Team Roles

Cloze Business offers default three team roles.

Below are the high-level permissions for each Role. 

Business Gold and Business Platinum team Admins can modify Role permissions. Business Platinum team Admins can modify any Role and create custom Roles. 

Cloze - Plan Administrator

  • Manage Your Team and Team Content  
    • See team members in leaderboards, assignments, and recent activity
    • View team member admin page and user account details
    • Manage team billing (if applicable)
    • Manage user accounts (lock or unlock), help with access, add or remove tags
    • Edit team settings, add or remove team members, invite others to join your team
    • Invite guests outside your team into a deal
    • View, edit, delete, and follow team contacts and deals
    • Search for and see team companies
    • View timelines for shared contacts and deals
    • Customize business segments, steps, and custom fields 
    • Share any customizations, accounting, and compliance policies with your team
  • Organizational Hierarchy
    • View items in Sub Teams above and below their own
    • Search for and view any Sub Team
    • Move contacts and deals across sub teams
  • Assignment and Notification
    • Assign unassigned contacts to yourself
    • Broadcast alerts to everyone
  • Analytics
    • View analytics summaries and details of other team members
    • Create and delete custom analytics views that are shared with other team members
    • View other team members and search for contacts across the team
  • Import/Export 
    • Export Local Data from your account
    • Import/Export Team Data
    • Export team members
    • Use the Cloze API
  • Sharing
    • Deals are automatically shared with the team  
    • Timelines are automatically shared when assigned
  • Marketing Templates
    • Share Marketing Templates 

Cloze - Settings Manager

  • Manage Your Team and Team Content   
    • See team members in leaderboards, assignments, and recent activity
    • View team member admin page
    • View user account details
    • Invite others to join your team
    • Invite guests outside your team into a deal
    • View, edit, delete, and follow team contacts and deals
    • Search for and see team contacts, companies, and deals
    • View timelines for shared contacts and deals
  • Organizational Hierarchy
    • View items in Sub Teams above and below their own
  • Assignment and Notification
    • Assign unassigned contacts to yourself
    • Broadcast alerts to everyone
  • Analytics
    • View analytics summaries and details of other team members
  • Import/Export 
    • Export Local Data from your account
    • Import Team Data
    • Use the Cloze API
  • Sharing
    • Deals are automatically shared with the team  
    • Timelines are automatically shared when assigned
  • Customization and Customization Sharing
    • Customize business segments, steps, and custom fields 

Manager - Agent Team (auto, bespoke)

  • View and Edit Team Content
    • See team members in leaderboards, assignments, and recent activity
    • View, edit, delete, and follow team contacts and deals
    • Search for and see team contacts, companies, and deals
    • View timelines for shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
    • Manage their own customizations. Team customizations are not shared with them
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Assignment and Notification
    • Assign unassigned contacts to yourself
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Cannot edit account and compliance settings
  • Sharing
    • Deals are automatically shared with the team  
    • Timelines are automatically shared when assigned
    • Home Contact Information is automatically shared with the team
    • About Notes are automatically shared with the team

Manager - Agent Team (auto)

  • View and Edit Team Content
    • See team members in leaderboards, assignments, and recent activity
    • View, edit, delete, and follow team contacts and deals
    • Search for and see team contacts, companies, and deals
    • View timelines for shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
    • Manage their own customizations. Team customizations are not shared with them
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Assignment and Notification
    • Assign unassigned contacts to yourself
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Cannot edit account and compliance settings
  • Sharing
    • Deals are automatically shared with the team  
    • Home Contact Information is automatically shared with the team
    • About Notes are automatically shared with the team

Manager - Agent Team (manual, bespoke)

  • View and Edit Team Content
    • View, edit, delete, and follow team contacts and deals
    • Search for and see team contacts, companies, and deals
    • View timelines for shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
    • Manage their own customizations. Team customizations are not shared with them
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Cannot edit account and compliance settings
  • Sharing
    • Deals are automatically shared with the team  
    • Home Contact Information is automatically shared with the team
    • About Notes are automatically shared with the team

Manager - Agent Team (manual)

  • View and Edit Team Content
    • View, edit, delete, and follow team contacts and deals
    • Search for and see team contacts, companies, and deals
    • View timelines for shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
    • Manage their own customizations. Team customizations are not shared with them
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Cannot edit account and compliance settings
  • Sharing
    • Deals are automatically shared with the team  
    • Home Contact Information is automatically shared with the team
    • About Notes are automatically shared with the team

Manager - Selling

  • View and Edit Team Content 
    • View team contacts and deals only
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Analytics
    • View Analytics Summaries of other team members
  • Cannot edit account and compliance settings

Member - Agent Team (auto)

  • View and Edit Team Content
    • View and follow team contacts and deals
    • View timelines for shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Assignment and Notification
    • Assign unassigned contacts to yourself
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Sharing
    • Deals are automatically shared with the team  
    • Content-linked items are shared
    • Home Contact Information is automatically shared with the team
    • About Notes are automatically shared with the team

Member - Agent Team (manual)

  • View and Edit Team Content
    • View and follow team contacts and deals
    • View timelines for shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Assignment and Notification
    • Assign unassigned contacts to yourself
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Sharing
    • Deals are automatically shared with the team  
    • Content-linked items are shared
    • Home Contact Information is automatically shared with the team
    • About Notes are automatically shared with the team

Member - Solo Agent

  • View and Edit Team Content
    • View shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize Keep in Touch reminders based on business segments for their account only
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API

Member - Solo Agent (bespoke)

  • View and Edit Team Content
    • View shared contacts and deals
    • Invite guests outside your team into a deal
    • Customize business segments, steps, and custom fields 
    • Customize business segment steps for your account only
    • Customize Keep in Touch reminders based on business segments for their account only
    • Manage their own customizations. Team customizations are not shared with them
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API

Staff - Marketing

  • View and Edit Team Content
    • View shared contacts and deals
    • Customize Keep in Touch reminders based on business segments for their account only
  • Organizational Hierarchy
    • Restrict sharing across sub teams (Do not share stage, segment, or tags)
  • Analytics
    • View Analytics Summaries of other team members
  • Import/Export 
    • Export Local Data from your account
    • Use the Cloze API
  • Marketing Templates
    • Share Marketing Templates 

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.) Tap on the more options icon and select Administrator, Manager, Member, or other custom Role.

5.) Tap on the dropdown in the Role section. 

6.) Select the Role from the menu and then tap on the Update button. 

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