Who is this guide for? Slack Admins/Workspace Owners
What can I learn from this page? How to enable and install Cloverleaf in Slack for your organization
App Permissions
Slack Cloverleaf app will have permission to:
Access profile information such as user's name, email address, company name, and preferred language.
Send user messages and notifications.
Receive messages and data that the user provides to it.
This information can also be found on the app installation page in Slack.
Slack App Listing: (Browser-Based)
Cloverleaf is a third-party app. If your team is enabling Cloverleaf for Slack, we recommend pre-approving the app so your team can start using Cloverleaf right away.
Managing the Cloverleaf app in Slack (third-party apps):
By default, any member can install a third-party app to Slack. Workspace Owners can enable app approval to pre-approve apps like Cloverleaf in Slack and adjust permissions to manage how apps work in your workspace.
Slack Resources:
Installing Apps at the Org Level
Manage App Approval for your Workspace
Manage App Settings and Permissions
Add Apps to your Slack Workspace
Guide to Apps in Slack
Installing Cloverleaf for Slack
Users must create a Cloverleaf account using the same email as their Slack account before installing the app. If email addresses change, the app will need to be reinstalled.
Although this app can be installed by individuals, we recommend installing the app on behalf of your organization to simplify the process.
Cloverleaf App Set Up
As a Slack Admin or Workspace Owner, you can set up Cloverleaf as a default app for your organization. Users can still choose to uninstall or install the app themselves.
To install the Cloverleaf app for your entire organization:
Learn more about managing apps on Enterprise Grid.
App Features and Notifications
Once you have the Cloverleaf app installed and users have downloaded it, you can start receiving Cloverleaf insights straight to Slack.
Functionality
Receive Daily Coaching directly in Slack
Rate, Save, Share, and Reflect on Coaching Tips
Navigate to Account Settings in Cloverleaf (Cloverleaf app is preauthorized)
Receive all app communication in Slack
Learn more
Cloverleaf Org Admins
Integration Settings (in Cloverleaf)
Navigate to Admin Dashboard via your profile icon in the top right (Admin Settings). Under Organization Settings, click the 🔌 Integrations Tab.
Having Slack Integration enabled allows anyone in your organization to adjust their notification settings and integrate with Slack. Anyone in your organization who wishes to use Cloverleaf on Slack has to add the app to their account. Enabling this only grants access to do so, and does not install anything for users in Slack.
If you need to disable Slack for your organization, you can turn this off. Disabling Slack in Cloverleaf hides the integration on Cloverleaf so users no longer see it as an option in Integration and Notification settings. This will NOT disable anything within Slack. Users can still find the Cloverleaf app in Slack and install it, but won't be able to authenticate their account.