair invites with a clear onboarding message.
Set expectations about how Cloverleaf will be used.
Reinforce the “why” behind joining.
Follow up with structured activation moments.
For HR leaders, this strengthens cultural alignment. For managers, it increases engagement. For coaches and consultants, it improves session readiness.
When managed well, it creates momentum from day one.