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Admin Dashboard

A deeper look at the Admin Dashboard and general guides for Org Admins

What's New on the Admin DashboardThis article will break down the differences between the old and newly released version of our Admin Dashboard!
Navigating Org ReportsThis guide will walk Org Admins through how to utilize Org Reports.
Getting Started Guide for Organization AdminsWondering where to start as an Org Admin? We've got you covered. Check out this guide for a list of resources to help get you started!
HRIS IntegrationLearn more about the functionality of our HRIS integration
Setting Up Your Organization Structure in CloverleafA resource of terms and best practices for organizing your Cloverleaf Organization
Using the Bulk ImporterA guide on using this tool to easily manage users in bulk.
Inviting People to your OrganizationYou can easily invite people to join your organization from your ADMIN Dashboard whether they have an account already or not.
Using the Bulk Importer to Import Manager EmailStep-by-step instructions on how org admins can import manager email to create a reporting structure for their organizations
The Basics

General How To Guides for the Admin Dashboard

Adding a Team on the Admin DashboardAs an Organization ADMIN, you can create and manage teams from your ADMIN Dashboard. This article will show you how to create a new team.
Adding Organization AdminsAs an Organization Admin, you can easily give other people in your Organization Admin capability with these steps.
Managing Users from Admin DashboardAs an admin of an organization, you have the ability to make changes to user's accessibility and even how they see their dashboards.
Manage Who Can Join your OrganizationManage who can join your organization's account whether it be through an invite or by adding authorized email domains
Navigating to a Team from the Admin DashboardAs an Organization ADMIN, you have access to any team within your organization. To access your teams, follow these steps.
Downloading Other User's ReportsDownload reports from other users as an admin of a group or organization
How To Change Team Settings from the Admin DashboardNeed to edit a team's name or delete a team? You can do this from your Admin Dashboard.
Using Cloverleaf with CandidatesCloverleaf's Candidate feature allows you to gain a better understanding of the people you interview and where they may fit on the team.
Personalized Report Bios (Coaches Only)This article explains how to personalize your report bios with your own description.
Sending Assessment RemindersThis guide walks through how to send assessment reminders through the Team Dashboard as a Team or Org Admin.
How to Remove People from your Cloverleaf OrganizationAn admin resource on removing teammates from your Cloverleaf Organization