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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 Forms permission for a role in Close.com

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

  1. First click on "Settings" option in the left sidebar
  2. Then click on "Roles & Permissions" option in the settings menu
  3. Next click on a user role card in the User Roles section
  4. Then click on the "Manage Forms" permission toggle off to disable it
  5. Finally click on the "Save" button to save the role changes

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

Close is a powerful CRM designed to enhance sales productivity and streamline team collaboration.

The ability to disable manage Forms permissions for a role in Close.com allows users to maintain better control over who can create or modify forms within their organization.

This feature is particularly valuable in ensuring data integrity and maintaining a consistent structure across forms used by different teams.

It also enhances security by limiting access to sensitive areas, ensuring that only authorized team members can make changes. This fosters a more organized and secure work environment.

Last update
May 6, 2026
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