Assigned User Data Only - Private Conversations
J
Jacob Radcliffe
Currently if you are using assigned user only, then you still see the entire conversation feed.
Joe is Sales Rep - has Assigned User Only - He sees conversations and opportunities that were assigned to him.
Jim is the Finance Manager - he only wants to be in conversations when its his time to do get a financing quote for the client and private information might get exchanged
Joe can see Jim's conversations. Jim doesn't like that and wants Joe to be restricted to seeing only sales conversations with the client. We need a new toggle that only allows Joe to see Joe's conversations with the client the same as if Joe is operating his email client outside of the GHL interface.
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S
Sales & Marketing
Merged in a post:
Private Inbox Visibility for Staff-Owned Numbers in Sub-Accounts
N
Nico Elliott
Currently, when multiple staff members each have their own phone number inside the same sub-account, all team members can still see every conversation in the Conversations tab. This creates privacy issues, especially for teams where each staff member manages their own clients or territory.
I am requesting a feature that allows true message privacy per phone number, so that:
• A staff member sees only the conversations tied to the number(s) assigned to them.
• Admins can still access all conversations if needed.
• Additional permission settings can control who can access which inboxes.
This change would improve privacy, prevent client mix-ups, and make HighLevel more scalable for companies with multiple independent staff members working under one sub-account.
S
Sales & Marketing
Merged in a post:
Allow team member to only see assigned conversations and not all conversation
O
Obi Emeka
In a situation where client/prospect information may be treated as confidential, not all team members should be able to see prospects/clients discussion record/files.Would it be possible to allow team member to only see conversations they have either been assigned to or given access to.I believe this should be quite easy to achieve since there is a "MY CHAT" filter already on the platform, its just to have the all conversations having a restriction aspect to it when needed.
HIGHLVL-I-2817
C
Chris Grubb
Yes a lot of other post contain this same idea. They never seem to gain any traction though. This idea and the conversations page is probably my biggest complaint about GHL. If everyone here could vote on all the other similar posts maybe it would help
J
Jesse Martens
100% this is a BIG deal! I think some other posts include this same idea.
A
Amber Sweaza
Yes!!! This is a HUGE problem! The way it should work is a user with an assigned phone number should be able to have conversations and an admin is the only one able to see all conversations. Users should not be able to see other users convos, only those sent from and to their assigned phone number.
S
Susmitha Damarla
Merged in a post:
User's Only Able to see Conversations for Assigned Opportunities
B
Bryton Nield
We run a sales team through High Level. They often are are managing multiple conversations at a time and miss messages because all sales team members are having conversations at the same time.
It would be helpful if the Sales Team Members (Users) could only see their conversations in the conversations tab.
HIGHLVL-I-838
J
Jarek Rozyskie
In the team member's settings, turn on Only Assigned Data. This will make it so that the team member can only see the contacts and conversations of those that are assigned to them.
T
Trey Wagonner
Yes, this is an issue when an admin or owner is having a conversation that the sales person should not be seeing.
P
Peter Roth
Dear god YES! We need this. It's so annoying that everyone can see everyone else's messages