How do I create a team in Cloze?

Creating a team in Cloze enables you to have more visibility into team activity, centrally administer customizations, and control team member Roles. 

To create your team:

1.) Tap on More (...) in the lower left on cloze.com and then tap on settings

2.) Scroll down to the My Team section and tap on the Setup button to create your team. 

3.) Tap on Get Started.

4.) Select which email account your team will be linked to or add a new email address by tapping on New work email.

5.) Enter your team name and tap on Create.

6.) Review the Privacy and Sharing screens (there are multiple, not shown here).

7.) Set your broadcast delay preference.

The broadcast delay gives you time to flag sensitive messages as private before other Team Members see shared timeline activity.

You can set your broadcast delay to:

• Immediately - share new interactions and contacts as they are available.
• After 4 work hours - share new interactions and contacts after 4 work hours.
• After 1 work day - share new interactions and contacts after 1 work day
• Manual - only share when you choose to share.

8.) Select your team members and then tap on the Invite button. 

Tip: Can paste a group of email addresses into the "Who to invite" box. 

9.) After creating your team, add policies to team members in order to work together and collaborate as a team.

• How do I create a policy?
• How do I apply a policy to a user?
• What policies are included when setting up a real estate team?