User Levels or Roles (not just permissions)
planned
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
A
Ali Turner
when is this coming? It's been on deck for a long time and so many requests for it
K
Kimberly Saavedra Benitez
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
planned
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
under review
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
Core Platform
Merged in a post:
User Roles & Groups
L
Liam Benson
To be able to compete with more robust CRM options, the creation of user roles is a necessity.
Having multiple departments using the HighLevel system means that they all need different privileged views.
(ie: There's no need for my marketing team to see the sales pipelines.)
Furthermore, this would allow for much easier internal group notifications, rather than having to send out multiple individual notifications.
M
Mason Hymas
I need teams. Team leaders that can only see their teams data. And then default pipelines by user and by team.
K
Kristian Altuve
Would love to be able to Configure permission settings based on roles... this would make it significantly easier to onboarding and setup new clients.
For example with my clients
- Owner Role: Should have ALL permissions available
- Customer Service: Block all Permissions and Enable Conversation, Emails, Opportunities, etc
It's a pain in the butt when our clients add a new staff member user and they get access to everything by default.
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