Administrator Guide

This guide is for CloseCore administrators: the people who manage users, access, integrations, and workflow setup. If you're looking for day-to-day close instructions, see Close Management.

Most administration happens under the Admin area of the app. What you can access depends on your role.

In this guide

• Managing users: invite, remove, and secure users (SSO, non-SSO, 2FA).
• Roles & permissions: built-in roles and custom roles.
• Subsidiaries & groups: control who sees which entities.
• Restricted folders: limit access to sensitive folders.
• Managing integrations: ERP, cloud storage, and messaging.
• Setting up a workflow: add a recurring close for new subsidiaries.
• Bulk data management: import setup data, update templates with a workbook, and bulk edit tasks.
• Close calendar & other tools: calendar, tags, templates, audit logs, billing.

A note on scope

CloseCore's team guides you through initial setup during onboarding. Several operations, including adding a workflow, syncing folder templates, and changing a root folder, have effects that carry into future months. When in doubt, default to asking the CloseCore team at integrations@closecore.com rather than experimenting in production.