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Managing Users from Admin Dashboard
Managing Users from Admin Dashboard

As an admin of an organization, you have the ability to make changes to user's accessibility and even how they see their dashboards.

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Written by Team
Updated over a week ago

From the Admin Dashboard, you can make a lot of changes to all user accounts individually. The first step to make any changes is to sign in to your Cloverleaf account and go to your Admin Dashboard. Here are some of the things you can do:

Add or remove them to a team or group. 

  1. In the left-hand navigation, select the group of people you want to view or select "All People in Organization" to be shown a searchable list of everyone. Click on the user who you would like to manage. 

  2. Click on the "Add To..." drop-down. 

  3. Select the team or group you would like to add the user to.

  4. The same can be done to make someone an Admin using the "Make admin of.." drop-down.

To remove someone from a team or group, click the "x" next to the team/group you want to remove them from. You can also remove users from your organization here by clicking "Remove from Organization".

View their Profile

  1. Click on the user whose profile you would like to view.

  2. Click on the user's name again.

  3. You will be taken to a new screen that shows their ME Dashboard.

Download Reports

  1. Click on the user whose report you would like to download.

  2. Any reports available will be shown in this user's dropdown menu. Click on the assessment to download that report.

    Note: Only reports for the assessments the user has taken will be available and only the reports enabled for your org will be available to download.

For more help with Cloverleaf, view related help articles:
Navigating to Teams from Admin Dashboard
Adding a Team
Downloading User's Reports

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