[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users | Voters

[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users

in progress

Core Platform

April 1, 2022

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.

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.

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.

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

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.

Benjamin Gallagher

Also granular permissions across sub-accounts! Currently users can only have one set of permissions across all sub-accounts they have access to. This is terrible for, for example, offering virtual assistance to our customers who want to restrict access to these users based on their personal needs.

Brandon Mcpeak

As others have mentioned, I am sharing my concern that employees are able to share snapshots. This is a major security risk for any agency building a business on HighLevel.

Joel Rduch

Agency Users should be able to get the permission to create sub-accounts. Espacially Agencys which not use the SaaS Mode at all need to set up everyone to Agency Admin who should be able to set up a sub-account. Why don't have the possibility to allow users to create them?

Rick Koss

I am new to HL, and as I am setting things up, I just realized that every Agency User has access to everything. I was excited when I found this thread and saw that a fix was in progress. Unfortunately, I'm not so sure anymore, as I am using the newest beta version, and I still can not limit access. As an Agency owner with 30 employees, I do not want all of them to have access to sensitive information. How is this even possible with a system like HL?

Karthik Anand (HighLevel)

Rick Koss: Can you please share the permissions that you're looking for? In Q4, we're doubling down on adding permissions acorss all products.

Rick Koss

Karthik Anand (HighLevel) I apologize for the delay but I do not visit this page often. Almost everything is available to everyone, compared to starting with nothing and giving access instead of limiting permission. It is the same for the white label agencies, instead of introducing the Season of AI and letting the agency decide if they want to share that with their customers, it is instead displayed automatically for everyone. The agencies that do not offer AI are scrambling to turn it off and explain to customers why it's not available. HL is an extremely powerful platform for the experienced user but very confusing for new people and employees who do not access it very often. I shouldn't have to worry about entry level employees having access to snapshots and sensitive billing information. If I do not want to display the Sites tab I should be able to hide it without CSS. My customers do not do surveys or quizzes but yet HL automatically turns it on. Please take the granular approach of starting with nothing and allowing the Agency Admins to add versus trying to hide and limit.

Ryan Robbins

Need this asap.

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