Team Roles | Cloze, Inc.

Team Roles

Cloze Business offers three team roles.

Administrator

  • Administer the Cloze Business subscription (add new Seats, Update billing information)
  • View Team Member dashboards
  • Update segments, stages, steps, and templates for all Team Members
  • View other team members and search for contacts across the team
  • Invite people to join the team
  • View shared projects
  • Edit shared projects

Manager

  • View Team Member dashboards
  • View and edit shared contacts and projects

Member

 

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Team Members

 

3.) Tap on the checkmark next to any Team Member you wish to change to a different role.

4.) Then tap on the key icon and select Administrator, Manager or Member.