Cloze Business offers default three team roles.

Below are the high-level permissions for each Role. 

Business Gold and Business Platinum team Admins can modify Role permissions. Business Platinum team Admins can modify any Role and create custom Roles. 


  • Administer the Cloze Business subscription (add new Seats, Update billing information)
  • View Team Member dashboards
  • Update segments, stages, steps, and templates for all Team Members
  • View other team members and search for contacts across the team
  • Invite people to join the team
  • View shared projects
  • Edit shared projects


  • View Team Member dashboards
  • View and edit shared contacts and projects



1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on


2.) Tap on Team Members


3.) Tap on the checkmark next to any Team Member you wish to change to a different role.

4.) Then tap on the key icon and select Administrator, Manager or Member.