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. 

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

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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