How do I allow a team member to customize their Cloze account?
Cloze team administrators can assign permissions to users through policies. Policies are a named set of related rights that can be enabled as a group. They let the Cloze administrator give users a few extra rights without duplicating a whole set of roles.
If a team member wants to customize their their own segments, steps, and custom fields, the team admin should apply the Customize Segments, Steps and Fields policy. This allows users to add new business segments, and archive segments that are part of the standard team setup.
1.) In the admin account:
- Tap on More in the lower left on your computer (cloze.com).
- Tap on Team Members.
2.) In the team member section:
- Select a team member.
- Tap the large checkmark at the bottom to open the Bulk Actions menu.
- Tap on Member Settings.
3.) Next to Add policies, tap the dropdown menu and select Customize Segments, Steps and Fields. Tap OK.
4.) Tap on Update and confirm you want to update the policies.
