Users & Permissions

It'd be really helpful if we were able to group together a segment of Locations (eg. all of our team-related accounts, or clients-only) in our Agency so we could grant them all access to a specific Custom Menu button.

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

ISSUE: Any staff member who is an 'agency admin' receives ALL system notifications. This is a big issue for larger agencies, which requires many agency admins, but none of whom need to be bombarded with daily admin notifications. As it is, there is NO way to stop agency notifications from being sent to them. SOLUTION: Please give agency admins (agency users asl well) control of what notifications they want to receive. At the very least, a way to turn them off completely.

We use signatur because its a great feature that allows easy bulk for sender info for all our emails. But if we design our emails with another color and has a picture of the therapist, it dosent work. We need a proper designer for signature.

Have the ability to create user groups. For example, assign a group of users as "setters" or "closers". This way in automations we can round robin to a user group, rather than manually editing the automations to add new team members. It would also allow us to filter by user group in the contacts list.

Create option in Agency company settings for agency admins/owners to turn on or off that is: "Allow all users to toggle light / dark mode individually." That way, this option is off by default, giving all GHL agencies time to write code for whichever mode they've not got code for. Turn current Custom CSS box in Agency company settings into "Custom CSS for light mode" ... and then "add Custom CSS for dark mode" right below it. Provide light/dark mode toggle for all users under "My Profile" or in upper right hand corner, similar to the light/dark mode toggle used in Community feature. Only make available if option in point #1 (above) is turned on by agency admin/owner.

We're encountering a specific need among our Virtual Assistants (VAs) who manage multiple client accounts through our White label SaaS. These VAs, although not directly affiliated with our SaaS, have started utilizing us and bringing their clients over due to its comprehensive feature set. Currently, VAs are signing up for sub-accounts for themselves and then we are assigning access to their clients’ accounts. However, this setup presents a few challenges that could be addressed through something like a "Sub-Agency Account" User level: Default Sign-In Page: Our VAs are often working across numerous client accounts, and currently, when they log in, they are directed to the last account they accessed, which lacks a central "home base." It would be highly beneficial for their default login to be their personal account. This would act as a guardrail against accidental actions in a client’s account, such as sending emails or making edits. Ideally, the account switcher would offer two options: A) "My Account" for their personal use, and B) "Client Accounts," which would lead to a list of managed sub-accounts they can select from. This additional layer would help prevent accidental transitions into client accounts. Template and Workflow Management: Due to the nature of their work, VAs often use the same templates and workflows across different client accounts. At present, they must recreate these templates in each client's account, which is inefficient. A feature allowing a "Sub-Agency Admin" to share templates directly to their managed sub-accounts through a simple checkbox list would streamline this process. This feature should be visible only to the "Sub-Agency Admin" role and show only the sub-accounts they manage. Alternatively, provide permissions for VAs to create and share snapshots within their managed accounts. Essentially, it would enable them to select content for snapshots and choose the destination account for installation seamlessly. This is the same was above just for multiple assets at a time vs sharing an email, a workflow, etc. Additional Context: This functionality is particularly crucial for network marketers, as having duplicatable systems ready for team members is a significant advantage. Implementing these features would not only enhance user experience but also strengthen Our capability as an integrated solution for network marketing teams.

When you create a new User or Admin, you should be able to set default settings for the roles so that when a new user is created it automatically uses the default permissions.

Hello We are trying to find the some user login and logout activity . if that featured enabled in the GHL Sub account agency view . It would great if you can enable that featured that would be helpful to track our user activity . Thank you