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How To Change Team Settings from the Admin Dashboard
How To Change Team Settings from the Admin Dashboard

Need to edit a team's name or delete a team? You can do this from your Admin Dashboard.

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Written by Team
Updated over a week ago

If you ever need to make team changes such as a teams name, change the modules your team can see, or you need to delete a team, you can do so on your ADMIN Dashboard. Here's how: 

  1. Sign in to your Cloverleaf account and go to the ADMIN dashboard.

  2. Select the team you would like to edit from the left side of the screen.

  3. Click "Edit".

This will open the team settings page. From here, you can change general details, set the privacy for a team, and choose the coaching tip default.

To change the Team Name, just edit the field "Team Name". You can move a team to another group or under the parent org. You can also fully delete the team. Deleting the team will not delete the users.

Discoverable Teams: Users can request to join the team, it is searchable within the org. They still have to be approved by the team or org admin.

Private Teams: These are invite-only and will not be searchable on the team list.

Hidden Teams: These are only visible to Org Admins. Team members are not notified and do not have access to view the team. There is no coaching content tied to these teams.

You can also set the default for daily coaching tips for all team members when they join the team. This can be toggled on or off. (We recommend having this on in most cases).

When you are done, you can click save. If you do not make changes, you can click cancel to exit the settings page. Any other settings for a team are set at the org and group level, or on the Team Dashboard Settings.

For more help with Cloverleaf, view related help articles:
Inviting People to an Organization
Adding a Team
Managing Candidates on Cloverleaf

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