Organization Management

Configure your workspace, manage team members, assign roles, and control access permissions.

Your organization is the top-level container in Clozup. Everything — leads, campaigns, deals, sequences, and settings — belongs to an organization. This page covers how to manage your organization settings, invite team members, and configure roles and permissions.

Organization Settings

Access organization settings from Settings → Organization in the sidebar. The settings page includes:

• Organization Name — Your company name displayed across the platform
• Logo — Upload your company logo (appears in reports and emails)
• Default Currency — Set the currency for deal values and revenue tracking (EUR, USD, GBP, etc.)
• Default Timezone — Affects scheduling, reports, and activity timestamps
• Revenue Targets — Set monthly/quarterly revenue goals for the analytics dashboard
• Fiscal Year Start — Configure when your fiscal year begins (affects quarterly reporting)

Team Members

The Members section shows all users in your organization with their role, status, and last active date.

Inviting Members

1. Go to Settings → Organization → Members
2. Click “Invite Member”
3. Enter the person's email address
4. Select their role (Admin, Member, or Viewer)
5. Click “Send Invitation”

The invitee will receive an email with a link to join your organization. Invitations expire after 7 days but can be resent from the Members page.

Managing Members

From the member list, organization owners and admins can:

• Change Role — Promote or demote members (except the owner)
• Remove Member — Remove a user from the organization (their data is preserved)
• Resend Invitation — For pending invitations that haven't been accepted
• Transfer Ownership — The current owner can transfer ownership to another admin

Roles & Permissions

Clozup uses a simple but effective role-based access control (RBAC) system:

Data Ownership

When a member is removed from the organization:

• Their leads, deals, and campaigns are preserved but unassigned
• An admin can bulk-reassign their data to another team member
• Their AI chat history is archived (not deleted)
• Their user account continues to exist in Clerk but loses access to the organization

Multiple Organizations

A single Clozup account can belong to multiple organizations. This is useful for:

• Agencies managing multiple client accounts
• Consultants working with different companies
• Testing environments separate from production

Switch between organizations using the organization selector in the top-left corner of the app. Each organization has completely isolated data — leads, deals, and settings are never shared between organizations.