Adding and removing users

Adding Users to Close

You can add users simply by sending them an invitation with and selecting the role you'd like to assign. To invite users, click your name at the top left of the Close window - or click Settings and then select Team to manage the member list.

What role should I use?

Before adding users, we recommend reading about roles and permissions.

Removing Users from Close

If you're an Admin of your Account, you can head to Settings and click the Team page in to add/remove Users from your team.

If you remove a User, we do not delete any of that user's activity in Close - you'll still see their name next to all their Activities (Calls, Emails, Notes, etc.) on Leads. When a user is removed, existing Custom Field values with that User's name are unaffected.

Note, however, once a user is removed, you'll no longer be able to filter based on that User in Reporting.

If you change your mind, you can always add the removed User back again (just enter the same email address as before) and they'll instantly be added back into the team.

Close Pro Tip: Keep a Removed User's Phone Number

If the User account you're removing has a phone number attached and you'd like to continue using that number to receive incoming calls, you can do one of two options before you remove the account:

  1. We can re-assign the phone number from one user to another (email to get the process started).

  2. You can port the number out of Close and into a new phone carrier. Contact your new carrier for details.

Adding and removing users

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