Close
Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.
Website
Industry
Leadgen
Share this article:

How to edit a user role on Close.com

Here is how to edit a user role on close.com

  1. First click on "Settings" menu item in the left sidebar
  2. Then click on "Team Management" option in the settings sidebar navigation
  3. Next click on the "Edit" button for the user in the Team Management users table
  4. Then click on the "Role" dropdown field in the Edit User dialog
  5. Finally click on the "Save" button to confirm the role change

Create your own interactive guide with Guideflow

Why should you edit a user role on Close.com

Close is a dynamic CRM platform designed to supercharge your sales team’s efficiency.

Editing user roles on Close.com is a powerful feature that offers flexibility and control over team management.

By adjusting user roles, team leaders can tailor access permissions, ensuring that every team member has the right tools and data tailored to their responsibilities.

This not only enhances focus and security but also optimizes workflow by aligning tasks with the user's specific role.

Last update
May 6, 2026
Cursor MariaA cursor points to a button labeled "James."

Create your first demo in less than 30 seconds.