Ability to HIDE certain folders and workflows | Voters

Ability to HIDE certain folders and workflows

Kevin Burton

I have some workflows that are PURELY operational...I don't want these changed or even seen on sub accounts but I DO want them to still function. The reason for certain folders and workflows is that my clients NEED to customize their messages in other workflows but in some of them, they cant change them at all or the system wont function correctly. Can we make a radio button to select whether the sub account can have access to certain folders and workflows instead of an ALL or NOTHING approach?

May 21, 2022

Jared Auld

100% Babak Bavardi. We have multiple workflows, many of which are intended exclusively for internal use by our team. While adjusting the permissions of the folders helps prevent these workflows from being edited by clients, it doesn't restrict them from seeing the entire list of workflows. We need a solution that allows users (our clients) to see and select only specific workflows designated for their use, rather than displaying all workflows—90% of which are not meant for them.

James Crow

This can be done by creating a folder inside the Automation section in your desired sub-account. Once the folder has been created, click the 3 dots next to it, where you can then set the viewable permissions to Agency Only. Enjoy!

Babak Bavardi

James Crow My comment below acknowledges that we are able to change permission, but then users that want to launch workflows from CONTACTS page still see all the hidden agency workflows.

James Thomson

+1 the ability for an admin to hide certain workflows from others is a great idea. We need this ASAP please.

James Crow

James Thomson See my reply on this

Babak Bavardi

+100000 for this. As agency admins, we are able to change the permission, but we need to also be able to show/hide workflows. Our SaaS users should only see 1 executable workflow, yet they see an entire list of system automations when they want to execute a campaign

James Crow

Babak Bavardi See my reply on this

Jonathan Montoya

+100 for this

James Crow

Jonathan Montoya See my reply on this

Ken Hoofard

As GHL continues to expand it's functionality, and as we develop more and more sophistication with our automation solutions, the need to protect these workflows as intellectual property becomes increasingly important.

Super User

Core Platform is this going to be implemented soon?

Chance M.

I REALLY need this for my agency. It's a little frustrating that this is not an option

Super User

I had this need since and just had the time to inquire recently if it's possible, and to-date it's still not. We have the same problem where I have workflows that is supposed to be "systems" only and no need for someone to see in under options.
It would be better if there's an options like:
Hide to *all users (not admin)
Hide to *specific user
Hide to *everyone (except master account)

Support Team

This is exactly what I needed

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