If you ever need to make changes to your Team Dashboard such as your team name, privacy settings, assessment visibility, or even add or remove teammates, you can do so via the Team Settings found on any Team Dashboard you are a Team Admin of.
How to Access Team Settings
Navigate to the "My Teams" link in the left sidebar navigation menu.
Click on the Settings icon in the top left of the dashboard to access the Team Settings page.
Navigate to the tab you wish to edit.
The Team Management page is broken up into the following tabs:
Members
Pending Members
Assessments
Modules
Preferences
Along with the five 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 any tab in the Team Settings page.
How to Make Changes to Your Team's Members
The Members tab is where you can quickly add/invite new members, update member permissions, and remove members.
How to Add a new Teammate to the Team
To add a new teammate to the team, click the "+ Members" button. Here, you can search for the teammate(s) if they are already in your Cloverleaf organization, or you can type in their email(s) if they are not.
If typing in emails, make sure to press the comma key, or the Enter key after you finish typing the email address.
You can designate their role from either Member or Team Admin. When you are ready, press the Send button to invite your teammate to the team.
You can also share an invite link with your teammates. Press the Copy Link button for quick copying and pasting into your message to share the invite link.
How to Remove a Teammate from the Team
Click the "..." next to the member you want to make changes to. In the menu, you can Designate this teammate to be a Team Admin, or you can remove the teammate from the team.
Removing a Teammate from a Team will not remove them from the Cloverleaf Organization.
How to Manage Pending Members
The Pending Members tab allows you to manage pending invites and see any open requests for people to join your team.
Click the "..." drop-down menu to approve or deny requests. The "..." in the Invites section allows you to resend or revoke Team Invites.
How to See if Your Teammates Have Completed Assessments
As a Team Admin, you can view the Assessments tab in the Team Settings to see if any of your teammates need to complete any assessments. The page is arranged by Assessment and clicking the arrow on the right will reveal the teammate(s) that have not yet completed any Assessments.
You can click the "Send Email Reminder" button to send reminders to any teammates still needing to complete their assessments.
How to Adjust What Modules Show on the Team Dashboard
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 you are adjusting the Modules for. It will not impact what is visibile on an individual teammate's Assessment page, or Profile page.
How to Change Team Preferences
The Preferences tab is where you can adjust the team's Privacy Settings. Private teams are invite only, which means they cannot be found on the Team Directory page.
Remember, you'll have to be a Team Admin on the team (or an Organization Admin) to make these changes.