Ability to create custom user roles
M
MK Mojica
Ability to create custom users and be able to assign their permissions. This will save time when creating new users in thinking what they are able to have access to...
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D
Damian Estevez
If we can do Create User and have the Permissions be in Workflow Actions... or have User Roles and choose a user role in the Workflow Actions... In any case will speed up a lot and keep all things organized with users and roles and permissions
T
Tyler Zegil
It would be ideal to have the ability to add roles as a dropdown on opportunities then be able to set users in those fields...
example... you want sales person, sales manager and technician as 3 user fields on an opporutnity.... you will assign different people in those roles on different opportunities...
The REASON is so you can set up routine actions and messages that need to go out to the "sales person" or the "technician" at different times or be triggered by various actions (like informing a technician the job is ready for install over sms, or adding a task for them... or informing a sales manager that an invoice was paid or that the deal moved to a certain stage in the pipeline)
Karthik Anand (HighLevel)
Merged in a post:
User Levels or Roles (not just permissions)
E
Evan Avery
there must be a way to have more user levels (not just admin or user)... Such that users can be divided up into teams with a team leader and then leaders can go underneath a region leader which roll up to the admin. This is important for sales businesses so that each user can have their own leads, and for example, there can be 5 users underneath a team lead with another 5 users under a separate team lead and another set of 5 under another team lead. Then all 3 team leads could roll up to a regional leader and multiple regionals could roll up to the main account admin/company owner.
Solar Industry example: there are 3 vans with 6 seats in each van.
A van consists of 5 door knockers and 1 sales closer. Each knocker needs to see (and work) their own leads. But only their specific closer needs to see all the leads for each knocker in their own van. However, the closer should not be able to see leads from other van's knocker. Then a level up from that, the closer manager/regional see all the leads which are assigned only to the vans which are under them... basically allow GHL to be subdivided into teams within each account
C
Chris Ball
I've got clients in my niche just waiting on this so they can come across and manage there team workflows. Multiple roles against a client and work flows, tasks,to different people dependant on their role.
This would also need an interface enhancement so tasks can be viewed in different ways from a personal, team and business management perspective.
Reporting would be the icing on the cake. Aka Monday morning team meeting where are we at.
B
Bretton Hammond
This would be very useful! If we could create a user template for each "office user", "sales" and "field" that require different access/settings, and apply them accordingly as new users are created.
A
Ali Turner
when is this coming? It's been on deck for a long time and so many requests for it
M
MK Mojica
Also the ability to restrict data access, for example based on user level or role User 1 can access XYZ folder and its data vs User 2 cannot
Core Platform
Core Platform
Merged in a post:
Assign different roles to a user in different HL locations
A
Agency Admin
The agency has two locations, L1 and L2, and user A is assigned to both of them. Presently, A's role can only be defined as either "user" or "admin" in both L1 and L2. I would like to request that A's role be modified so that he can be a "user" in L1 and an "admin" in L2.
Core Platform
Merged in a post:
be able to create user teams and assign management to groups
J
Jesse St. John
be able to have managers like sub accounts are to agencies.Assign whole teams but be able to operate within the same leads and opportunitiesOr be able to connect and share data between sub accounts with triggers etc.. This would solve team management issues also.
HIGHLVL-I-4437
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