Restricted User role

Restricted User

Each plan (Basic, Professional, and Business) includes the predefined role below. The Restricted User role is a default role and may be assigned to any user. However, it may not be edited or modified.

Restricted Users do not have access to many Close features.

The Restricted User role can:

• Modify/delete own opportunities, activities, and tasks.
• Call, send SMS, and use the Dialer.