Creating a Tag

In large organizations, there are often many branches. For example, an organization may have departments such as Finance, Marketing, and Technology. Each of those would be Teams, but there could be even more division. Suppose there are supervisors in the finance department each responsible for a smaller group. 

This is where Tags come in handy. Tags make it so that people other than the Admin of a Organization are able to have full editing capabilities over specific groups of people. 

Making a Tag is simple to do in the new Admin tab.


1. SIGN IN to your Cloverleaf account. 

 
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2. Click on the ADMIN tab at the top of your dashboard.

 
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3. Click on ADD NEW on the bottom left of the page.

 
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4. Click on ADD NEW TAG.

 
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5. Create a TAG NAME. 

 
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 6. Start adding Tag members and Tag Admins.

 NOTE: A tag admin can also be a member or just an admin. An admin who is not a member will not be able to include themselves on teams made of that tag’s members. For example: A professor may desire to only be an admin of a tag for students since he/she would likely not need to be ON a team, where a Branch Manager would likely want to be on various teams with the members of their branch so they would make themselves a member and admin.

 
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7. Now your Tag is complete!

All tags in an organization will show under the “TAGS” tab on the admin page but only for Organizational Admin. If a “Tag Admin” goes to their Admin Dashboard their list of “PEOPLE” will consist of those in that tag.