Admin Dashboard
A deeper look at the Admin Dashboard and general guides for Org Admins
By Jason and 3 others4 authors19 articles
Admin Dashboard Basics
Guides for Navigating around the Admin Dashboard
- 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!
- Inviting People to your OrganizationThis article will walk you through how to send invites, track their status, and manage pending users with confidence.
- Setting Up Your Organization Structure in CloverleafA resource of terms and best practices for organizing your Cloverleaf Organization
- How to Set Up and Manage Guiding Principles in CloverleafLearn how to create and manage Guiding Principles to customize Cloverleaf's AI coaching with your organization's values, culture, and ways of working.
- How to Set Up Sign in with Google or MicrosoftLearn how to enable Google or Microsoft sign-in for your organization, what to check before going live, and how to troubleshoot common issues.
- Getting Started with the Enablement CenterLearn how to find and use the Enablement Center in Cloverleaf, including tracking progress, asking questions, giving feedback, and downloading the Champion Playbook.
People Management
Guides reviewing how to manage people and teams on Cloverleaf
- How to Use Cloverleaf with CandidatesLearn how to use the Candidates feature to integrate Cloverleaf into your hiring process before someone becomes an active employee.
- 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.
- How to Send Assessment RemindersThis guide walks through how to send assessment reminders through the Team Dashboard as an Organization or a Team Admin.
Organization Settings
Guides to navigate Organization Settings in the Admin Dashboard
- Managing and Navigating Organization SettingsLearn how admins use Organization Settings to manage organization info, access controls, assessments, features, and integrations.
- 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 Billing SettingsA guide for Admins showing how to get to and make changes to your Billing Settings in Cloverleaf
- How To Set Team Privacy SettingsDetermine the right privacy setting for your teams to make it easy for members to join
- Enterprise and Coach Subscription ManagementNeed to update your payment, want to view billing history, or change plans, this article will show you how.
Reporting
Guides on the Reporting page found in your Admin Settings
- Organization Reporting: How to track team engagement and adoption across your orgOrg Admins can use Organization Reporting to track member setup, assessment completion, Coaching Focus adoption, and integration usage across the entire organization in one dashboard.
- How do I add, remove, or update users from the Members tab?Add, remove, or update individual and multiple users from the Members tab, including teams, admin roles, managers, job titles, login emails, and assessment reports.
HRIS & Bulk Importer
Guides for using our HRIS Integration and our Bulk Import Tool
- HRIS IntegrationLearn more about the functionality of our HRIS integration
- Using the Bulk ImporterHow to use the Bulk Importer to add, update, invite, and remove users in Cloverleaf using a CSV file.
- 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