Close

Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.

Website

close.com

Industry

Leadgen

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How to disable manage workflows permission for a role in Close.com

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

First click on "Settings" menu item in the left sidebar
Then click on "Roles & Permissions" option in the settings navigation menu
Next click on a user role card in the User Roles section
Then click on the "Manage Workflows" toggle switch off to disable the permission
Finally click on "Save" button in the top right corner

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

Close is a powerful CRM platform designed to boost sales productivity and streamline team workflows.

One key feature is the ability to disable the 'Manage Workflows' permission for specific roles. This ensures that only authorized team members can alter essential processes, maintaining consistency and efficiency.

Utilizing this feature minimizes errors and enhances security, empowering organizations to designate clear responsibilities and protect critical workflow configurations.

Last update

May 6, 2026

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