iClosed

Everything you need to know about setting up Users, assigning Roles to them, their Permissions, and how to utilize Teams option

User Management

or What happens if I try to delete a role that is currently assigned to a user?

How to delete a role?

and What happens to data associated with deleted User?

Are users permanently removed from iClosed after being deleted?

Invalid invitation link or why my invitation link is not working

Why my iClosed invitation link is showing as not valid?

Learn how to manage User Roles and Permissions

How to create new user role or edit role permissions?

Learn how to do it, and does it affects any account stats

How to remove a member from a team or to delete a team?

Or how to add additional permissions to your user for scheduling calls inside the iClosed

Why my user (closer or setter) is unable to schedule appointments from Global Data?

Everything you need to know about managing users

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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