Documentation Index
Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
Use this file to discover all available pages before exploring further.
Manage your team: Open Team Settings
Role Hierarchy
Your dashboard has three roles for business users. The Admin role exists only for CloseTheCall platform staff and is not available to customers.The Three Roles
| Role | What They Can Do | Best For |
|---|---|---|
| Owner | Everything. Full access to all features, billing, settings, and team management. | You — the business owner. |
| Manager | Everything except billing and account deletion. Can manage leads, appointments, AI settings, and team. | Office manager, senior staff, or business partner. |
| Viewer | Read-only access. Can see calls, leads, appointments, and analytics but cannot change anything. | Part-time staff, accountant, or anyone who needs visibility without control. |
There’s always exactly one Owner. You can’t transfer ownership through the dashboard — contact support if you need to change the account owner. The Admin role is reserved for CloseTheCall platform administrators and is not assignable to business team members.
Inviting Team Members
Pending Invites
After sending an invite, it appears in the Pending Invites section at the bottom of the Team page. From here you can:- Resend — Send the invite email again (useful if it went to spam).
- Cancel — Revoke the invite before it’s accepted.
Changing Roles
Removing Team Members
After removal:
- Their active sessions are terminated immediately.
- They cannot log back in.
- Their past activity (any changes they made) is preserved in your history.
- They do not receive a notification that they were removed.
What Each Role Can Access
| Feature | Owner | Manager | Viewer |
|---|---|---|---|
| View calls, leads, appointments | Yes | Yes | Yes |
| View analytics and reports | Yes | Yes | Yes |
| Create/edit leads and appointments | Yes | Yes | No |
| Change AI settings | Yes | Yes | No |
| Manage integrations | Yes | Yes | No |
| Manage knowledge base | Yes | Yes | No |
| Send SMS/email to leads | Yes | Yes | No |
| Manage team members | Yes | Yes | No |
| View and change billing | Yes | No | No |
| Change account settings | Yes | No | No |
| Delete account | Yes | No | No |
Frequently Asked Questions
Can I transfer ownership to someone else?
Can I transfer ownership to someone else?
Ownership transfer is not available as a self-service feature. Contact support at support@closethecall.com with the current owner’s email and the new owner’s email. Both parties will need to confirm the transfer via email for security purposes.
Is there a team member limit?
Is there a team member limit?
No. There is no limit on any plan. Add as many team members as you need — team member accounts are completely free.
Can team members see billing information?
Can team members see billing information?
No. Only the Owner role can view and manage billing, including subscription plans, invoices, and payment methods. Managers and Viewers do not have access to any billing pages or data.
What happens when I remove a team member?
What happens when I remove a team member?
Their access is revoked instantly. All active sessions are terminated, so they are logged out immediately on every device. They cannot log back in. However, any changes they previously made (edits to leads, appointments, settings) are preserved in your account history. They do not receive a notification about the removal.
Can a team member have access to multiple businesses?
Can a team member have access to multiple businesses?
Currently, each team member invitation is tied to one business. If you manage multiple businesses, you’ll need to invite them separately to each one.
What if a team member forgets their password?
What if a team member forgets their password?
They can use the Forgot Password link on the login page. A reset email will be sent to the address they signed up with.