Users & Permissions

If we could create a custom field for team members (users) this would be MASSIVE. Means we can have way more flexibility in cycling users in campaigns (dynamically insert more things other than phone, email, signature, calendar).For example, this would also solve the problem I submitted in these ideas: https://ideas.gohighlevel.com/ideas/HIGHLVL-I-1308https://ideas.gohighlevel.com/ideas/HIGHLVL-I-1253A custom field for 'custom user calendar' would solve both of these. This is also a pathway to round robin cycling through calendars - the round robin would be done at the point they enter the campaign! HIGHLVL-I-1330

It’s so simple. For some reason you can’t turn on assigned data at the follower level. So I’ll lead you only have one owner if everyone uses assigned data. If you made it possible to be follower to be able to count as “ assignee “. It would fix the issue

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

Small business owners also employ people and provide salary to them. If we add the HR features such as employee timesheet tracking and payroll processing for team members in Go high level, then our platform will be even more appealing to small business owners who wants to use our platform.

Desired Result / Issue Resolution: "Manage Smart Lists" should not be affected at all by the "Settings" toggle under User Permissions. Instead, it should be affected by the "Contacts" toggle in User Permissions. -------------------- Issue Description: Currently, when the "Settings" toggle is turned [OFF] in a User's Permissions, the "Manage Smart Lists" sub-page in the "Contacts" dashboard disappears. This prevents the User from being able to edit, share, or delete their own "Smart List" / "Saved Filters" in the "Contacts" dashboard view. The issue is compounded because a "Smart List", once created, is not accessible to anyone but the User who created it. Not even Account or Agency Admins can access a User's "Smart List" / "Saved Filter" by default. Should the User want to delete their own "Smart Lists", in this scenario, they would be prevented from doing so - unless the User Permission for "Settings" was turned [ON] (which is NOT acceptable due to what the actual Settings menu includes by default, and a "User" should not have access to). STEPS TO REPLICATE ISSUE: Create new Team Member of type: "User". Open an incognito browser tab and log into the SaaS with the User account's credentials. In a different browser tab where you are logged in as an Admin or Agency Admin, turn [OFF] the User Permission "Settings" toggle for the 'test User' you logged in with in Step 2. Save the changes to the User. Switch to the incognito tab from Step 2 where you are logged in as the "User". Refresh the page. Navigate to Contacts in the left menu. Notice you do not have the "Manage Smart Lists" tab/page/section. Now create a new "Smart List" / "Saved Filter". Make sure that shows up next to where the "All" button is at the top of your Contact List. Notice you have no way to delete this newly-created "Smart List". In the other browser tab where you are logged in as an Admin / Agency Admin, go to the "Contacts" area. Notice that the "Smart List" you created in Step 4 is not shown. (It is only shown to the "User" that created it.) This means you cannot delete or manage that User's "Smart List". (Apparently, "Smart Lists" are only seen by the User/Admin who created it. That is, until they share it with others in the same Location / Sub-account by going into the "Manage Smart Lists" area and clicking the "Share" icon & choosing some options.) Security Risk: Most Admins want to manage their Users' access to potentially confidential and/or sensitive information & controls within the HighLevel Location / Sub-account. Should a User need help removing / deleting any "Smart List" from their account, an Admin would need to turn [ON] the "Settings" toggle in "User Permissions". This would expose the confidential and/or sensitive information & controls within the HighLevel Location / Sub-account while allowing the User to also gain access to the necessary "Manage Smart Lists" area found in "Contacts" giving the User the ability to delete (or manage) whatever "Smart Lists" they wanted to.

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.

We are facing a major limitation while using GoHighLevel for our financing company. Our business follows a clear hierarchy structure: One Admin Multiple Managers Multiple Users under each Manager Currently, GoHighLevel does not support a true hierarchy system at the sub-account level. What we need is a way to assign users to managers during onboarding, so that each manager can view and manage only the leads and opportunities of their own team, not those of other managers. At the moment: If managers are given Admin access, they can see all contacts and opportunities, including those belonging to other managers’ teams. If managers are added as Users (or Followers), they cannot properly filter opportunities in the Opportunities tab and are unable to view their team’s data in a structured way. There is no native option for a manager to filter or manage opportunities by their assigned users only. Requested functionality: Ability to assign users to a specific manager. Managers should only see contacts, conversations, and opportunities belonging to their assigned team. Managers should be able to filter opportunities by their team members. Admins should retain full visibility across all managers and teams. This type of hierarchy and visibility control is essential for companies with structured teams like financing, sales, or call-center–based businesses. Implementing this would significantly improve workflow control, data privacy, and scalability for growing organizations.

I'm so surprised this isn't a feature. There should be an option to hide custom menu links for certain users in sub accounts. Literally just need to add a new tab for 'custom menu links' that can be toggled on and off.

We would like to request a feature that allows admins to mark users as Active or Inactive specifically for lead assignment. Problem: Currently, leads can still get assigned to users who are inactive (on leave, logged out, or not handling leads), especially when using split logic or round-robin workflows. This results in delayed responses and missed follow-ups. Requested Solution: Add a simple Active / Inactive toggle at the user level When a user is marked Inactive, they should be automatically excluded from all lead assignment actions (round robin, split, workflows, etc.) Once marked Active, they should re-enter the assignment pool automatically Impact: This will help businesses manage shifts, leaves, and availability more effectively, reduce lead leakage, and improve response time without relying on complex workarounds or manual reassignment. This feature would be extremely valuable for sales and calling teams.