How do I adjust my delegated access settings?

If you would like to allow another person access to your Cloze account to do work on your behalf, you can add them as a delegate on your account.  

A delegate may be granted access to view and change your Cloze account, just as you do. You can fine-tune their ability to read your communications to protect your privacy (i.e. hiding all communications and notes) while performing activities like sending emails on your behalf to audiences you specify. 

You can adjust a delegate's settings or remove them at any time.

Edit what a delegate can do

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

2.) Tap on Settings.

3.) Tap on My Account to expand the section and then tap on the gear icon next to the delegate you wish to edit. 

4.) Use the toggles to control what they are able to read in your account.

Limited Access

• Send on your behalf - Send emails from you to specific audiences
• Export your contacts - Export contacts for specific audiences
• Audiences - Select the specific audience to whom you are granting access (Learn how to create an audience here.)

Full Access

• Access and change your account - View, change, and send to your contacts
• Read a subset - Read campaign mail and mail merges
• Read everything - Read all your communication and notes
• Both accounts are mine - Remove connected accounts and adjust your timezone automatically 

In the example below the delegate has access to two audiences:

1. My Sphere
2. Holiday Card

The delegate can both send emails to the two audiences and export the contacts in these audiences.

Remove a delegate

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

2.) Tap on Settings.

3.) Tap on My Account to expand the section and then tap on the gear icon next to the delegate you wish to remove.

4.) Tap on the Remove button to remove the delegate's access to your account.