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.
Managing Existing Users
Use the checkboxes next to each user’s name to select one or more users at a time. Once selected, you can perform the following actions:
Update Roles: Choose between:
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Admin – Can manage teams, invite users, and access organization-level settings.
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Basic – Can access core platform features but cannot modify team or org-level settings.
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- Update Notifications: Enable or disable email alerts (e.g. Signals, account updates).
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Resend Welcome Email: If a user missed or lost their invite email, resend it here.
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Delete User: Remove user access from your organization.
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Manage Credit Limits: Adjust how many AI credits a user can use for generating insights.
Creating a New User
To add someone new to your team:
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Click the Create User button.
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Enter the new user’s email address.
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Select their role (Admin or Basic).
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Choose the types of email notifications they should receive.
New users will receive a welcome email with a link to create their account and log in.