Navigate to Settings - User Management to add and manage users in your workspace.

Before diving in, it’s important to understand that roles in iClosed are permission-based, meaning each role defines which pages and features a user can access within the app. All users in iClosed can participate in the workspace and act as event hosts, regardless of their assigned role.

In this menu you will be able to manage users and invite new users, assign roles and create teams.

Here's the breakdown of all information and actions you can take here:

In the table below you will be able to see:

From the Users section is one of the several places from where you can invite Users to your account.

By clicking on the "Add User" button new window will pop up where you'd be able to see current number of seats, to enter email of a user you would like to invite and to select user role.

Additionally, you can select "Add Another" button while you're in the Add new user window, which will open additional row for another user to be invited.

Additional pages from where you can invite users are:

To select an option to update user, you need to:

These two are additional options that you'll see only if a User didn't accept invite.

User who didn't accept invite can't participate as a Host of the event.

Last action available is to delete a user, but please proceed with caution.

Deleted user will be removed from your account.
​However, this seat will remain available until the end of the current billing cycle.

By clicking on Delete button, new confirmation window will appear.

A great way to organize performance KPI's in groups, in case you would like to segment the organization into different group of hosts.

Here's how to create a team:

The Team will be created, the next step is to add Users to it:

All added users will show as Icons on the main teams page. If you hover over them, it will provide you with their full user names.

You will be able to utilize team filters in AI Scheduler main filter on the top, for filtering data on Scheduled calls and Events pages, as shown in the video below.

Revert filter to "All Closers and Teams" once you're done, so you could see all Users.

This is the section where you can assign default Roles to the users or to create new Roles from scratch, with customized permission access to app features.

Permissions are broken down mostly by App pages (menus), having two access type differentiators that you can choose from:

We've defined the three most common roles sales teams are using:

Account creator by default, an account administrator with all permissions available.

Kindly note that only true Super Admin (account owner) has permissions to delete other super admins in the account, and can edit account billing details.

Sales representative, who has limited access (mostly exclusive) to app features.

An Appointment Setter is a professional who schedules consultations between sales staff and prospective clients, ensuring that important meetings are booked for the sales team.

has full access to all features necessary for managing a team:

The Closer, Setter and Sales Manager roles can be edited, by clicking on the edit button on the far right of the screen, or even deleted.

Permissions are broken down mostly by App pages and you can choose from selecting access types between Full (for all users) and Exclusive (for users themselves only).

Here's the breakdown of the access per default user roles (except Super Admin that has access to all features and Sales Manager who wont have access to Billing, Deleting permissions and Integrations).

No Access to:

No Access to:

No Access to:

No Access to:

No Access to:

No Access to: