User Groups (Teams/Branches) with Manager Visibility - "Group Data" permission level
F
Frank Felix
Today a user can only see "All data" or "Only assigned data". There is no level in between. Multi-branch businesses can't give a branch manager access to only their own team's leads, contacts and opportunities. The only option is to make them admin, which exposes every other branch.
Real case: an automotive dealer group with branches (Toyota La Vega, Toyota Santo Domingo, Punta Cana, etc.). Each branch has 3-5 salespeople and 1 manager.
- Salesperson: sees only what is assigned to them.
- Branch manager: sees their own assigned data plus everything assigned to the salespeople in their group, and nothing from other branches or managers.
- Admin: sees everything.
Other CRMs (Kommo/amoCRM, for example) already solve this with User Groups and a per-module permission of All / Group / Own / None.
Request:
- Create User Groups (teams/branches) inside a sub-account.
- Add a "Group data" visibility level for Contacts, Opportunities, Conversations, Tasks, Calendars and Dashboards.
- Allow a user to be the manager of one or more groups.
- Optional: filter reports and dashboards by group.
Related requests to merge (votes are split today):
This is blocking us from moving multi-branch clients to HighLevel.
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