What's New
We’ve expanded user-level permission capabilities! Admins can now control visibility and access to Forms, Surveys, Quizzes, and QR Codes based on user roles. This enhancement brings more flexibility and precision to how teams manage access across different HighLevel tools.
Key Highlights
Role-Based Visibility:
Only show what matters—choose which roles can view or manage Forms, Surveys, Quizzes, and QR Codes.
Centralized Management:
Permissions are easily configurable in the
My Staff > Edit or Manage Team > Roles & Permissions
section.
Granular Control:
Turn each module ON/OFF and assign view/manage rights individually.
Cleaner UI:
Users will only see tools relevant to their role, reducing interface clutter and improving focus.
How It Works
Navigate to Settings > My Staff.
Select the team member you wish to edit.
Toggle access to Forms, Surveys, Quizzes, or QR Codes.
Check/uncheck "View & manage" boxes to define access level.
Click Save to apply the changes.
Now, each user’s dashboard will adapt dynamically based on what the admin has enabled—no more all-or-nothing access.
Notes
These permissions work in conjunction with existing role-based access controls.
Admins can still use the “Copy Permission” feature to quickly replicate setups across users.
Screenshot 2025-05-19 at 10
Screenshot 2025-05-19 at 10