Roles & Permissions: Overview

Transparency and Productivity

We believe that transparency promotes productivity. That is why everything you do within Close is visible to everyone on your team.

That said though, we also know that certain actions like managing customizations, bulk editing, and bulk deleting information in the system should understandably be off limits for some users.

The Roles & Permissions menu relates directly to a Users' accessibility within Close. You can create Roles that limit or enable a user’s capability to perform specific actions within the system.

What Roles and Permission Can I Use?

I'm on the Business Plan:

• In addition to four predefined roles with unique permissions, you will be able to create, clone/copy, edit, and assign custom roles and permissions.

I'm on the Professional or Basic Plan:

• The ability to create and edit customized Roles and Permissions is only available on the Business plan.
• The Basic and Professional plans include four predefined roles and permissions you may use and assign to your users.

I'm on the Starter Plan:

• The Starter plan includes the Admin role, and no additional roles can be created. In order to use additional roles, you can upgrade to one of the other plans.

What are the four predefined roles and permissions?

Each plan (Basic, Professional, and Business) includes the four predefined roles shown below. If you'd like additional details regarding the permissions of each role, click the appropriate links below. These are predefined roles and may be assigned to any user, but may not be edited or modified.

• Admin
• Super User
• User
• Restricted User

Assign, Create, Duplicate, or Edit Roles and Permissions

Assign Roles

To assign existing Roles to your users:

1. Go to Settings > Organization > Team
2. Click Edit to the right of the team member's name.
3. Select the role you would like to assign and then click Save.

Click the edit button to assign a different role to a User

Create Roles

If your account uses the Business plan, you may create a new Role:

1. Go to Settings > Organization > Roles & Permissions
2. Toward the top right, click the New Role button
3. Type a name for the new role you're creating (e.g., "Sales Associate User")
4. Toggle on/off the desired Permissions for the new role
5. Once satisfied with the Permissions you've selected, click Save at the top right
6. Visit Settings > Organization > Team to apply the new Role to appropriate user accounts

Creating a New Role

How can I tell if the Permission enabled or disabled?

Enabled Permissions show the toggle button to the right and display a blue color. Disabled Permissions show the toggle button to the left and display a gray color.

Enable or disable single permissions or entire permissions groups

Edit Roles

If your account uses the Business plan, to edit an existing Role:

1. Click on a role under Settings > Organization > Roles & Permissions
2. From there, click the toggle button to enable or disable specific Permissions for the role.
3. Once you're satisfied, click Save at the top right of the page.

Duplicate Roles

If your account uses the Business plan, you may Duplicate an existing Role to create a new one:

1. Go to Settings > Organization > Roles & Permissions
2. Click the Duplicate this Role button in the top right of the Role you'd like to Duplicate
3. Type a name for the new role you're creating (e.g. - "Sales Associate User")
4. Toggle on/off the desired Permissions for the new role
5. Once satisfied with the Permissions you've selected, click Save at the top right
6. Visit Settings > Organization > Team to apply the new Role to appropriate user accounts

Business plan users: Click "Duplicate this Role" to create a copy of an existing role.

Adjust Custom Field Editing Restrictions

After you set up your Roles & Permissions in Close, you can restrict which Roles have access to edit specific Custom Fields.

1. Click Settings > Lead Customization > Custom Fields. This will show you both Lead Custom Fields and Contact Custom Fields.
2. Click Edit next to the existing Custom Field you would like to restrict
3. Enable the toggle switch for Restrict Editing and select which Roles should be allowed to edit the Custom Field.

Edit Permissions on Custom Fields