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:

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Use the Cloze API

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

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