Knowledge base | Cloze, Inc.

Team Settings

If you are an Cloze Business Administrator you can enable various options for your Team Members. 
 
You can enable the ability for any Team Member to...
  • View other team members and see who else is talking to their contacts 
  • invite people to join the Team
  • view shared Contacts and Projects (or Deals)
  • edit shared Contacts and Projects (or Deals)
To enable any of these options please follow the instructions below. 

1.) Tap on More (...) in the lower left on cloze.com or lower right on mobile (iOS or Android).

 

 

2.) Tap on Settings

 

3.) Scroll down to the Cloze Business section and tap on Billing and Settings to expand the section.

Then tap on the Edit button next to Settings and Access Control and toggle on any options to which you would like your Team to have access.