Allow Multiple Gmail Sync connections and Fix it applying to ALL of my assigned Subaccounts
C
Clifford Paulick
I bet you didn't know...
When you connect Gmail Sync in your user profile
from within your Subaccount
... it actually is integrating your Gmail Sync into your USER PROFILE, which is applied to ALL of your Subaccounts.This means that if Subaccount-A and Subaccount-B both have
bob@example
in CRM Contacts, and your cliff@domainA
emails him, Subaccount-B will also
display your email to him in the conversation history.Yikes for security!
Available Workaround: create one user account for each Gmail you want to connect
- Your primary/day-to-day user account cannot have any email sync attached
- Create a new user for each Gmail you want to connect Gmail but will never actually log in to
- Example: cliff@agencyis the day-to-day user (do NOT connect ANY Gmail), create GHL userinfo@agencyand create GHL usercliff@realestate
- Assign info@agencyuser to Subaccount-A (Agency's subaccount) and assigncliff@realestateuser to Subaccount-B (Realtor subaccount)
- switch login to those users, connect your Gmail at their subaccount > My Profile, then switch back to your day-to-day/actual agency user account. You may still assign yourself to a subaccount if desired, just don't connect your Gmail.
Why this is NOT viable: now you have clutter in your users list (assign Contact to user, schedule calendar event with user) and another potential attack vector (that account gets hacked/exposed) and another set of credentials to remember/store...
just eww
The suggested solution:
Gmail should work just like connecting Google Calendar: allow multiple Gmail connections per user + per subaccount. This means that
I consider part of this request to be a UX bug because I expected that when I connected my Gmail within Subaccount settings, that connection was scoped to that Subaccount.
Ticket# 6488663
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