Cloverleaf

Osa Tunde-oni

Adam Tucker

Team

All of our help guides on how to use the Cloverleaf platform

How to Use Cloverleaf (Functionality)

As a Team ADMIN, you can invite additional members to your team at any point from the TEAM Dashboard. This article shows you how!

Sending Invites to Grow Your Team

You can decide how often you would like your coaching tip emails that include tips about yourself and a team member

How To Customize Coaching Tip Email Frequency

Team Roles can help you understand your roles on a team, along with your team's makeup, imbalances, what each individual role plays.

Understanding Team Roles

Manage separate accounts, link new accounts, import assessment results between accounts.

How To Manage Multiple Accounts

Your Cloverleaf profile is viewable as a Public Profile.  Follow the steps below to share your profile and view others'.

How To Share My Profile

We understand that life can get busy. Learn how you can connect multiple Google and Microsoft calendars to your Cloverleaf dashboard.

Connecting Multiple Calendars

Here are two quick and easy ways to send invites and begin to view insights on people not in your team or organization.

2 Quick Ways To Send Invites

Mindy Aufderheide

General

Understand the ins and outs of the Team Directory in 6 easy steps

Use Your Team Directory To Discover And Join New Teams

This article describes the different features of the Relationship Map and how to use it effectively to draw insights about your teammates.

How to Use the Relationship Map to Compare Teammates Side-by-Side

The Resource Feed on your ME Dashboard houses articles hand-picked just for you based on your results. Check 'em out!

How To Use Your Resource Feed

Cloverleaf's Client Navigator allows you to provide more personalized service to your clients without them taking assessments.

How To Use Your Client Navigator

The Directory on your ME Dashboard allows you to view profiles of people within your organization who are not on the same team as you.

How To Use Your Directory

Dashboards

If you have already taken an assessment we support on a different platform, you will not need to take it again, just enter your scores!

Adding Assessment Results

Here is how to download reports for more insights based on assessments, and how to access them from your ME Dashboard.

How To Download Your Cloverleaf Reports

Learn how to take the StrengthsFinder Assessment on Cloverleaf.

How to Take StrengthsFinder

Learn how to leverage your top 5 strengths by adding your results from Gallup's StrengthsFinder to your Cloverleaf profile.

How To Add Your StrengthsFinder Results

Whether you take the Strengthscope® assessment on Strengthscope® or Cloverleaf, connect your accounts to get the most out of the assessment.

Connecting your Strengthscope® Account

As a Team ADMIN, you can easily send reminders to anyone on your team that still needs to complete an assessment.

How to Send Assessment Reminders to Teammates (TEAM Admin)

Assessments

Want to update your email addresses for your Cloverleaf account? Follow these easy steps to do so.

How To Update Your Email Address

The calendar feature is customizable. You can choose where tips are shown, how often you receive emails, and who you want tips for.

Personalizing Your Calendar Settings

This article gives an overview of the Privacy Settings you can adjust for your profile.

How To Adjust Your Privacy Settings

Too many things on your ME Dashboard? Want to focus on fewer assessments? You can change how your Dashboard looks in your account settings.

How To Edit Dashboard Visualization

Need to change your role or company? Want your name to display differently? You can change this and more in account settings.

How to Edit Your Account Details

Adding your photo is easy and brings some familiarity to your profile. It makes finding where you fall on your TEAM Dashboard a breeze.

How to Upload Your Avatar

Changing your password is easy. It is simple to change it any time by signing into your account and going to your settings.

How to Change Your Password

Settings 

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

How To Manage your Personal Subscription

Need to delete your account from Cloverleaf? You can do this right from your account settings.