Users & Permissions

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

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.

If users have no rights to sites or dashboards as an example, then no dashboard or sites should be shown in the menu when they login. This now causes error messages when they click on those menu items, this looks clumsy. And especially with dashboard because when they log in they immediately get an error message because dashboards opens directly.

We've recently gotten attention from our Subaccount Users/Admins about the AI for missed calls. I was hoping for them not to receive those notifications as we do not support AI yet and we don't want them to advertise a feature we do not support yet.

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.

ACCESS DATA FOR AGENCY USERS - HELP!!! I've added a team member to my agency. He is a sales of my agency (THAT REQUIRES ONLY ASSIGNED DATA) but also need to give him access to all the customers with whom he has the commercial relationship to keep in touch, upsell ecc. The problem is that in my agency subaccount he needs to have access only to assigned data while in the customers subaccount access to all data but if i set "only assigned data" he has that option to all assigned subaccounts. I tried to change permission from inside a specific sub account from "only assigned data" to "all data" but the setting changed globally for this user that has now access to all the datas o my agency subaccount.

Ability to bulk add users at the agency and sub-account level.

We have user's that would like to merge their contact but they don't have the ability to do so. Right now only the agency admin has this ability

It would be very helpful for a user to be limited to only the data assigned to them but also data that isn't assigned to anyone. That way as user can focus on their clients, leads, or whatever, but also see new clients or leads who have not been assigned.