[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users
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W
WebMyMoney Administrator
how do we restrict permissions to the Agency dashboard for Agency Admins?
H
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.
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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.
D
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
A
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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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.
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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.
J
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?
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