Create a custom role
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Create a custom role
with Close · Identity & Access Management
Works with AI assistants
Use Close: its Close Roles API lets you create a custom role in a single step (POST /role/). Close also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.
- How do I create a role that can only see leads assigned to them?
- Can a new role see leads that have no assigned user?
Say it to your AI assistant
- Create a new role for sales reps.
- Add a custom role that limits lead visibility to assigned leads.
For your developer
POST /role/ in Close Roles API. Full spec on APIs.io.