Exclusive Access Programs

Exclusive Access programs are included as part of the Cloze Business Platinum Plus Plan. 

Using an Exclusive Access Program (EAP) lets you control who can see specific content in Cloze.

When you add someone to an EAP, you’re giving them access to that content. Anyone not included in the EAP won’t be able to view it.


A few examples of how an EAP is used:

  • Make a specific segment available to only some agents on the team (Give someone in a Member Role access to view the Customer Segment)
  • Create a library only some agents access (Some agents can view a specific library or Some agents can edit the library)

Exclusive access programs can be set up so users in certain roles, sub-teams, or users with specific tags can have access to: 

  • Specific App Sections (Agenda, Inbox, Scheduled, etc)
  • Analytics sections
  • Segments
  • Segment Steps (access to next steps of certain segments)
    • Note: If two users that are collaborating on the same contact have different EAP settings, things can get confusing (one user might see steps on the person/project, the other won't).
  • Custom Fields
  • Pick List Values
  • Activity Measures
  • Audiences and Views
  • Email Lead Capture
  • Lead Import Campaigns
  • API Campaigns
  • Template Libraries
    • View Library
    • Edit Library
    • Specific Library Content (e.g., Personal Email Templates, Marketing Emails, Call Scripts, etc)

For example, to give a Member Role Exclusive Access to your Customer Segment, please follow the instructions below:

  1. In your Cloze account:
    1. Tap on More
    2. Tap on Settings

  1. Tap on "My Team" to expand the menu and then tap on "Edit" Team Settings

  1. Scroll down to and tap on "Exclusive Access"
  2. Then tap on New Exclusive Access Program

  1. Give the Exclusive Access an easy-to-understand Name
  2. Add a Description of the EAP (optional)
  3. Allow Users That Match Any of These
    • For this example, we're choosing a specific Role (Member)

  1. Give Exclusive Access To
    • For this example, we want to provide access to the Customers segment so we have selected that
  2. Tap on Create to finalize your Exclusive Access Program

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