How do I set my default sharing settings?
You can set your default sharing settings in the "Sharing" section of App Settings.
In the Sharing section you can set...
- Sharing Projects (or Deals) on Creation - When you create Projects (or Deals) you can choose whether to share it with your organization by default (you can override the default during creation). Learn more about sharing Projects (or Deals).
- Sharing Timelines for People on Assignment - When a person or company is assigned to you, you can choose whether to share your timeline with your organization or not on a contact-by-contact basis. This sets the default for new assignments. Learn more about sharing timeline for assigned contacts.
- Content Linking - When the content of a message, note, or file refers to a person, company, project or deal Cloze will automatically link them together. You can choose whether to share content-linked items with your team by default (you can override the default using the lock icon).
- Share Home Contact Information - When you share a person with your team, share personal (home) contact information by default. You can override the default by setting a person to private, changing them to a Personal Segment, or by marking a specific contact address private. Changing this setting to share personal (home) contact information is helpful in industries like residential real estate where personal (home) information is regularly shared within a team as part day-to-day business. Learn more about sharing home contact information by default.
- Your default Broadcast Delay - Broadcast delay gives you time to flag sensitive messages as private before other members of your team can see them. Learn more about Broadcast delay.
- Your Inner Circle - With the Inner Circule you can automatically share contact timelines with everyone in your inner circle. You'll see their contacts' timelines too. Learn more about your Inner Circle.
1.) Tap on the More Options menu (...) and then select Settings.
Mobile:
- Tap on More in the lower right of your screen on mobile (iOS/Android).
- Select Settings.
On your computer:
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Scroll down to the App Settings section and tap on Sharing to expand the section.
Creation
Share deals when you create them. You can override the default setting during creation if necessary.
Assignment
Share timeline activities when contacts are assigned to you.
Content Linking
Content that is automatically linked will be marked private by default (lock icon). Enable this option to share content-linked items automatically.
Broadcast Delay
Adjust the slider to set your default Broadcast Delay for Projects (or Deals) and assigned contacts that have been shared.
Share Home Contact Information
When you share a contact with your team, share personal (home) contact information by default. You can override the default by setting a person to private, changing them to a Personal Segment, or by marking a specific contact address private.
Inner Circle
Add people you trust to your Inner Circle to automatically share timelines for your contacts.
