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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

RoleWhat They Can Do
OwnerEverything — manage org settings, billing, members, products, API keys. Can delete the organization.
ManagerManage billing, invite/remove members, manage products and offers, create API keys. Cannot delete the org.
EditorManage products and offers. Cannot access billing, members, or API keys.
BillingManage billing and subscriptions only. Cannot manage products, members, or API keys.

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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.
3

They accept

The invited person receives an email with a link to join your organization. If they don’t have a Closient account, they’ll be prompted to create one.

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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.