How do I create a Custom Role?

Platinum Feature: Custom Roles are available with the Cloze Business Platinum Plan. 

Cloze Team Administrators can assign permissions to a group of Users by using Custom Roles. Examples of Custom Roles could be Administrators, Managers, Members or Staff.

Each of these Roles has its own different set of Permissions, i.e. actions they can or cannot perform, Cloze areas they can or cannot access, etc.

For example, you might create a Custom Role, called Reporting, which has only limited permissions within Cloze, such as:

  • View Analytics Summary
  • View Analytics Details
  • Export
  • Export Data
  • Export Team Data
  • Import Team Data
  • Import information into your team
  • Use the Cloze API

1.) Tap on the More Options menu (...) and then select Settings. 

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

2.) Tap on My Team to expand the section and then Edit next to Team Settings. 

3.) Scroll down and tap on a role to adjust the settings or Add New Role.

You can then toggle on (or off) the various permissions you wish to grant to this new Role. Below is a list of the categories of permissions you may assign. 

The following permissions can be assigned to roles as needed. 

Cloze Role Permission Categories:

  • View and Edit Team Content
  • Sub Team Visibility
  • Assignment and Notification
  • Analytics
  • Import / Export
  • Invitations
  • Security and Compliance
  • Sharing Defaults
  • Sharing Policy
  • Sharing Override
  • Billing
  • Manage Your Team
  • Customization and Sharing

Cloze edit team member role permissions


View and Edit Team Content

Sub Team Visibility

Assignment and Notification

Analytics

Import / Export

Invitations

Security and Compliance

Sharing Defaults

Sharing Policy

Sharing Override

Billing

Manage Your Team

Customization and Sharing

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.