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[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users
in progress
D
David Hall
Allow us to create permissions groups even at agency level to apply to all sub-accounts. For example, Salesperson has access restricted so that they can only see their own leads. Admin, SuperAdmin (Account Owner), Manager (could see information for assigned users under their management), etc. This would save a huge amount of time from not having to manually turn off and on every single permission for every user.
B
Brian Clark
With the new A2P for Sole Prop's, the Business Profile shows every user in the CRM the subaccount holders social security number. Disabling the Settings toggle in User Permissions will hide that page, but it will also disable them from the Calendar Settings and they can't add a calendar, edit an existing one, nor can they use the hamburger menu for their link. Pages like launchpad and Business Profile should have toggleable visibility like many of the other tabs.
E
Edison Lopez
dying for this! Yes!
I
Inayet Hadi
Given agency users as granular access as possible, and having those via v2 API would be great.
S
Sean G.
Core Platform please consider extending these permissions thru to the Membership/Communities area. We need a way to allow Course teachers to review/grade/comment in those areas, without getting full Admin. access. Right now, this isn't possible - it's all or nothing.
Core Platform
in progress
R
Ryan Hartigan
Please let us be able to limit certain users from adding contacts or importing contacts.
N
Natalie Hirsch
I would expect every new feature to have permissions associated with it, and permission to be turned off by default for sub-account users. I found it super strange that there is no permission to remove client portals. Also I disabled Wordpress and website permissions, but there is still "Sites" showing a Wordpress landing page. Third, I set read only to workflows but the "Add Workflow" button is still showing, followed by a horrible UX - if the user starts to create the user gets stuck in a Loading status with no indication as to why.
J
Jacob Radcliffe
Core Platform - maybe merge this one in: https://ideas.gohighlevel.com/saas/p/disable-emailsms-messaging-saas-permission?fbclid=IwAR1oujva-QFtRnsKDFZfqWw7w_waKoPUGLigfNPujTO_YyOVaXPReff0Vmc
J
Jacob Radcliffe
To go along with this theme: we need permission templates. So if we want to apply a certain set of permissions for our VAs that have access to accounts, we can give them that template and select which sub accounts get that templated permission. So it looks like this:
locationid 1, locationId2,
-VA permissions Template Selected
locationId:
-Full permissions template
Ideally we can also have options for default permission template for that user. And then we can also set a superceding permission for specific sub accounts. That helps if they are agency level users that can see accounts and have a default permission on all new user accuonts, but then we can get granular and grant them new permissions on the templates.
S
Sebastian Cruze
Jacob Radcliffe: great idea 🔥
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