Cloverleaf

Team

Adam Tucker

A deeper look at your organizations admin dashboard

Admin Dashboard (Org Admins Only)

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 Organizational ADMIN, you can easily give other people in your organization admin capability with these five 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

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

Configuring your Organization

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

Navigating to Any Team from your Admin Dashboard

If you are a Team ADMIN, you can easily make changes to your team from the TEAM Dashboard. Just follow these four simple steps!

How To Change Team Settings From The Team Dashboard As An Admin

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

The Basics

Here is how to change settings for your organization including the name, URL address, and assessment options.

General 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

Organization Settings

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.

Managing Group Settings

Groups

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