What Are Permissions?

Each team member has their own set of permissions that you can customize so they have access to certain parts of Open To Close in their account. This helps provide the right level of access to each team member based on their role(s) in the company.

How Do I Adjust Permissions?

Once you invite a team member, you will see an option next to their name for Permissions. Click on this to go to the list of options for that team member.

Image shows a list of team members with the Permissions link to the right of their name.

Please Note:

The permissions represent all features across Open To Close. Based on your plan type, some permission may or may not be available.

Once you have the permissions opened, you can go through each section and either individually select which permissions to allow, or click on the All option at the top of each section to select all the permissions for it.

Image shows Close at the top of the slide out window and the option for All | None on the right side of the type of permissions being set. On the left side, there are boxes you can click on to select that permission.

These are the following sections you can set permissions for:

Navigation
Data Segments
Properties
Contacts
Imports
Tags
Marketplace
Admin

Important:

Be careful when giving Admin permissions to a team member(s) because it contains additional privileges to manage and customize your Open To Close account.