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How To Change Team Settings
How To Change Team Settings

If you are a Team Admin, you can easily make changes to your team settings from the Team Dashboard. Just follow these simple steps!

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Written by Team
Updated over a week ago

Change is inevitable at times. As your team's focus changes, as your team's members change, and as you adapt your team to all of the changes around you, you may or not need to adjust your Team settings on Cloverleaf. Have no fear, it's pretty easy.

If you ever need to make changes to your team dashboard such as your team name, privacy settings, assessment visibility, or even delete your team, you can do so in your Cloverleaf account settings. Here's how: 

Sign in to your account and click "My Teams" in the sidebar navigation.

Click on the Settings icon in the top left of the dashboard.

Navigate to the tab you wish to edit.

The Team Management page is broken up into 4 tabs

  1. Members

  2. Pending Members

  3. Modules

  4. Preferences

Along with the 4 main tabs, you can make general team updates, such as renaming the team, leaving the team, or deleting the team by selecting the "..." drop-down menu in the top right corner of the page.

Team Member Settings

The member's tab is where you can quickly add/invite new members, update member permissions, and remove members.

Pending Members

The Pending Members tab allows you to manage pending invites and see any open requests for people to join your team.

Clicking the "..." drop-down menu is what allows you to approve or deny requests and resend or revoke pending invitations.


The Modules tab is where you can customize which assessments will be visible on this team's dashboard.

Depending on your company's settings some assessments may be required or hidden. Also, it is important to note that these settings only control what is visible on the team dashboard for this team and will not impact anyone's ME dashboard or general access to take assessments.

Team Preferences

The preference tab is where you can find any general team-level settings and preference options. This consists of:

  1. Privacy Settings: If your company's plan includes the use of the searchable Team Directory you will have the option to set your team as discoverable or private. You can learn more about Team privacy settings here.

  2. Customizing team coaching: As a team admin you can set the default coaching setting for the members of this team. If this is off it means that this team will be excluded from the member's rotation of daily coaching.

Remember, you'll have to be a team admin on the team (or an org admin) to make these changes.

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