Cloverleaf

This article will break down the differences between the old and newly released version of our Admin Dashboard!

What's New on the Admin Dashboard

This guide will walk Org Admins through how to utilize Org Reports.

Navigating Org Reports

Taylor Nash

Adam Tucker

Team

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

Admin Dashboard

This article will show Org Admins how to manage your organization's configuration for access, assessments, features, and onboarding.

Manage your Organization Preferences and Settings

Here is a general overview of the different sections within Organization Settings for Org Admins.

Navigating Organization Settings

Determine the right privacy setting for your teams to make it easy for members to join

How To Set Team Privacy Settings

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

Notification Screen

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

Enterprise and Coach Subscription Management

Guides to navigate Organization Settings in the Admin Dashboard

Organization Settings

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

Inviting People to your Organization

As 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 a Team on the Admin Dashboard

As an Organization ADMIN, you can easily give other people in your Org Admin capability with these steps.

Adding Organization Admins

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

Managing Users from Admin Dashboard

Manage who can join your organization's account whether it be through an invite or by adding authorized email domains

Manage Who Can Join your Organization

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

Navigating to a Team from the Admin Dashboard

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

Downloading Other User's Reports

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

How To Change Team Settings from the Admin Dashboard

If one of your people has already taken the Instinctive Drives assessment, you can manually enter their scores.

Entering / Changing Instinctive Drives Results

This article explains how to personalize your report bios with your own description.

Personalized Report Bios (Coaches Only)

General How To Guides for the Admin Dashboard

The Basics

Learn how to add Candidate Reviewers so that multiple people on your team can view, scenario plan, and learn about a candidate.

Adding Candidate Reviewers

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

Using Cloverleaf with 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.

Inviting Candidates

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

Adding a Candidate to a Team

There are several things you can do with a candidate on a team. However, these features will only work if your candidate is visible.

Candidate Visibility

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

Accepting or Rejecting Candidates

Candidates

This article describes how to create a new group from your ADMIN dashboard.

Creating a New Group

This article will teach you how to invite existing and new teammates to a group as an Org ADMIN.

Inviting Users to a Group

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

Moving Teams Between Groups

This article will teach you how to manage group settings through the ADMIN dashboard.