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Closient uses role-based access control (RBAC) to manage what team members can do within your organization. Each member has a single role per organization.

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Roles

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Inviting Members

1

Go to Members

Navigate to Settings > Members in your Dashboard.
2

Send an invitation

Click Invite Member, enter their email address, and select a role. This creates a pending invitation — the person isn’t added as a member until they accept it.
3

Share the link

Copy the one-time invitation link shown after you send the invite, and share it with them directly (email, chat, however you’d normally reach them).
4

They accept

Opening the link signs them in (or prompts them to create a Closient account) and adds them to your organization with the role you selected. If they sign in with a different email than the invite was sent to, an Owner or Manager needs to approve access first.

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Changing Roles

Owners and Managers can change any member’s role from the Members page. Click the role dropdown next to a member’s name and select the new role.
An organization must always have at least one Owner. You cannot change the last Owner’s role or remove them.

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Removing Members

Owners and Managers can remove members by clicking Remove next to their name on the Members page. Removed members immediately lose access to the organization’s data, products, and API keys.

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Multiple Organizations

A single Closient account can belong to multiple organizations with different roles in each. Use the organization switcher in the top-left of the Dashboard to switch between them. This is useful for:
  • Agencies managing multiple brand clients
  • Consultants working across organizations
  • Employees involved in both brand and retail operations

First Steps

Walk through the complete setup process.

Authentication

Understand API key types and permission levels.