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

# Roles & Permissions

> Control what each user can do in Close with Roles & Permissions. Compare the four predefined roles, and create, duplicate, or edit custom roles.

## 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 being said, we also know that specific actions like managing customizations, bulk editing, and bulk deleting information in the system should understandably be off-limits for some users.

The **Roles & Permissions** tab relates directly to a user's 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 Permissions can I use?

#### I'm on the Scale Plan:

* In addition to [four predefined roles](#what-are-the-four-predefined-roles-and-permissions) with unique permissions, you will be able to create, clone/copy, edit, and assign custom roles and permissions.

> **Downgrading from Scale**
>
> Custom Roles will be removed if you downgrade from the Scale Plan. Users assigned to those roles will be reassigned to the Admin role if they had `Manage Groups, Users, Billing & Roles/Permissions` permission, or as Restricted Users in all other cases.

#### I'm on the Essentials or Growth plan:

* The ability to create and edit customized Roles and Permissions is only available on the Scale plan.
* The Essentials and Growth plan includes [four predefined roles and permissions](#what-are-the-four-predefined-roles-and-permissions) you may use and assign to your users.

## What are the four predefined Roles and Permissions?

Each plan (Essentials, Growth, and Scale) includes the four predefined roles 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**](/v1/docs/admin-account-role)**:** full control of the organization, including billing and user/role management.
* [**Super User**](/v1/docs/super-user-role)**:** power user who can manage most settings and org customizations (but not full org administration).
* [**User**](/v1/docs/user-role)**:** standard Close user, plus certain bulk actions.
* [**Restricted User**](/v1/docs/restricted-user-role)**:** day-to-day work in Close, without higher-risk actions.

## Assign, Create, Duplicate, or Edit Roles and Permissions

#### Assign Roles

To assign existing Roles to your users:

1. Go to **Settings** > **Organization** > **Team Management;**
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**.

![Team Management users list showing an Edit User button highlighted for Joseph Sterner.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/account-management/roles-permissions/roles-permissions/team_management_users_e806dc.png)

*Click the edit button to assign a different role to a user*

## Create Roles

If you are on the Scale plan and are an Admin, you may create new Roles:

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 Management**to apply the new Role to the appropriate user account.

> **Pro Tip: While creating new roles, you will have the following permission categories to chose from**
>
> * Organization permissions
> * Bulk actions
> * Leads (including Lead Visibility)
> * Opportunities/Tasks/Activities
> * Communication
> * Enrichment

## Edit Roles

If you are on the Scale plan and are an Admin, you can edit an existing custom Role:

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

Pro Tip: You can enable or disable entire sections of permissions with one click

Use the toggle button at the top of each permission category to quickly enable or disable entire groups of permissions in one click. The animation above depicts this as well.

## Duplicate Roles

If you are on the Scale plan and are an Admin, you may Duplicate an existing Role and use it as a base 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 Management**to apply the new Role to appropriate user accounts.

   ![Roles & Permissions settings page showing Admin, Super User, User, and Restricted User role cards.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/account-management/roles-permissions/roles-permissions/roles_permissions_625b7b.gif)

   *Enterprise 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** > **Customization** > **Custom Fields**. This will show you both Lead Custom Fields, Contact Custom Fields, and Opportunity Custom Fields;

2. Click **Edit** next to the existing Custom Field you would like to restrict;

3. Select the **Restrict** option and choose the Roles that should be allowed to edit the Custom Field.

4. Click on **Save** at the bottom of the pop-up.

   ![Settings page showing a list of lead custom fields with names, types, and edit controls.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/account-management/roles-permissions/roles-permissions/custom_fields_list_4553ca.gif)

   *Edit Permissions on Custom Fields*

> Control what each user can do in Close with Roles & Permissions. Compare the four predefined roles, and create, duplicate, or edit custom roles.

## Docs

- [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.