User Permissions - More Granular | Voters

User Permissions - More Granular

in progress

Anthony CRM Admin

I need a way to limit the number of employees that a sub-account owner can add to their account AND even prevent a sub-account owner from adding employees all together. I would also like the option to charge an incremental amount to the sub-account owner by how many employees they add. Even further, by including these settings in a snapshot, it would help automate the process of granting user permissions based on the SaaS plan or snapshot selected.
By adding more granular control of 'User Permissions' within various sections and items under, this could be achieved. For example, the User Permissions for Settings could have sub settings to check on or off each of the items under each category. For example within Settings, we would have a toggle for each of the following items:
MY BUSINESS
Business Profile
My Staff
Pipelines
BUSINESS SERVICES
Calendars
Phone Numbers
Reputation Management
Profile
OTHER SETTINGS
Custom Fields
Custom Values
Domains
Media
URL Redirects
Integrations
Email Services
Conversation Providers
Tags
Labs
Audit Logs

December 31, 2022

Dereck Johnson

Payments:

View Only
Assigned Data Only (Can only see payments/invoices associated with contacts assigned to that user.)

Corina NITU

Also it is interesting granular permissions on pipeline in the same sub account because there are clients with different teams working on differnt pipeline in same subaccount. Thank you

Andrew Madsen

We need the ability to limit users ability to bulk text contacts instead of just changing from Admin to User

Rashid Huseyn

This should be of a very high priority, as it directly impacts the ease of use for customers. 
Many permission options are lacking, some are absolutely annoying. 
Quizzes have been impossible to turn off since their release, making sites tab visible for users who do not need the additional tab. 
Manual actions are impossible to disable
Appointments are visible in conversations for users who do not have access to appointments 
And much more small stuff
I just can't wait for this, but it has been marked as in progress since December 2023. The updates to the permissions have been good but never extensive and complete.

Greg Hadley

Rashid Huseyn yeah its pretty crazy that its been 'in progress' that long. I also vaguely remember watching this being announced at one of the high level summits like 2 years ago

Ryan Hartigan

Staff are getting super overwhelmed by the amount of options but there's no easy way to remove/add very specific options for the users yet

Greg Hadley

Any update on this? Looks like its been in progress since Dec 2023.

Jason Gray

EVERY feature should have a permissions setting

Mark Kalnitski

Another example, a deal closer should be able to access document templates to create contracts with clients, without having the permission to any other payment section or the ability to delete signed contracts.

Another example, a user should access a specific pipeline only.

Sam Cox

agree with this 100% - we need to be able to turn on/off every menu item and feature/sub-feature. 
I'm currently setting up user [not admin] permissions for a business and there are things i don't want them to see like;
Launchpad - can't turn it off??
Marketing - even if you turn it off completely it still shows on side menu and displays the prospecting info page! [must be a bug]
Sites - with website, funnels off it still shows quizzes!
Dashboard - you can turn it off but the menu item still shows!
Payments - if you turn on an features the user can see everything including integrations [sub-account payment processor] 
This is basic stuff that should have been fixed months ago

Ryan Hartigan

Sam Cox Are you seeing Marketing still show if you turn it off? I was unsure if that was just on our side or if the menus are still showjng even when turned off

Sam Cox

Ryan Hartigan just tested it, and it seems that this issue has been fixed - so the Marketing menu link no longer shows when it is turned off.

However, the other issues i mentioned regarding launchpad, sites, dashboard and payments still remain the same.

Ken McClure

TAG MGMT -- Ability to allow low level users to ADD/REMOVE tags from a contact record WITHOUT having to give them FULL ACCESS to create or delete tags. They should only be allowed to select from the list of tags created by Admin

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