Agency Dashboard Privacy Toggle
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Graham Jackson
Could we get a QuickBooks-like Privacy tab to flip a sticky switch that hides financial data? Since this is now the home base for agency-level accounts to log in, demos and other calls can inadvertently end up on this dashboard, especially if you're consulting with other agencies and toggling back and forth between agency and sub-account levels. In QB, this feature is sticky and remains on/off login after login, and doesn't change unless switched. No password is required to flip it, just a simple click.
HIGHLVL-I-2954
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Keith Besherse
The idea being proposed here is a granular permissions and privacy protection concept. Also, sometimes even if we are using our primary login we don’t want agency level information displayed. https://ideas.gohighlevel.com/users-permissions/p/toggle-on-off-agency-notifications-and-displays-during-demonstrations
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Darren Cato
yes. so many times i open up a demo and this is the first thing that shows. In addition we should be able to hide financial data from other admins who are employees but not owners.
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Keith Besherse
Darren Cato, yes, not all agency system administrators are also agency partners with access to company financials. A software administrator/customer service person is not necessarily a c-suite decision maker. Those are different roles. Even as a solo operator, when I am doing customer service activities, seeing my financials is sometimes distracting.
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Semih Meric
+1 - this is so important, especially when dealing with clients live and they are just looking over your shoulder while you open up GHL.
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Keith Besherse
Semih Meric, for sure. Because I gain new customers through face-to-face conversations they often see far more than what I am trying to show them.