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

# User role

> The User role in Close adds bulk actions and lead management to the Restricted User role, without access to organization settings or role management.

## User

Each plan includes the predefined role shown below. This is a default role and may be assigned to any user, but may not be edited or modified.

Users can do everything Restricted Users can, plus additional bulk and lead-management actions, including:

* Bulk import
* Bulk email
* Delete leads
* Merge leads
* Manage or delete other users' opportunities, tasks, and activities (where enabled by the role)
* Call, send SMS, and use the Dialer.

Users **cannot** manage organization-level settings like customizations or role management.