Getting Started

Signing In and Out

• Users log in using their work email address.
• Clover supports Single Sign-On (SSO), so login experience may vary by company settings.
• Suppliers join Clover by responding to an invitation from a buying organization.
• After setup, users land on the Connection Dashboard, customized by each connected company.
• If a supplier has only one connection, that dashboard is shown by default.

Navigation Overview

Remember, Clover presents every User with their own optimized experience, so you may not see every module described. 

Main Navigation (Left Sidebar)

1. Dashboard (Connection Dashboard)
2. My Network (Connected companies)
3. Conversations (Collaborating with your network)
4. Tasks (Task assignments and management)
5. Campaigns (Bulk task assignments)
6. Workflows (Process automation)
7. Files (Shared documents and uploads)
8. Reporting (Understanding your data)
9. Products (Your company’s products)

Top Navigation Elements

1. Create button (Create tasks, conversations and more)
2. Global Search (covered later)
3. Notifications Bell (Red indicator for new alerts)
4. Help Menu (Access help materials & support)
5. Settings Cog (Access to profile and system settings)
6. User Profile Menu
   1. Displays company name, profile image, and email
   2. Links to Company Profile
   3. Options to edit profile or sign out
   4. Switch between Broker Accounts (for broker users with appropriate CARs)

Application Tours

• When a screen is accessed for the first time, an interactive tour explains key features.
• Users can disable or restart tours via Settings > Profile Settings.

Key Concepts & The Clover Network

Clover is a collaboration platform where trading partners connect, collaborate and exchange information. 

• Information exchange between companies connected on the Clover network happens through:
  • Standardized business processes (structured workflows)
  • Ad hoc requests (flexible, instant collaboration)
  • Email, instant messaging, and other connected channels of communication
• Supplier Management Use Cases:
  • Supplier onboarding & offboarding
  • Documentation requests (individual and bulk)
• Future advanced topics:
  • Conversations screen (integrating external communication channels)
  • Business Process Objects (BPOs)