T
Tariq Zafar
We are facing a major limitation while using GoHighLevel for our financing company.
Our business follows a clear hierarchy structure:
  • One Admin
  • Multiple Managers
  • Multiple Users under each Manager
Currently, GoHighLevel does not support a true hierarchy system at the sub-account level. What we need is a way to assign users to managers during onboarding, so that each manager can view and manage only the leads and opportunities of their own team, not those of other managers.
At the moment:
  • If managers are given Admin access, they can see all contacts and opportunities, including those belonging to other managers’ teams.
  • If managers are added as Users (or Followers), they cannot properly filter opportunities in the Opportunities tab and are unable to view their team’s data in a structured way.
  • There is no native option for a manager to filter or manage opportunities by their assigned users only.
Requested functionality:
  • Ability to assign users to a specific manager.
  • Managers should only see contacts, conversations, and opportunities belonging to their assigned team.
  • Managers should be able to filter opportunities by their team members.
  • Admins should retain full visibility across all managers and teams.
This type of hierarchy and visibility control is essential for companies with structured teams like financing, sales, or call-center–based businesses.
Implementing this would significantly improve workflow control, data privacy, and scalability for growing organizations.