User Permissions - More Granular
in progress
A
Anthony CRM Admin
I need a way to limit the number of employees that a sub-account owner can add to their account AND even prevent a sub-account owner from adding employees all together. I would also like the option to charge an incremental amount to the sub-account owner by how many employees they add. Even further, by including these settings in a snapshot, it would help automate the process of granting user permissions based on the SaaS plan or snapshot selected.
By adding more granular control of 'User Permissions' within various sections and items under, this could be achieved. For example, the User Permissions for Settings could have sub settings to check on or off each of the items under each category. For example within Settings, we would have a toggle for each of the following items:
MY BUSINESS
Business Profile
My Staff
Pipelines
BUSINESS SERVICES
Calendars
Phone Numbers
Reputation Management
Profile
OTHER SETTINGS
Custom Fields
Custom Values
Domains
Media
URL Redirects
Integrations
Email Services
Conversation Providers
Tags
Labs
Audit Logs
J
Jacob Radcliffe
There are multiple highly upvoted ideas boards for a permission to prevent contact exporting. This is an absolute must to limit the risk of VAs exporting all contact data in sensitive accounts.
J
Joshua Hayeslip
Making certain custom fields also visual/ not visual based on certain roles
J
Josh Weingart
I would love to add that users or a level of users should be able to manage contact via merge.
L
LOCAL 3 PACK
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. )
L
LOCAL 3 PACK
it seems like this is already in the works. I look forward to this upgrade.
S
Shivam HighLevel
in progress
H
Houtan Hormozian
I also like to see where access rights can be set to, Personal and/or Group and/or Global. based on hierarchy and department/group sharing level specially for Contacts, Conversation and Calendars for privacy and security reasons.
for Example,
- Sub-Account User as an Admin can see own data and all
- Sub-Account User as a Manager can own data see everyone below
- Sub-Account User can See their own and anything that is shared with them.
Core Platform
under review