Close
Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.
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How to disable manage customizations permission for a role in Close.com

Here is how to disable manage customizations permission for a role in close.com

  1. First click on "Settings" in the left sidebar
  2. Then click on "Roles & Permissions" in the settings navigation menu
  3. Next click on a user role card in the User Roles section
  4. Then click on the "Manage Customizations" toggle switch off to disable this permission
  5. Finally click on the "Save" button in the top right corner

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Why should you disable manage customizations permission for a role in Close.com

Close is a CRM designed to help businesses streamline their sales process effortlessly.

One of its valuable features is the ability to disable manage customizations permission for a role, enhancing security and organization.

By restricting customization permissions, businesses can maintain consistent data structure and prevent unauthorized alterations, ensuring that data integrity is preserved.

This strategic control fosters a stable environment where teams can work efficiently without worrying about unauthorized changes to the CRM setup.

Last update
May 6, 2026
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