[QUICK START] Setting up your team on Cloze

Setting up your team is easy. Below is a guide to get you started.

Teams	Individuals	Administrators
One view of all the communication for every deal and project Always know who last talked to any customer, client, or prospect Track who's responsible for contacts, next steps and to-dos	No changes to the way you already work, and no data entry Everything about the people you know in one place, pulled together for you Cloze prompts you to keep in-touch and follow-up, even if you forget to	Easy onboarding without the need to change user's day-to-day workflow Rich security and privacy controls at both the team and individual level Manage your users and team settings from one central place

1.) Create and Invite your Team on Cloze:

You will get started by first creating your team.

Each team member will receive an invitation and create their own Cloze account with their own email, calendar, phone, etc.. connected.

Here are instructions on how to setup your Team

Cloze University: Want to learn more about ways teams can work together?

2.) Invite team members

Cloze will walk you through creating your team and inviting your team members.

You can invite additional team members at any time by following these instructions.
In the Team Members section Cloze Admins can view the status of their invitations. Here is an overview.

3.) Team Settings and Access Controls

PRIVACY

Cloze includes many privacy controls so you can select what is shared and when it is shared. You are in complete control. This video provides an overview of the team sharing privacy settings.

Contacts and activity stay private ...

1. When you set them to Private

If you mark a contact Private your team will not see your contact details or activity for them.

You can also mark individual phone numbers, email addresses, or activity (emails, calls, etc.) Private.

2. When marked Home or Personal

Any Home email address or phone number is assumed to be private unless you explicitly share it.

Any contact set to a Personal Segment such as Friend or Family is always private.

3. During your Broadcast Delay

Before any activity is shared with your team, you always have time to mark sensitive messages private. Learn more about Broadcast Delay.

TEAM SETTINGS Once you have created your team you can adjust your Team Settings.

You can enable the ability for any Team Member to...

Self Service - Team members with a validated work email address can join without an invitation.
View other team members, see who else is talking to their contacts, see leaderboards — Enable this option to all your team members to see who else is talking to their contacts. It also enables them to see the Leaderboard in the Analytics section.
Invite people to join the Team — Enable this option to let members of your team invite others to your team.
Take ownership of unassigned contacts — Enable this option to allow members of your team to assign unassigned contacts to themselves. [RECOMMENDED]
Follow team updates to their contacts — Enable this option to receive contact information updates from the team. [RECOMMENDED]
View shared Contacts and Projects (or Sales, Cases, Deals etc..) — Enable this option to allow team members to see shared Contacts, Projects and Deals (your team view). If disabled they will only see Contacts that have been assigned to them or Projects and Deals in which they are involved.
Edit shared Contacts and Projects (or Sales, Cases, Deals, etc...) — Enable this option to allow team members to edit shared Contacts, Projects and Deals (your team view). If disabled they will only be able to edit Contacts that have been assigned to them or Projects and Deals in which they are involved.

Here is an overview of Team Settings and Access Controls.

4.) Team Roles

As Team Members join you can assign them specific Roles. The person that creates the team will be assigned the Administrator Role.

Cloze Business offers three default 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

A regular Team Member

Note: Team members with the Member Role are assigned the access you set in the Team Settings and Access Control section.

5.) Customizing Cloze

We offer pre-defined Stages, Segments, and Next Steps

Here is how you can customize stages, segments, share customizations - Cloze Business Administrators can share customizations to members of your organization to ensure the entire team is using the same Segment labels, Next Steps, Custom Fields, and email templates.

Here are instructions on how to share your customizations with your team.