Cloverleaf makes it super easy to invite new members to your team so you and your teammates can start working better together!

Once you have created your team there are two ways others can join that team and be displayed on the dashboard.

  1. Using the Team Invite Link

  2. Sending an invite via email

To get to these Team Invite options you can follow these steps

  1. Sign in to your account and click "TEAM" at the top of the page.

  2. You will be taken to your TEAM Dashboard, where you can navigate to the team you wish to add members to. You'll have to be an admin to add a member to the team.

  3. To open the member settings sidebar, click the "view members" icon in the top left corner of your page.

  4. At the top of this sidebar click the "EDIT TEAM" button and then select "ADD NEW MEMBERS."

From here you can choose to use the invite link or enter emails to send invites

Using the Team Invite Link

Simply click 'copy link' to copy the invite link for your team. Anyone that has the link will be able to create an account and automatically join that team.

Some notable details:

  • Team invite links can be disabled, no longer allowing anyone with that link to join.

  • After a link is disabled a brand new one can be created

  • Team Links will also be accessible by Organization Admins in the ADMIN Dashboard when adding/inviting new members to a specific team.

  • If an organization is using whitelisted email domains anyone creating a new account using a team invite link will need to sign up using whitelisted email domain.

Inviting new members by email

Follow the following steps to send specific invites via email.

  1. Start typing emails into the "add members" field. Hit enter after each email to include in the invite. Once you've added all the emails of the members you wish to invite, click "FINISH."

  2. An email invite will be sent to members which includes a "JOIN TEAM" button. Recipients will need to click this button to be taken to the login screen.

  3. Once on the login screen recipients will either need to login to their existing account or click "create new account" to be added to the team.

  4. Once everyone has accepted you will see all the team members on your TEAM Dashboard.

Below is an example of what the email invite looks like:

Let us know if you need help building your team! We hope this guide is helpful in inviting new team members, but send us a message if you need a nudge in the right direction! 😊

For more help with Cloverleaf, view related help articles:

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