How do I delegate access to my Cloze account?
Enable another Cloze user to access your account by switching from their own Cloze account to yours.
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 common reason you may add a delegate is to allow an assistant or marketing team member to send emails on your behalf.
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.
In order to appoint a delegate:
- The person delegating access must have a Cloze Platinum account
- The person being delegated must have an active Cloze account, but it can be any plan level, including the free version (but if you are designing and sending marketing emails on their behalf you will need a Cloze Platinum account)
Once the delegate has been added, they will be able to easily toggle between their own account and yours.
In this article:
Enable delegate access to another Cloze user or your Marketing Team
What can someone with delegated access see or do?
How do I see who has delegated access to my Cloze account?
How do I see which Cloze accounts I have delegated access to?
How do I remove or makes changes to someone's delegated access to my Cloze account?
Enable Delegate Access to Another Cloze User or Your Marketing Team
1.) Tap on the More Options menu (...) and select "Settings".
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Under "My Account", tap on "Delegate".
3.) Depending on your account settings, you will see one or two options to select from: Marketing team or another Cloze user.
- Marketing team: Select the "Marketing at" option to allow anyone with the appropriate permissions to send on your behalf.
- Another Cloze user: Select the "Another Cloze user" option to delegate access to another Cloze user.
Delegate to the Marketing Team
1.) Selecting this option allows anyone with the appropriate permissions to send on your behalf.
- Select the audiences they can send to
- Set a preferred audience
2.) After making your selections, tap on "Delegate".
Delegate to Another Cloze User
1.) Enter the email address of the person to whom you wish to delegate access.
Use the toggles to control what a delegate can see or do in your Cloze account:
2.) Toggle settings ON or OFF.
- Limited Access
- Send on your behalf - Send emails from you to specific audiences
- Export your contacts - Export contacts for specific audiences
- Audiences/Preferred Audience - Select the specific audience to whom you are granting access (Learn how to create an audience here.)
Account 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 of your communication and notes
- Both accounts are mine - Remove connected accounts and adjust your timezone automatically
3.) After you have selected delegation settings, tap on Delegate.
View who has delegated access to your account or which accounts you have access to
In the My Account section of Settings, you can see the people to whom you have delegated access to your Cloze account. You can also see which Cloze accounts you have been granted delegated access to.
How do I remove or makes changes to someone's delegated access to my Cloze account?
1.) Tap on the gear icon to make changes or remove a delegate.
2.) To remove access or make changes:
- To remove delegate access: Tap on "Remove"
- To make changes to the delegate's access: Use the toggles to make changes and then tap on "Delegate" to save your changes.
