š Add Role-Based Permissions + Team Management for Marketing Teams in Sub-Accounts
D
Daniel Fundi Ndaya
GoHighLevel currently handles user permissions individually within each sub-account ā with Admin and User types, and manual permission toggles. As marketing agencies, multi-client setups, and education businesses with internal marketing teams grow, this gets tedious, prone to human error, and limits scalability.
We need a smarter, team-oriented permission system.
šÆ Feature Request: Marketing Teams + Roles System
š Roles
Predefined permission profiles like:
Marketing Admin
Marketing Manager
Campaign Specialist
Content Creator
Ads Manager
Each Role would define:
What areas they can access (CRM, Conversations, Opportunities, Campaigns, Ads, Reporting, etc.)
What actions they can take (View, Create, Edit, Delete)
What records they can access (All, Owned, or Team-based)
š Marketing Teams
Groups of users organized by team responsibilities and roles.
Example:
āFacebook Ads Teamā ā 3 users with the Ads Manager role
āLead Nurturing Teamā ā 2 users with the Campaign Specialist role
āMarketing Managersā ā oversight across all teams
Teams can be assigned to:
Pipelines
Ad Accounts
Campaign Projects
Automations
Opportunities
Dashboards
Leads and opportunities should be assignable to Marketing Teams as well as individual users.
ā
Why This Matters
š Faster onboarding: Assign a role, drop them into a team
š Easier scaling: Manage permissions by role or team, not one by one
š¢ Multi-client and agency ready: Control who works on what without risking account-wide access
š Cleaner reporting: Track both individual and team marketing performance
š Better security: Consistent, reliable permission structures, reducing errors and overexposure
š Comparison to Current System:
Current GHL
- User-level manual permissions
- No teams, only individual users
- Lead/campaign assignment to individuals only
- User-based reporting only
VS
Proposed System
- Role-based permissions with inheritance
- Group users into Marketing Teams (e.g. Ads Team, Nurturing Team)
- Assign leads, opportunities, and campaigns to Teams
- Individual + Team-based performance reporting
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