Granular Calendar Permissions for Restricted Users
G
George Givargis
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Description:
Currently, when a user in a subaccount is set to
“Restricted: can only view their own leads”
, this restriction also limits which calendars
they can see and access. That means:
- If a user (for example, a caller or appointment setter) is restricted, they can only see calendars they are directly assigned to.
- Event calendarsorsales calendars(that are not assigned to them) become invisible — even if the user’s job is to book appointments for other team members.
This leads to major workflow problems in sales teams where:
- A callerbooks appointments forsales reps, but cannot access the reps’ calendars.
- Event calendarsthat are not tied to a specific user cannot be accessed or used by restricted users at all.
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Proposed Solution:
Add
granular calendar permissions
independent of the “restricted” user setting. For example, in each calendar’s settings, allow admins to configure:
- ✅ Who can viewthe calendar (All users / Selected users / Only assigned users)
- ✅ Who can book intothe calendar (All users / Selected users / Only assigned users)
This would make it possible for restricted users (like callers or assistants) to still book appointments into certain calendars, without giving them full access to all leads or data.
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Why This Matters:
This change would solve a huge problem for agencies and teams using GoHighLevel for multi-role workflows — especially where some users are restricted for data privacy but still need cross-calendar access for scheduling.
It would bring
much more flexibility
, less confusion for restricted users
, and allow cleaner role separation
between callers, sales reps, and admins.---
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Example Use Case:
A caller (restricted user) calls leads and needs to book appointments for a sales rep into the "Sales Calendar."
Currently: ❌ Not possible due to calendar visibility restrictions.
With this improvement: ✅ The caller can book into the calendar while still having limited lead visibility.
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E
Emir Corbo
Very necessary!