How do I create a Custom Role? | Cloze, Inc.

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

 

2.) Tap on Settings

 

3.) Tap on My Team to expand the section. 


Then tap on the Edit button next to Settings and Access Control and toggle on any options to which you would like your Team to have access. 

4.) Tap on 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