User Permissions - More Granular
in progress
A
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
Log In
T
Tara Bulum
Yes, having a user access to media folder, without having to give them access to settings is essential.
F
Funnel Gorgeous Support
With the arrival of new granular permissions in Labs, we were hoping this would help solve the most common user permission issue we run into in our large agency: needing different user permissions in different sub-accounts for the SAME user.
The context is that we have a lot of service providers in our agency who are connected to multiple client sub-accounts.
However if one of their clients changes their user permissions within that client's sub-account, it changes the user's permissions in all the other sub-accounts the service provider is in, too - even if the service provider owns their own sub-account in which they are the primary user.
Adding a link to another post with similar feedback to loop it all into this thread: https://ideas.gohighlevel.com/users-permissions/p/different-user-permissions-across-subaccounts
B
Brian Pappalardo
Funnel Gorgeous Support We're running into this as well. We have a situation where someone is an admin in their own account and they also need to be a user in another client's account. We're having to do some really wild workarounds to try to make this work.
M
Michael DuPree
Funnel Gorgeous Support Yes! This! Any workarounds you're using now? Ideas appreciated! :)
Core Platform
Merged in a post:
Tag Permissions - Visibility Setting
G
Gracen Duffield
For each tag, it would be helpful to have a setting that shows if it is visible to users or just admins.
This could be accomplished at a tag folder level. Tags in specific folders could be set to global-visibility or admin-only visibility. The default should be configurable.
This way, the tags that are used for processing leads would be invisible to average users, but visible to admins.
Core Platform
Merged in a post:
Change default user permissions for new accounts
r
ricky@metricdrivenmarketer.com
I have white labelled GoHighLevel and offer it to my audience. I have purposely simplified my white label offer to focus on the website builder.However, when customers sign up for an account via my order form and Zapier creates their new account, they get all user permissions by default and I then need to manually disable their access to all the features I don't offer.It would be great if we could change the default user permissions for new accounts or customise it via the Zapier integration.
HIGHLVL-I-2047
Core Platform
Merged in a post:
Admin with restricted permissions should not be able to add users with greater permissions than themselves
J
JP Hogbin @ The Adviser Brand
An admin should not be able to add people with greater permissions than they have themselves. If we are giving a lower level of access to the product, with other features an upgrade (for an extra fee), they can potentially access all features without requiring the upgrade.As an example, I'm adding a business owner as an admin on a location so that they can add their employees as users.I don't want the business owner to have access to Online Listings and Memberships, therefore the users they add should not have access either.....but as an admin when they are adding employees they can give the employee access to Online Listings and Memberships.Also, Online Listings is not relevant to users outside USA so it's something we don't want to be asked about if we are outside USA.
HIGHLVL-I-3980
Core Platform
Merged in a post:
URGENT [User Permissions] for each section
P
Patrick Karski
Hello,
It's crucial to add EACH section of EACH page to the permissions.
Currently Sites permissions only have
- Funnels
- Websites
It should have:
- Funnels
- Websites
- Blogs
- WordPress
- Client Portal
- Forms (MOST CRUCIAL)
- Surveys
- Chat Widget
- Media
- URL Redirects
Use case example: lead nurturing team should ONLY see:
- Conversations
- Calendars
- Contacts
- Opportunities
Core Platform
Merged in a post:
Turn off call recording permissions for some users
Y
Yaman Abuibaid
I want my admins to be able to listen to the call recordings, but not my clients.We have virtual assistants in the philipines to call leads - I would like to listen to them but my client's shouldn't be able to.
HIGHLVL-I-1202
Core Platform
Core Platform
Merged in a post:
Custom Field Permissions
A
Alex Smith
The ability to restrict Workflow Automations has been great! This same ability to restrict Read/Write or the visibility altogether of custom fields and custom field folders would also be great!
As we all know custom fields are a vital part of a CRM but they also start to 'gum up' the flow and cause too much noise for the 'average user'.
The ability as an Account Admin to add permissions or the visibility of Field Folders for Users would really cut back on the 'noise' and help Agents/Users to work more effectively. While still allowing Admins and 'Techies' to build workflows/automations with all of the necessary custom fields.
P
Pallavi Kothari
Merged in a post:
Show/Hide Customs Fields/Folders by User/Role
M
Manuel Azar
I would like to have Permission/Role feature to show/hide field groups to certain users.
For example:
Let's say I have two staff members, one of them is a sales rep, and the other one handles the HR and the onboarding of the client, i would like to hide the Job Application, NDA, & Emergency contact groups to the salesperson, and hide all of the lead information custom field groups to the HR person.
![](https://canny.io/images/8b47758ee32eb6b4f389d9ff9c973340.png)
![](https://canny.io/images/3444c3cc68830d1f0961e3321654fb65.png)
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