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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!
Organization Settings
Guides to navigate Organization Settings in the Admin Dashboard
Manage your Organization Preferences and SettingsThis article will show Org Admins how to manage your organization's configuration for access, assessments, features, and onboarding.
Navigating Organization SettingsHere is a general overview of the different sections within Organization Settings for Org Admins.
How To Set Team Privacy SettingsDetermine the right privacy setting for your teams to make it easy for members to join
Notification ScreenCreate a custom notification screen as an Admin for your team.
Enterprise and Coach Subscription ManagementNeed to update your payment, want to view billing history, or change plans, this article will show you how.
Navigating Billing SettingsA guide for Admins showing how to get to and make changes to your Billing Settings in Cloverleaf
The Basics
General How To Guides for the Admin Dashboard
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.
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 Org 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.
Entering / Changing Instinctive Drives ResultsIf one of your people has already taken the Instinctive Drives assessment, you can manually enter their scores.
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.
Groups
Guides to use GROUPS in your org
Creating a New GroupThis article describes how to create a new group from your ADMIN dashboard.
Inviting Users to a GroupThis guide walks through how to invite existing and new teammates to a Group as an Org Admin
Moving Teams Between GroupsThis guide walks through how to move a team between groups.
Managing Group SettingsThis guide walks through how to manage settings for groups within your organization