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Cloverleaf Release Notes

Discover what’s new and improved here at Cloverleaf:


Daily Coaching right from your ME Dashboard

The new in-app daily coaching experience takes your daily coach tips to a whole new level. Get fresh insights on yourself and your teammates each day, dive deeper with specific teammates or content categories, and compare thinking styles side by side. Learn more about Daily Coaching here.


New and Improved Team Creation Experience

Creating teams and inviting members just got a whole lot easier! Now when you are creating a team for the first team or adding new ones you will experience a whole new look and feel that makes the process much smoother. Learn more about team creation here.


Redesigned Organization settings for who can join your company

The settings around “who can join this organization” just got a brand new look. You can find these settings by going to your Admin Dashboard, selecting “organization settings” and then on “organization configuration.” Learn more about how these settings work here.


NEW Daily Coaching

ExperienceAnytime you choose to rate one of the coach tips in your Cloverleaf coaching email, whether it be your own tip or one on a teammate, you will be taken into the app to see your coach tips for the day and can explore additional insights on yourself or a teammate.


Sample new coach tips anytime you take a new assessment

Now anytime you take an assessment for the first time you will be shown the top 3 coach tips as part of your new results.


Organization Accounts are now Discoverable

If your Company account is using authorized email domains to allow employees to create accounts automatically using a verified company email Cloverleaf will now identify anyone who creates an account outside your organization and help them get connected.


New and Improved DISC Reports

Our DISC Reports (downloadable from your ME Dashboard) just got a major update with new insights on how you are motivated, potential limitations, how you can lead or motivate others, and much much more. This help article will show how you can download your report.


Invite new members as Organization or Group Admins

As an Organization Admin, you can now invite new members as an Admin of the organization or a group so that when they accept the invite and create their account they will automatically have Admin permission at the given level. Learn more about adding/inviting Admins here.


New and improved 16 Types Reports

Our 16 Types Reports (downloadable from your ME Dashboard) just got a major update with new insights on how you show up to work, operate under stress, how to allow your strengths to flourish, and much much more. This help article will show how you can download your report.


Hundreds of new Coach Tips loaded for 16 Types and Strengthscope

In the last week over 300 new coach tips have been published. You will start seeing these tips on your ME dashboard and in your coaching tip emails! Check out your new tips on your Dashboard.


Invite people to your team using a Team Invite Link

You can now send people a unique team invite link to allow them to join your team(s)! Check out this help article to learn more.


Customize how often you receive coaching emails

This new setting will give users the ability to control how often they are getting coaching tips about themselves and teammates sent via email. You can now receive your coaching emails daily instead of just twice a week. Learn how to change your settings here.


New Sign In Flow

Minor tweaks for users, major help for the organization of accounts and the back-end — example, you could now have one email for multiple accounts.

Resource Hub

Admins now get access to all the important information you need to serve your employees or coaching clients. The Resource Hub contains things like training materials, slide decks, help docs, and much more! You can find this but clicking on the ? on the top right corner.

MAY 26:

Simplify … and SAVE your profile state!

Cloverleaf profiles are FULL of information … and sometimes we want to look at simplified views by collapsing some of the boxes. Now, when you collapse boxes in Cloverleaf they will STAY that way when you come back to your profile.

Updated Enneagram Visualization

The enneagram visualization is now more informational, more interactive and with a focus on triads.

MAY 12:

New DISC Tips

Over 100 new DISC coaching tips have been released!

NEW 16 Types Box 🎉

Much more interactive with new configuration included cognitive function pairing.


Resource Hub

Coaches can go directly from their Cloverleaf profile to all bound under the resource tab.

Team dashboard Upgrades

Switch teams, create teams, get to your team settings – all from icons on the Team Dashboard.

Public Profile Updates

Any assessments that have not been taken are collapsed on the right side of the interface for less confusion.


Coaching Tip Uploads – Improved!

We’re gearing up for a flood of additional coaching tips on the platform – new backend processes will allow for this!

Bugs & Tweaks

Squashed NINE bugs and made multiple data-driven tweaks for users – things you may not notice, but that we assure you make a difference : )


Strengthscope for Teams

Strengthscope visualization and content is now available for TEAMS! Check it out on the Team dashboard for full functionality.

Public Profile Sharing

There is now a “share” button on the top of everyone’s public profile that creates a URL to share with the world!


Profile Page Layout Update

Small tweaks to profile pages for a better user experience, especially for mobile.


“Attributes” at the top of users’ profiles with specific descriptive words are about to go live.

Better Coaching Tip Insights

Users can now not only give a thumbs up or thumbs down on a coaching tip on the platform, but there is a space to write in a comment, as well. This will lead to better coaching tips!


Public Profiles

Public profiles are live! With the privacy setting set to “Everyone” – anyone with a Cloverleaf account can view a Public profile.

Daily Coaching Tip Upgrade

Daily Coaching Tips are now paginated and allow for continuous insights instead of just a few tips at a time.

Thinking Style Comparison

“Comparisons” are now available on individual profiles to pull anyone in the “Thinking Style Comparison” box instead of someone only within the same team.



Directories are now live! Search for anyone within your organization to get to their profile.

