[Permissions] Granular Permissions at the Agency Level for Agency Admins/Users
in progress
Core Platform
Merged in a post:
✅More control over "User Permissions" for the Agency and new users for the client
B
Bovi Admin
A must have option is to be able to select all the big features that a client can see or not, one by one. I dont want the client to see everything from the settings when its turned on, same with payments tab and sites tab. Only specific feautures that I want them to see should be shown.
The client portal should also be hidden as well as when the automations are hidden, it should hide the "content AI" tab too. They dont need to see those at all.
And when client adds a new user, they should be able to choose to let the new user to see all the features that they can, or the business owner can hide some of them based on the role of this new user.
But if the business account owner doesnt have access to some features, then neither should the new user.
A
Arnel Cenidoza
It would be great there will be permission added to prevent users from making changes to the pipeline stages. You know just like card dashboard that cant be edited.
B
Brandon Hebert (AB360)
It would be great if a sub-account user's permission is set to "Only assigned data" they would not be able to see other users activity in the Bulk Actions tab under Contacts tab. We have a situation where a sub-account admin does not want their users seeing each others messages being sent out to their clients. This is the only tab that we've found allows them to see each others messages.
T
Tim Lock
Yep very important but to add, they should allow for every single feature to be shown or not, not just bits and pieces of a feature. I get they probably did this to avoid overwhelm but they can just structure it where you can turn off a group of features with one click if you want but there can also be a drop down to hide smaller features inside the bigger features. For example, in Sites - Maybe I just want a user to see Survey's only not forms, or blogs, etc. and within that maybe I only want them to see Survey submissions, not "Builder" or "Analyse". Thats what I mean by every feature.
P
Paul Read
Just another thought... If someone has certain permissions on subaccount A, if you add them to any other subaccounts, there is no way to change the permissions. So it would be good to have the option to vary permissions based on the subaccount.
Workaround is to give them multiple logins via different emails, which is not ideal.
A
Abed Malak
Paul Read 100% agree
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Kat Milner
It would be helpful if I could add a sub-account holder as an admin on my account (it won't let me because it's the same email).
One of my clients is also my VA.
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Iquo Inyang
It would be great if I could choose what sub-accounts a team member was an admin for. For example I have a clients VA coming to over to my agency to do some tasks. She's an Admin to clients account. She doesn't need to be an admin for my sub-account. I was unable to just add her as a user to my sub-account because she was already in a team. Now she has admin access to an agency account.
B
BISON TEST4
I logged in using test account created for Agency. It appears that the Agency admin is capable of modifying their own permissions and role. Is this exactly what's IN PROGRESS? ( [Permissions] Granular Permissions at the Agency Level for Agency Admins/Users
IN PROGRESS. )
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Marisa Amirian
BISON TEST4: I hope so. It is insane that this is an option, i have no way of rolling out my current offering with this in place. and this is not what i expected.
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Mirja Bang
It would be great if the "tech admins" in sub-accounts could have access to GHL live chat and support team.
Today, it is only the "main account" in agency level who is able to get support from the GHL tech team.
My colleague is taking care of some of the tech tasks in a sub-account and is not able to get help from the GHL support team.
I hope you will be able to provide support to my colleagues, dealing with sub-accounts.
Thank you.
B
Babak Bavardi
We want Agency users to ONLY have access to Sub Accounts. All the other GHL stuff should not be visible to them. Also, we want them to not be able to see what is sold or not (YEXT, etc)
If we can have some sort of system that this specific agency user is added to sub-accounts automatically because of a coupon usage upon purchase, that would be gold...
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