Setting Up Team Collaboration

Most agencies have multiple people involved in creating and sending proposals. Closed makes it easy to collaborate with your team while maintaining control over who can do what.

Inviting Team Members

To add someone to your team:

Go to Settings → Team
Click "Invite Member"
Enter their email address and select a role
Send the invitation - they'll receive an email to set up their account

Team members can be invited to join your organisation with different permission levels based on their role.

Understanding Roles

Closed has three roles with different permission levels:

Owner

Full access to everything, including billing and account deletion.

• Manage billing and subscription
• Invite and remove team members
• Access all proposals and settings
• Delete the organisation

Admin

Full access except billing and critical account actions.

• Create, edit, and send proposals
• Access all proposals in the organisation
• Manage team members (invite/remove)
• Configure organisation settings
• Manage content library and templates

Member

Can create and manage their own proposals.

• Create new proposals
• Edit and send their own proposals
• Use content library items
• View their own analytics

Note: The number of team members you can invite depends on your plan. Check pricing for details.

Content Library Collaboration

The content library is shared across your entire team, making it easy to maintain consistency:

Case studies: Create once, use in any proposal
Team member profiles: Consistent bios across all proposals
Service descriptions: Standard descriptions everyone can use
Testimonials: Approved client quotes ready to insert

When someone adds a new item to the content library, it's immediately available to all team members.

Activity Logging

Closed logs all activity so you can see who did what and when. This includes:

Proposal created, edited, sent
Team member invited, role changed, removed
Settings changed
Content library items added or modified

View the activity log in Settings → Activity to see a complete history of actions in your organisation.

Managing Team Members

Changing Roles

To change someone's role:

Go to Settings → Team
Find the team member
Click the role dropdown and select the new role
Changes take effect immediately

Removing Team Members

When you remove a team member:

They immediately lose access to the account
Proposals they created remain in the organisation
Their proposals can be reassigned to another team member

Tip: Before removing someone, consider reassigning their proposals to ensure nothing falls through the cracks.

Best Practices

Start with Member role: Give new team members the Member role until they're familiar with the system
Limit Admins: Only give Admin access to people who need to manage the team or settings
Build the content library together: Encourage everyone to add their best case studies and descriptions
Review activity regularly: Check the activity log to ensure everyone is using the system effectively

Summary

Team collaboration in Closed is designed to be simple but powerful. Invite your team, set appropriate permissions, and use the shared content library to maintain consistency across all your proposals.

Quick Checklist

Team members invited with appropriate roles
Content library populated with reusable content
Activity log reviewed periodically