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Admin Tools for Managing Team Territories

As an Admin, you can view, edit, and build territories for any member of your team - not just your own. This includes adding and removing channels individually, or uploading an entire territory at once via CSV.

 

How to Get There

Click the Settings icon in the lower left corner of the screen, then click Territory.

Viewing and Managing a Teammate's Territory

From the Territory page, use the dropdown button on the right-hand side to switch between team members. Select any teammate to load and view their territory.

From their territory view you can:

  • Browse and search their current channels
  • Remove individual channels directly from their territory by clicking Remove

Manually Building or Editing a Teammate's Territory

Click Expand Territory to add channels to a teammate's territory. Use the dropdown at the top to select which teammate you're editing - you'll see a confirmation that you're editing their territory, not your own.

From here you can:

  • Search for channels by name, type, or geography
  • Use demographic filters to narrow results by population or income level
  • Add channels one at a time by clicking Add
  • Select multiple channels at once using the multi-select option or Select All to add them in bulk
  • Remove individual channels as needed

Tip: Use Select All after filtering by a specific channel type and state to quickly build out a full territory for a new teammate in just a few clicks.

Bulk Uploading Your Team's Territories via CSV

For larger territory setups, use the Team Bulk Upload feature to upload an entire territory at once.

  1. From the Territory page, click Team Bulk Upload
    1. Do not click "My Territory" or you'll upload only to your own territory. 
  2. Download the CSV template - or use an existing spreadsheet as long as it matches the required column headers shown on the page
  3. Fill in the territory data and include the teammate's email address being used for their Cloverleaf account
  4. Upload the file - Cloverleaf will validate the data and flag any issues before importing
  5. Review the preview and click Confirm to complete the import

Tip: Download the CSV template first even if you have an existing territory spreadsheet - it shows you the exact column headers Cloverleaf requires so you can format your data correctly before uploading.

Questions? Contact us at support@cloverleaf.ai