[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users
in progress
A
Adrian King
Core Platform if possible could we have:
ROLES
- Ability to create multiple custom Roles (i.e. marketing, sales, admin, etc)
- Permissions attached to Roles (instead of users)
- Users attached to Roles
CRUD PERMISSIONS PER FEATURE
Ability to say what a role can do / not do for each feature.
- Create
- Read
- Update
- Delete
This would help business customers build robust and appropriate levels of transparency, controls and accountability within teams.
R
Ryan Hartigan
No agency permissions controls around hiding internal information (like how much money we are making monthly in the agency) from agency users in V2 yet
R
Ryan Hartigan
Please make sure if you limit Settings access that it limits custom field access so that someone cannot still add additional Lost Reasons when they go to mark a deal lost. Core Platform
A
Adrian King
The beta version of permissions v2 (in Labs at the moment) is a great step.
However, for most of the features, there is only a "View & Manage" option, which is no different to the old permissions.
We really need a "view only" option for all the features listed in permissions to make this granular.
This could be coupled with the 'Only Assigned Data' option for contact/opportunity related features.
Why is this important? One example is that some of our customers want to give access to information to board members such as dashboard, payments and reporting, but without the ability to create or edit anything.
R
Ryan Hartigan
Adrian King I honestly don't really see how much is changed. We almost have the same level of Permissions controls as we had before. I thought we were getting granular permissions controls. Now I am confused what took the dev team so long to release a new version of permissions controls, it just looks like a UI redesign mostly at this point.
E
Eugene Chayko
Persmissions V2 is missing the checkbox where user can see only his contact or opportunities. Please add "Only Assigned Data", it is critical!!!
Core Platform
Merged in a post:
✅More control over "User Permissions" for the Agency and new users for the client
B
Bovi Admin
A must have option is to be able to select all the big features that a client can see or not, one by one. I dont want the client to see everything from the settings when its turned on, same with payments tab and sites tab. Only specific feautures that I want them to see should be shown.
The client portal should also be hidden as well as when the automations are hidden, it should hide the "content AI" tab too. They dont need to see those at all.
And when client adds a new user, they should be able to choose to let the new user to see all the features that they can, or the business owner can hide some of them based on the role of this new user.
But if the business account owner doesnt have access to some features, then neither should the new user.
A
Arnel Cenidoza
It would be great there will be permission added to prevent users from making changes to the pipeline stages. You know just like card dashboard that cant be edited.
B
Brandon Hebert (AB360)
It would be great if a sub-account user's permission is set to "Only assigned data" they would not be able to see other users activity in the Bulk Actions tab under Contacts tab. We have a situation where a sub-account admin does not want their users seeing each others messages being sent out to their clients. This is the only tab that we've found allows them to see each others messages.
T
Tim Lock
Yep very important but to add, they should allow for every single feature to be shown or not, not just bits and pieces of a feature. I get they probably did this to avoid overwhelm but they can just structure it where you can turn off a group of features with one click if you want but there can also be a drop down to hide smaller features inside the bigger features. For example, in Sites - Maybe I just want a user to see Survey's only not forms, or blogs, etc. and within that maybe I only want them to see Survey submissions, not "Builder" or "Analyse". Thats what I mean by every feature.
P
Paul Read
Just another thought... If someone has certain permissions on subaccount A, if you add them to any other subaccounts, there is no way to change the permissions. So it would be good to have the option to vary permissions based on the subaccount.
Workaround is to give them multiple logins via different emails, which is not ideal.
A
Abed Malak
Paul Read 100% agree
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