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Managing Users from Admin Dashboard

As Cloverleaf Organization Admin, you have the ability to manage users via the Admin Settings page.

Jason Miller avatar
Written by Jason Miller
Updated over a week ago

The Admin Dashboard is where you go to manage your teammates on Cloverleaf. To get started, click your profile icon in the top right and select Admin Settings.


How to Add Teammates to a Team or Group

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, then click on the "Add To..." drop-down. 

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


How to Make a Teammate an Admin of a Team or Group

Use the "Make Admin of.." drop-down to make someone a team, group, or org admin.


How to Remove a Teammate from a Team or Group

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".

This also applies to Revoking Team or Group Admin access.
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​How to View a Teammate's Profile

From All People in Organization, click on the user whose profile you would like to view.

How to Download your Teammate's Assessment Reports

Click the "v" next to the user whose report you would like to download. Any reports available will be shown in this user's dropdown menu. Click on the assessment to download that report.

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.


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