Settings
Everything about account setup & user management and permissions
63 articles
- User Management
- How to delete a role?
- Are users permanently removed from iClosed after being deleted?
- Why my iClosed invitation link is showing as not valid?
- How to create new user role or edit role permissions?
- How to remove a member from a team or to delete a team?
- Why my user (closer or setter) is unable to schedule appointments from Global Data?
- Billing Page Explained
- Terms & Conditions
- Refund Policy
- Pro-rated charges explained
- How to upgrade my account?
- How to downgrade my account?
- How to set the default credit card if I have multiple credit cards on my file?
- How to download invoices?
- How to cancel my account?
- How to reactivate your account after subscription was cancelled?
- Credits Explained
- Google Calendar
- Zoom
- Google Tag Manager
- Meta Pixel
- Slack
- Zapier
- GHL via Zapier
- Make
- Stripe
- HubSpot
- Pipedrive
- Close
- Calendly
- Hyros
- Webhooks
- SendBlue via Zapier
- iClosed Public API
- Intercom x iClosed
- Microsoft Teams
- WhatsApp Personal
- WhatsApp Business (Cloud API)
- Sendblue (iMessage)
- Outlook Emails
- Linq (iMessages, SMS, RCS)
- Instagram Messenger
- Gmail
- Fathom
- Facebook Messenger
- Twilio
- JustCall
- GoHighLevel
- iClosed MCP
- OAuth Clients