Privacy Settings

Users can now determine what levels of their organization can see their profile.

Fully Secure

We have officially passed our third party penetration test and have the go-ahead that we are fully secure!



We now are able to support Spanish on the majority of the platform – and have laid the framework for supporting other languages in the future.

Whitelist Domain Settings

Organizations will now get to require only domain-specific emails to the org’s Cloverleaf account.

Security Confirmed

Cloverleaf passed a third party penetration test.


Dashboard Updates

We now have an updated design on our dashboard !

Internationalization – Almost There

We care very close to be able to support other languages within our app.

GDPR Updates

Users can now opt out of cookies on our marketing site.


ID Scores

ID scores can now manually be changed in app.


Coming soon …!


SAP – Single Sign On

SAP users can now use a single sign on feature (through SAP) to automatically be signed into their organization in Cloverleaf.

Multilingual Capability

Cloverleaf now has the ability to support multilingual content in-app.

Group Settings

Admin can now set up one group with the all the correct settings and then copy to all other groups under the same parent group.


At Cloverleaf, we take your personal privacy very seriously. We’ve recently updated our Privacy Policy and our Terms of Service and wanted to let you know about those changes.

For the Privacy Policy, we added: 

  • More detail about the information we collect and your rights with respect to that information;
  • More transparency about information we may collect and share related to self-assessment tests and data including with respect to third party test providers;
  • Information about the control you have over your information, including options to update, manage, or prevent sharing; and
  • Information about how we use cookies and your ability to opt-in or opt out of such cookie usage.

For the Terms of Service, we added: 

  • More information about how you can set up an account with us, how to manage your account and subscription and how to cancel your services;
  • Additional detail about your choices regarding payment, plans and services; and
  • More detail about the types of ways you can interact with our services and other users as well as prohibited uses of our services and site.

Please click the links above to see the updated policy and terms.

You can always reach us at if you have questions about this or anything else!



Users can now store a language preference now that Cloverleaf can be localized.

User Deletion

Super Admins can now delete users.

Chat Bot

We’re testing a whole new way for people to go through their first assessment!



We have officially started our roll-out of Strengsthscope to clients! Learn more about the benefits of Strengthscope here.



More Strengthscope in the works (like how you can go straight from your Cloverleaf dashboard to your official Strengthscope account). Full features be announced soon! 🎉



Lots of Strengthscope (our next assessment!) is in the works! More details to come 😏


Content Updates

Updates 16 Types and StrengthsFinder descriptions and content, and narrowed calendar integration content for a better experience.

Invite Deliverability

Back-end change to help ensure deliverability to enterprise users.

Energy Rhythm Assessment

Coming soon … very soon.


Org Configurations

Improved, easier-to-understand configuration options – now configure an organization’s settings with ease!


Now, transactional emails have the organization’s or coach’s logo – along with the capability of adding a coaches bio to the last page of reports for their clients.


Instinctive Drives is LIVE

Feature complete and ready to use! Check it out here.


Instinctive Drives

The ID assessment visualization is in the works! Stay tuned for more details ….

Small Bugs & Fixes

Working behind the scenes to help keep things working their best for our users!

JULY 22:

Re-Invite Users

Want to make sure that someone really got the invite email to Cloverleaf? You can now re-send an email!

“Leads” are live!

As a coach, create a link within Cloverleaf to put on your own website, social media, newsletters, etc. Anyone who signs up will then show up in your “leads” category. This also allows you to add a specific notification on the notification screen for leads, only!


Organization “Counts”

You can now (via the Admin page), see the stats on an organization containing number of people, teams, admin, candidates and pending invites.

Client Navigator Revisions

Users can now re-take “client navigator” assessments if they feel like they have gotten a better understanding of someone and want to update.

JUNE 24:

Customized Notification Screen

You can now customize your orgs initial notification screen (once enabled via Admin settings) where you can change the title, text, and URL at the top and how the page looks in addition to the specific to-do items.

Role Alignment Live

The role alignment function is now feature complete.

JUNE 10:

Microsoft Teams Integration is LIVE

Available to download now! Go to the Microsoft Teams “Install” link in your Cloverleaf Settings tab.

Role Alignment Features

Users are now able to turn on “Role Alignment” via Organization settings, and create a role alignment (behavioral expectations) for any role in an organization. Users can also create a “role alignment” for their own position.

Coach Orgs

Coaching accounts now have a separate designation as a “coach org” to aid with their own unique coach experience. This is the first step in an updated leads process and other cool features built specifically for coaches.

MAY 27:

Organization Roles Page

As an admin, see each role of your organization’s users listed in the new “Organization Roles” view under settings.

Personal User Improvements

Now, when an individual takes an assessment, they will get options to go deeper in multiple ways with options to have a free 30 minute consultation, download a report, or sign up for an individual plan.

CSV Upload Improvements

More streamlined process for uploading large files when inviting hundreds or thousands of new users at once.

MAY 13:

Candidate Reviewers

You can now decide who will review a candidate within Cloverleaf. This also allows a user to search candidates by who they are responsible for, as well as getting an email when a candidate created their profile and completes assessments. (No more getting an email about a candidate, but without a completed profile to go to!)

