Creating a New Group

This article describes how to create a new group from your ADMIN dashboard.

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Written by Team
Updated over a week ago

Groups are helpful to manage the structure of your organization on Cloverleaf.

  1. Log in to Cloverleaf and click into your admin dashboard from the menu at the top of the page.

  2. If you would like to create a group under the top-level organization simply select the "Add Group" button at the top of the page.

  3. You will then be prompted to name your group.  

  4. After you have named your group, select save and the group will show up in the group list on the left-hand side.

  5. Once your group is created you can select it in the left-hand navigation to invite and manage members, assign admins, or add a team inside the group. Now that you have your structure created, your teams and groups can start seeing insights about the team.

For more help with Cloverleaf, view related help articles:


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