Creating a Team

This guide will walk you through how to create a team on Cloverleaf, whether it is your first one or an additional team!

Taylor Nash avatar
Written by Taylor Nash
Updated over a week ago

My Teams is home to any teams that you create on Cloverleaf. You can see your Team Dashboard and interact with your teammates' results here. If you are new to Cloverleaf or want to join additional teams, this guide will walk you through how to set one up!

Using the left sidebar navigation, go to My Teams. If you have not joined a team before, you will see a screen that gives you the option to find your team, or create a new one! Any teams that are discoverable will show up on the team list under find your team.

If you have already joined a team, and are looking to create an additional team- from your Team Dashboard, you will see an "Add Team" button in the top right.

Regardless of which route you take- Cloverleaf will walk you through the next steps to get your team set up! Here are some things to know:

  1. Choose a Team Name (usually aligns with what your team is called at your company).

  2. Invite your Teammates to join! Here you will have a few options:

  • Invite with Link: You can copy this link and send it directly to any teammates to join your team, whether they are new to Cloverleaf or already have a profile with your organization.

  • Add by email: Here you can search for existing team members, or you can invite new teammates to join Cloverleaf and your team.

  • Designate Admins: Here you can add other people as Team Admin to manage your team.

    A Team Admin is usually the person who creates the team on Cloverleaf. The expectation is this person will maintain any systemic updates for the team, in the platform. i.e. adding members, sending team invitations, adding a facilitator, changing assessments, and general updates.

Then you are all set! From here, if you are the Team Admin, you can always manage settings, add new teammates, and see teammate dashboard visibility.

Note: if you do not see the ability to create a team, or invite new people to Cloverleaf via your team- it is likely due to settings in your organization. If this is the case, connect with your organization admin!

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