Candidate Reports

You can now email candidate reports for reviewers and teams to be able to see a candidate’s report without having to login to see.

Microsoft Teams

We are now feature complete with our Microsoft Teams app! Organizations on Microsoft Teams can now get prompts for their teams to respond to, for better conversation and understanding of each other. Official launch to come!


“Role” Features

As an enterprise feature, you can now add an official “role” to a user or candidates. This is the first in many changes to “roles” that will lead to much more functionality with fit and roles down the road.

Microsoft Teams

Our Microsoft Teams bot is almost feature complete! Excited to roll out the “sister” product of our Slack app.

Text Disclaimers

We honed in on some explanations that help users know exactly what and why they are giving information of theirs.


Improved “Candidates” Function

There is now a new dedicated page to manage all candidates separately, in one place. From the single candidate pool, admins can move the candidates the necessary group or team.


Slack Integration

It’s official! Our Slack integration is now live, and on Slack’s app directory. Available for all user-types to connect to their Slack account.

Survey Feature

For customer organizations, there will now be a survey as a task notification on the homepage.

Search Admin Capability

New, more in depth search capabilities for admin users.


Skill Search

Admins can now search specific skills across entire teams to see which users have listed that specific skill. (Find hidden talent within your organization!)

Moving Teams

Admin users can now move teams from one group to another, even after team creation.

Pending Invites

Now team leaders can now pending invites on the team level, instead of just the organization level.

Downloadable Reports

Now, as an admin you can download anyone on your team’s reports.


New Product Tips

Now, at the bottom of each coaching tip email, receive a new tip to help better use Cloverleaf!

“Change” Category

On the dashboard for daily coaching tips, there is now a “change” category to learn more about yourself in times of change.


Expanded Configuration Options

Clients now have the ability to take full control of what features they would like for their account. This includes all assessments, as well as the calendar integration.

A Streamlined Strengthsfinder Process

Now only a single code is needed for an entire organization to purchase Strengthsfinder assessments. Team members can then redeem the code and take their assessment all with one click on the Cloverleaf app.

Toggle Team Privacy Settings

Users now have the ability to toggle on and off teams from private to public (and vice versa) within their organization.


Admin Enhancements

For enterprise admins and coaching accounts you now have the ability to see people that have been invited to your group or team but haven’t accepted the invitation yet. This gives you more control over revoking an invite and re-sending an invite.

Adding Skills

Enterprise admins and coaches now have the ability to add a task for skills to require new users under an account to complete the skills box at onboarding.


Nested Groups

Working on new grouping mechanism to create nested groups to organize people how YOUR company organizes people.

Better White Labeling

Toggling between organizations now means your own branding in addition to your view being consistent with your chosen settings and organization’s teams. No more confusion if you belong to or own multiple organizations.


VIA Assessment Update

Shorter assessment with easier to understand language.

Organization Assessment Settings

Admins now have the ability to easily flip switches in admin to set required assessments for organizations.

Onboarding Status

Organization Admins can now see how many invites have been accepted versus pending.

Assessment Results (With Context!)

Now, instead of simply getting your assessment results on the results page of an assessment- understand your results WITH context! Type 3 with a 2 wing and don’t understand? We got you covered – just click for more information! (Reminder: If you go to your ME dashboard, you’ll get all the information you could want … plus more!)

Motivating Values – Team Visualization

Instead of Motivating Values only on your ME Dashboard, now visualize your team to see where your team falls on the spectrum of each value.

Hassle Free Organization Upload

Hassle free uploading through .CSV – while uploading – you can now leave page and let the downloading finish as you move on with your to do list! (Especially helpful for organizations with thousands and thousands of team members!)


Bulk Upload Teams Within Orgs

Now when you bulk upload entire organizations, pre-set who is on what team ahead of time (yes, multiple teams at one time)

Client Navigator – Calendar Connection

After using the client navigator tool for someone, you are now able to input their email in order to connect them to your calendar insights – no profile needed on their part!

Updated Notification Emails

Simplified, updated designs – who doesn’t love a good looking email?


Simpler Invitation Sign Up

Now when someone gets an invitation to join a team, the link to sign up will be pre-filled with the correct information (no more confusion of which email is registered with the team or mistakes when signing up) – also one invitation acceptance will add you to both your team and overall organization that you were invited to

Bulk Upload

Bulk upload entire organizations with a single .csv and click of a button

September 25:

Column re-prioritization

You may have noticed a slight shift of content on your Me Dashboard. Now you will get your daily coaching tips and enneagram right at the top of the page when you access Cloverleaf on a mobile device.

Updated team flow for creating a team

We have modified the team creation process to make it even easier to create a team. Now you can more easily name and create a team in only two clicks.

Streamlined account creation – less data and faster creation

Less data to fill out – now just one screen and fewer fields to create your account and get you faster to the good self-discovery that you came to Cloverleaf for.

Team creators get notified when someone accepts a team invite

Added someone to a team recently and not sure when or or not they’ve accepted the invite? There will now be an automatic email sent to you (the team creator) notifying that they accepted the invite and are now part of the team.