Organization Configuration Settings give you control over what people in your organization see. This includes candidates, members, and admins. You can control what assessments they use, if they receive emails, if they can create their own groups and so much more. 

Getting to the Configuration Page

Log in to your admin dashboard and click "Organization Settings" then "Organization Configuration" from the left bar on the dashboard.

What it all means

Each Feature and Assessment can be configured differently for Admins, Members, and Candidates. 

In this example, all users for this organization would be prompted to take the DISC assessment when they sign up because it is marked as required for all users types. 

Strengthsfinder on the other hand would show up as an option for Admins, it would be  available but not visible for members (members can turn it on under their personal settings) and completely disabled for candidates.

Configuration for different groups

In addition to being able to set different settings for each user type you can also have different configuration settings for each group in your organization.

When you create a new group from the Admin Dashboard it will automatically follow the existing configuration settings of the Organization, but you can easily reset these as needed.

  1. To change a groups settings simply select the group you wish to manage in the left side bar.
  2. Once you have selected the group you want to manage, click the "edit" button to be shown the same configuration options as above.

*If you don't see a feature our assessment listed in your configuration list that you believe should be there feel free to reach out to our team at help@cloverleaf.me.


For more help with Cloverleaf, view related help articles:
Navigating to Teams from Admin Dashboard
Managing Users as an Admin
Downloading User's Reports

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