--- title: Manage Your Team description: The Users page in Cloverleaf Next gives you full control over who has access to your organization’s account and what permissions they have. Admin Users can access it by clicking Users from the left-hand toolbar. --- [Skip to content](https://help.cloverleaf.ai/knowledge-base/teams-page#main-content) English Show submenu for translations ![Cloverleaf AI Logo\_black\_full](https://help.cloverleaf.ai/hubfs/Cloverleaf%20AI%20Logos_2026/Black/Cloverleaf%20AI%20Logo_black_full.svg) Open main navigation Close main navigation - English Show submenu for translations Welcome! How can we help you? - There are no suggestions because the search field is empty. 1. [Cloverleaf AI Support](https://help.cloverleaf.ai/knowledge-base?hsLang=en) 2. [Admin Tools](https://help.cloverleaf.ai/knowledge-base/admin-tools?hsLang=en) # Manage Your Team ## Manage your team's access, roles, and notification settings from one place. The Team page gives Admins full control over who's in your organization's Cloverleaf AI account and what they can do. #### **How to Get There** Click **Account** on the bottom left of the homepage.  ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-May-05-2026-03-29-01-3166-PM.png?width=28&height=26&name=image-png-May-05-2026-03-29-01-3166-PM.png) ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-May-05-2026-03-30-50-8054-PM.png?width=376&height=94&name=image-png-May-05-2026-03-30-50-8054-PM.png) --- #### **Managing Existing Users** Use the checkboxes next to each user's name to select one or more users. Once selected, you can take the following actions: ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-May-05-2026-03-31-51-1106-PM.png?width=631&height=156&name=image-png-May-05-2026-03-31-51-1106-PM.png) **Update Roles** - Choose between two role types: - **Admin** - Can manage teams, invite users, and access organization-level settings - **Basic** - Can access core platform features but cannot modify other users, team, or org-level settings **Update Notifications and Signals Delivery Window** - Enable or disable email alerts for selected users, including Signals emails and account updates. - Select the maximum number of results per campaign you want to receive in your Signals emails. The minimum is 3 and the maximum is unlimited, meaning you'll see every single hit from that campaign daily. - **Missed Signals Recap -** This triggers the Weekly Recap email which surfaces up to 5 high-value sales insights from meetings you didn't open in their Daily Signals emails the prior week. It sends Mondays at 11am ET (currently not adjustable), and if you don't miss any high-value sales insights, you won't receive it. - The Signals Delivery Window allows you to choose when you receive your daily and/or weekly Signals emails ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-May-13-2026-02-47-33-0908-PM.png?width=441&height=475&name=image-png-May-13-2026-02-47-33-0908-PM.png) **Update User Profile** - Update the User Profile for one or multiple users at once. This is useful for ensuring your team's profiles are complete and consistent - which directly impacts the quality of their AI-generated insights. - **Basic Users** - can update their own profile - **Admin Users** - can select one or multiple users, click **Update User Profile**, choose a profile to use as a template, make changes, and click **Update** to apply across all selected users ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-20-2026-05-43-46-7936-PM.png?width=363&height=439&name=image-png-Mar-20-2026-05-43-46-7936-PM.png) > **Tip:** Use **Update User Profile** to quickly onboard new team members by applying a well-configured profile as a template - so their insights are relevant from day one. **Resend Welcome Email** - If a user missed or lost their original invite, resend it here. **Manage Credit Limits** - Adjust how many AI credits a user can spend on generating insights. **Delete User** - Remove a user's access from your organization entirely. --- #### **Adding a New User** 1. Click **Create User** 2. Enter the new user's email address 3. Select their role - **Admin** or **Basic** 4. Choose which email notifications they should receive The new user will receive a welcome email with a link to create their account and log in. ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-47-46-2247-PM.png?width=365&height=265&name=image-png-Mar-16-2026-08-47-46-2247-PM.png) --- *Questions? 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