> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/account-management/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Account Management

## Docs

- [Verify Your Email Address](https://help.close.com/account-management/verify-your-email-address.md): Close requires a verified login email. Learn how to verify your email address, resend the verification email, and what read-only access means until you do.
- [Account Settings](https://help.close.com/account-management/account-settings.md): Update your Close account settings: name, country, login email, password, and two-factor authentication, plus appearance, memberships, and notifications.
- [Roles & Permissions](https://help.close.com/account-management/roles-permissions.md): Control what each user can do in Close with Roles & Permissions. Compare the four predefined roles, and create, duplicate, or edit custom roles.
- [Admin user role](https://help.close.com/account-management/roles-permissions/admin-account-role.md): The Admin role in Close has every permission enabled and is the only role with billing access. See what Admins can do and why the role can't be edited.
- [Super User role](https://help.close.com/account-management/roles-permissions/super-user-role.md): The Super User role in Close includes everything a User can do plus common admin settings. A fit for Sales Ops or team leads without full admin access.
- [User role](https://help.close.com/account-management/roles-permissions/user-role.md): The User role in Close adds bulk actions and lead management to the Restricted User role, without access to organization settings or role management.
- [Restricted User role](https://help.close.com/account-management/roles-permissions/restricted-user-role.md): The Restricted User role in Close covers core work on a user's own records and communication, with limited access to bulk actions and settings.
- [Lead Visibility](https://help.close.com/account-management/roles-permissions/lead-visibility.md): Use Lead Visibility in Close to control which Leads each user can see. Set up visibility roles, assign users, and review app-wide restrictions.
- [Plans and Billing](https://help.close.com/account-management/plans-and-billing.md): How Close billing works: your plan, billing schedule, and user count. Update your payment method, view invoices, change plans, and handle overdue payments.
- [Groups](https://help.close.com/account-management/plans-and-billing/groups.md): Create Groups of users in Close to report on team activity, filter Leads by Group, and manage members. Available on Scale and Enterprise plans.
- [Managing users and cancellation](https://help.close.com/account-management/plans-and-billing/adding-and-removing-users.md): Add and remove users in Close, reassign their Leads, tasks, and phone numbers, route their calls and emails, and cancel or undo canceling your account.
- [Customer Support Plans & Business Hours](https://help.close.com/account-management/plans-and-billing/customer-support.md): How to contact Close Support by email, what Premium Support includes, and the business hours when the Close Support team is available.
- [Variable Usage Costs (Calling, SMS, Phone Numbers, AI Tools)](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools.md): Usage rates in Close for calling, phone numbers, SMS and MMS, A2P 10DLC fees, and AI tools, including how forwarded and transferred calls are charged.
- [Managing your Usage balance](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/managing-your-usage-balance.md): Check your Close usage balance, set up auto-recharge, adjust your monthly spending limit, and follow best practices for setting usage limits.
- [AI Credits](https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools/ai-credits.md): How AI credits work in Close: which features use credits, credits included by plan, AI credit subscriptions, usage monitoring, and what happens at zero.
- [Exporting data](https://help.close.com/account-management/exporting-data.md): Export Leads, Contacts, and Opportunities from Close in CSV or JSON. Narrow it with a search, choose common or all fields, or use the Close API.
- [Single Sign-On (SSO) with Google](https://help.close.com/account-management/single-sign-on-sso-with-google.md): Sign up and log in to Close with your Google account using Single Sign-On (SSO), and set up a password login alongside Google SSO.
- [Two-factor authentication (2FA)](https://help.close.com/account-management/enabling-2fa.md): Turn on two-factor authentication (2FA) for your Close account with an authenticator app or email, sign in with 2FA, and reset 2FA for a team member.
- [GDPR and EU data privacy](https://help.close.com/account-management/eu-data-privacy-and-gdpr.md): How Close meets its GDPR obligations as a data controller and processor, including security measures, contractual agreements, and tips for customers.
- [Secondary organizations](https://help.close.com/account-management/secondary-organization.md): Create secondary organizations in Close for other parts of your business or as a sandbox for testing. How billing works and how to deactivate one.