How do I apply a Policy to a user?

How do I create a new policy?

What policies are included when setting up a real estate team?


1.) In the admin account:

  1. Tap on More in the lower left on your computer (cloze.com). 
  2. Tap on Team Members

2.) In the team member section:

  1. Select a team member.
  2. Tap the large checkmark at the bottom to open the Bulk Actions menu.
  3. Tap on Member Settings.

3.) Next to Add policies, tap the dropdown menu and select the policies you want to apply. Tap OK.

4.) Tap on Update and confirm you want to update the policies.

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