Organization Settings allow Organization Admins to configure how their Cloverleaf organization works. From this area, admins can manage organization details, control how users join, configure assessments, enable features, and connect integrations.

Inside Organization Settings, you will see several tabs:

Each tab controls a different aspect of how your organization operates in Cloverleaf.
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At the top of the page, you will see summary cards that provide a snapshot of your organization.

These cards display:

This overview helps admins quickly understand the current status of users and teams.
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The Organization Information section allows admins to update basic organization details.

Admins can edit:

Click Save to apply any updates.
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Admins can upload logos to customize organization branding across Cloverleaf.
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Recommended size: 400 × 80 pixels

This logo appears in:

Click Upload Banner Logo to add or replace the main logo.
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Recommended size: 128 × 128 pixels

This logo appears in the top-left corner of the Cloverleaf interface.

Click Upload Icon Logo to update the icon logo.
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The Access tab controls how users find and join your Cloverleaf organization.

Admins can configure trusted email domains, set organization visibility, and manage who can invite new users.

The Trusted Domains section allows admins to add approved email domains for the organization.

Trusted domains help:

To add a domain:

The Access Type setting determines how users can join the organization.

Users must be invited directly to join the organization.

Users can discover and join the organization using an email address that matches a trusted domain. Users can still be invited directly by admins.

The Invite Permissions setting controls who can invite new users.

Admins can choose:

Only Org and Group Admins

Only administrators can invite new members.

Everyone

Any user in the organization can invite new members.
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The Assessments tab allows admins to manage which assessments are available to users.

Admins can control assessment visibility, lock required assessments, and prioritize assessments for onboarding.

Each assessment includes:

The Default Visibility setting determines whether an assessment is visible to users.

When an assessment is set to Visible, users can see and take the assessment.

Admins can update this setting using the dropdown in each assessment row.

Admins can lock assessments to ensure they remain available as configured.

Locked assessments cannot be modified by users.

Organizations often lock assessments when they are required for development programs or onboarding.

Admins can prioritize assessments for onboarding.

When prioritized:

If multiple assessments are prioritized, Cloverleaf recommends the most relevant one.

If none are prioritized, visible assessments are recommended based on relevance.

The Features tab allows admins to configure features that apply across the organization.

These settings establish default behavior for teams and members. Some features can still be adjusted at the individual or team level.

Setting organization-wide defaults helps create a consistent experience for everyone using Cloverleaf.

Admins can review and update these settings anytime to adjust how features are used across the organization.

The Integrations tab allows admins to connect Cloverleaf with external collaboration tools.

Integrations make it possible to deliver coaching insights in the tools your team already uses, helping users apply insights in the flow of work.

Available integrations may include:

When the Microsoft Teams integration is enabled, Cloverleaf insights can be delivered directly within Teams.

This allows users to receive coaching insights without leaving their collaboration environment.

Examples include:

Delivering insights in Teams helps teams apply coaching during real conversations and meetings.

The Slack integration delivers Cloverleaf insights directly into Slack.

This allows users to receive coaching insights while collaborating with teammates.

Examples include:

By delivering insights directly in Slack, Cloverleaf meets users where they already work, making coaching easier to apply in real time.

Organization Settings help admins configure how Cloverleaf works for their team.

By setting up organization details, access controls, assessments, features, and integrations, admins can ensure that users receive the right insights and coaching experience from day one.