Custom User Types
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Tyler Zegil
Right now we have only two user roles/types, admin and user I think. Just two.
What we need is the ability to create custom user roles and assign different permissions to each user roles without having to do it for each user.
ALSO
MUST be able to assign multiple roles to a user because people are often more than one role, especially in small businesses. We should be able to assign roles to a contact or to an opportunity based on rules the same as booking calendars (a specific person, based on priority rules, or round robin)This would assist in project management when you have an estimator, a salesperson, an account manager, etc... But we have no way of managing this in high level to make sure each deal or each contact is managed properly. All I've done is create a very convoluted method of custom values and custom fields and custom scripting and it is a messy messy nightmare.
This may be like the idea "user levels or roles (not just permissions) but it's key to attach more than one role to a user and assign users with the same methods as calendars
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Darren Walker
Agree this is needed and it needs to filter into Custom Objects. We ran into issues with our sales staff who cant view our vehicles custom object without full user scope or admin access.
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Tyler Zegil
Happy to see os much support on this topic but no movement yet on the GHL side, hopefully soon! :)
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Benjamin Pang
hey GHL team, we really need this.
Such a trivial feature.
GHL has a lot of great advancement in other features, but this foundamental one should be prioritized.
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Books Open Media .
How has this not been worked on! Come on GHL
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Jacob Radcliffe
Karthik Anand (HighLevel) merge this in: https://ideas.gohighlevel.com/users-permissions/p/user-groups-1
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Jacob Radcliffe
We also want custom fields for users.
Karthik Anand (HighLevel)
Merged in a post:
Ability to create custom user roles
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MK Mojica
Ability to create custom users and be able to assign their permissions. This will save time when creating new users in thinking what they are able to have access to...
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Jackson Carpenter
I have worked with a dozen different CRMs and this is a capability in all of them. It is incredibly stupid for custom roles/permissions not to be available in GHL, and GHL is not a stupid company.
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Damian Estevez
If we can do Create User and have the Permissions be in Workflow Actions... or have User Roles and choose a user role in the Workflow Actions... In any case will speed up a lot and keep all things organized with users and roles and permissions
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Tyler Zegil
It would be ideal to have the ability to add roles as a dropdown on opportunities then be able to set users in those fields...
example... you want sales person, sales manager and technician as 3 user fields on an opporutnity.... you will assign different people in those roles on different opportunities...
The REASON is so you can set up routine actions and messages that need to go out to the "sales person" or the "technician" at different times or be triggered by various actions (like informing a technician the job is ready for install over sms, or adding a task for them... or informing a sales manager that an invoice was paid or that the deal moved to a certain stage in the pipeline)
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