Users & Permissions

Have a feature where you can enable/disable notification for Agency Owners or a specific users when a new user is created.

I am currently using automations to manage opportunity visibility by dynamically adding and removing staff as "opportunity followers" based on the project stage. This is necessary to ensure each department only accesses relevant information. However, this workflow is fragile; it often fails to process correctly or conflicts when a contact has multiple active opportunities (addressed separately in https://ideas.gohighlevel.com/opportunities/p/make-opportunities-make-sense-again ), requiring constant manual intervention to correct access. I propose two feature enhancements to resolve this: Staff Roles/Groups: Introduce the ability to create custom staff roles (e.g., "Sales Team," "Office Support"). These groups should be selectable in automations (e.g., "Assign group as opportunity followers") to eliminate the need to manage individual users one by one. EDIT: Adding onto this first one, having the ability to have default permissions for these roles so when a employee is given one they assume the permission group tied to it (given that custom changes are not already made to the individual). A very basic version of this is already in place with the "User" vs "Admin" account type. Permission-Based Pipeline: Implement pipeline settings that allow pipelines, pipeline stages, lists, etc. to be restricted to defined roles or groups. Instead of relying on automations to add/remove followers, access to an opportunity would be automatically governed by the stage it currently occupies. For example, a "Sales Team" role could be granted exclusive view access to specific pipeline stages, ensuring that visibility is automatically updated as the opportunity moves throughout. These features would drastically simplify opportunity management, reduce the reliance on complex, error-prone automations, and provide a more secure, granular way to manage team access across the platform. Let me know your thoughts on this everyone! Thanks!

Ability for admins, or at least agency owners, to see user activity (e.g. login, logout, WF updates, site updates, etc.). Important to see which users are engaged and which are dormant. Bonus: WF trigger on user engagement level, i.e. if a user's engagement level drops below x or rises above y, etc.

We get a lot of requests for a clock in clock out feature for the team to track timecards for payroll. This is really the only thing missing from making it a one place for all system.

Just like google work space, slack or any other inter office communication platform. It would be great to see if a user is online, away, offline, on a call, etc.

Starting this agency with a friend of mine, we have not sorted any ownership or legality stuff yet, how can we both be owners? Instead of one owner one admin

There are a number of users with access to multiple sub-accounts, some they use more than others. They can pin their favorite or most used locations to their list from the dropdown but can't set a default to open when they open their dashboard, so it will open one they rarely use but still need access to. Allowing a user to select their default sub account so that one opens first would avoid this.

There should be an option to make certain custom fields lockable once information has been input (manually or through an automation). There are a lot of use cases for this but the most obvious one for me is to lock the custom attribution fields we have created (not the standard GHL ones) so that this information cannot be updated after it is entered. In my use case we track both first and last attribution and I want the "first" fields to be locked once info have been input so that no team member or automation can update this after the fact. The reason the this is important is that: A. I want accurate data, and... B. I want to make sure no team member can edit these as my team are compensated on commission based on where the lead was originally generated from. If you would like any further info on this shoot me a message and I will happily get on a call to walk the team through my personal use case.

Can we please have a toggle to turn off the "Launchpad" in either the sub-accounts (Business Profile) or in a sub-account's (User Permissions). The launchpad is great when we first onboard but becomes a massive distraction afterwards. Based on what is already in the suggested posts, this will help solve multiple other requests. Thank you dev team for reading this and I hope you have an amazing day.

It should be possible to give a user just the permissions to view and manage their own campaigns, workflows, and funnels. Meaning, I don't want the user to be able to view or manage campaigns, workflows, and funnels created by or owned by other users. I need them to be able to send out to specific smart lists of contacts and communicate with them via only their own campaigns, workflows, and funnels or ones we give them access to. Example - having to give access to literally everything just so a copywriter can send out one email. That's crazy.