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.

Add a delegate to let someone else—like an assistant or marketing coordinator—access and manage your Cloze account on your behalf. You can customize their permissions to control what they see and do, protecting your privacy while still letting them handle tasks like emails, marketing content, or database upkeep.

Requirements:

• The account owner must have a Cloze Platinum account.
• The delegate needs an active Cloze account (any plan, including free).
• If the delegate will be designing and sending marketing emails on your behalf, they must also have a Cloze Platinum account. (If just sending, they need any plan).

Once added, the delegate can easily switch between their own account and the delegated one.

Enable Delegate Access to Another Cloze User or Your Marketing Team

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

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

Delegate to the Marketing Team

Selecting this option allows anyone with the appropriate permissions to send on your behalf.

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: