Admin Dashboard | Cloverleaf Help Center

Organization Settings

General Organization Settings

How to change settings for your organization including the name, url address, and assessment options.

Written by Kirsten Moorefield
Updated over a week ago

Configuring your Organization

This article will show you how to configure your organization's assessment and feature settings for admins, members, and candidates.

Written by Team
Updated over a week ago

Notification Screen

Create a custom notification screen as an Admin for your team.

Written by Cassidy Brengartner
Updated over a week ago

Organization Roles

Organize your people by creating roles and adding role alignments for meaningful conversations around differences in role expectations.

Written by Cassidy Brengartner
Updated over a week ago

Enterprise and Coach Subscription Management

Need to update your payment, want to view billing history, or change plans, this article will show you how.

Written by Cassidy Brengartner
Updated over a week ago

The Basics

Managing Users from Admin Dashboard

As an admin of an organization, you have the ability to make changes to user's accessibility and even how they see their dashboards.

Written by Team
Updated over a week ago

Downloading Other User's Reports

Download reports from other users as an admin of a group or organization

Written by Team
Updated over a week ago

Adding Organization Admins

As an Organizational Admin, you can easily give other people in your organization admin capability with these five steps.

Written by Adam Tucker
Updated over a week ago

Inviting People to your Organization

You can easily invite people to join your organization from you Admin Dashboard whether they have an account already or not.

Written by Adam Tucker
Updated over a week ago

Adding a Team on the Admin Dashboard

As an Organization Admin you can create and manage teams form your Admin Dashboard. This article will show you how to create a new team.

Written by Adam Tucker
Updated over a week ago

Navigating to Any Team From Your Admin Dashboard

As an Organization Admin, you have access to any team within your organization. To access your teams, follow these five steps.

Written by Kirsten Moorefield
Updated over a week ago

How To Change Team Settings from the Admin Dashboard

Need to edit a team's name or delete a team? You can do this from your Admin Dashboard

Written by Kirsten Moorefield
Updated over a week ago

Candidates

Using Cloverleaf with Candidates

Cloverleaf's candidate feature allows you to gain a better understanding of the people you interview and where they may fit on the team.

Written by Cassidy Brengartner
Updated over a week ago

Inviting Candidates

Considering an addition to your organization? Want to see how they'd fit in? You can invite someone as a candidate to your organization.

Written by Team
Updated over a week ago

Adding a Candidate to a Team

Once your candidate has completed their profile, you will want to add them to a specific team they could be working with.

Written by Team
Updated over a week ago

Candidate Visibility

There are many of things you can do with a candidate on a team. However, these features will not work if your candidate is not visible.

Written by Team
Updated over a week ago

Accepting or Rejecting Candidates

Once you have given some thought to a potential addition to your team, you can decide to accept or reject them.

Written by Team
Updated over a week ago

Interpreting a Candidate

Once you have a candidate added to your team, how can you tell if they are a good fit? Try yourself and then talk to us!

Written by Team
Updated over a week ago

Groups

How Can Groups Help Enterprise Admins?

What are groups? What do they do? How can they help enterprise admins?

Written by Team
Updated over a week ago

How can Groups Help a Coach?

What are groups? Why are they there? How can they help a coach?

Written by Team
Updated over a week ago

Creating a New Group

Create a new group from your admin dashboard.

Written by Team
Updated over a week ago

Inviting Users to a Group

Invite new users to group individually or through a bulk upload

Written by Team
Updated over a week ago

Managing Group Settings

Manage a groups settings through the admin dashboard

Written by Team
Updated over a week ago

Moving Teams Between Groups

Move teams between different groups. Changing team ownership. Help with groups.

Written by Team
Updated over a week ago

For Coaches and Consultants

Setting up a Coaching Leads Link

Setting the Primary Assessment, Directing the Lead to a Next Step

Written by Team
Updated over a week ago

Role Alignment

Using Cloverleaf with Role Alignment

Cloverleaf's Role Alignment feature allows you to explore and have meaningful conversations around differences in role expectations.

Written by Cassidy Brengartner
Updated over a week ago

Add Role Alignment when Inviting a Candidate

In this article, you will learn how to add role alignment when inviting a candidate and how to add a subrow for an existing candidate.

Written by Cassidy Brengartner
Updated over a week ago

Add Role Alignment for an Existing Employee

In this article, you will learn how to add role alignment for an existing employee in your organization.

Written by Cassidy Brengartner
Updated over a week ago

Request Self Role Alignment from a Candidate

In this article, you will learn how to request a candidate to take self role alignment.

Written by Cassidy Brengartner
Updated over a week ago

Request Self Role Alignment from Existing Employee

In this article, you will learn how to request an existing employee to take self role alignment.

Written by Cassidy Brengartner
Updated over a week ago