[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users
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J
Jay Martin
@coreplatform Can we please hide Activity log for users - dont need them seeing all the forms, surveys, websites, funnels, that we have built if they are on sales. They are not part of the marketing team so do not need to see that information.
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Skye Blake
It’s incredibly frustrating to see that, despite years of requests and countless threads from agency owners and users, we still don’t have truly granular permissions at the agency level. Recent updates, such as the Permissions Update & User Management and Enhanced User Permissions in Calendars, were meant to provide better control, but they fall far short of what’s actually needed.
For example, the Permissions Update: https://ideas.gohighlevel.com/changelog/permissions-update-user-management still requires someone to be an Admin at either the agency or account level in order to grant "Manage User" permissions. How does this solve the problem? If the goal was to prevent unauthorized user access, all that was needed was a simple change from Admin to User—problem solved. Instead, we’re still stuck with a system where permission control is all or nothing.
The same goes for the Calendar Permissions update: https://ideas.gohighlevel.com/changelog/enhanced-user-permissions-in-calendars . Yes, users can now be assigned separate View and Manage permissions, but in order for this to work, they still need full Account Settings access. How does that make sense? This would be a huge improvement only if it didn’t require giving access to everything.
I’ve even reached out to support regarding these issues, and they agreed that the system isn’t as flexible as it should be—yet their response was that there’s nothing they can do. It’s unacceptable that after so much time, we still can’t assign permissions at a truly granular level for agency users, nor restrict even the most basic access settings properly.
This has been an ongoing request for years. At what point will the updates actually reflect what agency users need?
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Skye Blake
There should be an option that can allow an agency User to add additional users/admins to subaccounts.
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WebMyMoney Administrator
how do we restrict permissions to the Agency dashboard for Agency Admins?
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Howard Newstate
Found this idea because I can't grant permission to an agency user to SEE (at the agency level) the Template Library or even ADD Templates (from the sub account level) to the Agency Template Library. Granting the user Admin access just for working with templates is not a suitable solution given everything that comes with Agency Admin access.
T
Trystan Auddino
To add to this:
As an agency owner, I dont actually want to see Subaccount data/contacts, that is a privacy concern and would much rather those contacts are redacted / only show up as "ID" so we cannot see their data, even if this is a toggle that the Subaccount Admin can adjust and toggle off if they dont care. But we are having trouble selling GHL due to this privacy concern.
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Danny Adivo
There should be a way to restrict agency admin or the user from seeing all the tabs in the agency view. We can limit the access of agency users or the admin to what exactly they can see in the agency.
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Lacy Judd
We've been with GHL several years now and are still waiting for truly granular permissions to be able to properly manage access to each platform feature.
For example, if my subaccounts are on LC phone and refilling wallets via Stripe (AWESOME), why can't they see their usage history without opening up the entire settings panel (including voice AI, pipeline stages, custom field, custom values, calendars and more!)?
We should be able to allow our users to do normal CRM functions by checking/unchecking clearly labelled permissions without inadvertently opening up arbitrarily linked permissions in other unintended areas.
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Alaa Kabalan
Dear Team
it is very critical to limiting permissions to sub account users .
as per NOW if user has access to data he can easly edit it even though it is assigned to him by another user \ department .
some businesses want to give access to user to pass the opportunity or move it from stage to stage without editing it .
we suggest provide for example viewer \ maker \ checker access without editing capabilities .
it will enhance security and accuracy of data also
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Alex Chrisman
Similar to some of the comments below, it would be helpful if we could provide delegate access to a user's assigned leads. Like Benjamin mentioned below, there are users who have VAs and/or executive assistants or transaction coordinators. If there is a way to give support staff access to a user's assigned contacts, it would be super helpful. If this is already a capability, I would like to know how to set that up. If it's not available now, hopefully it is in the works as I have run into this issue multiple times across many clients. Thank you.
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