C
Charles Higgins
Description:
Currently, managing permissions for the Notes section (on contacts, opportunities, etc.) lacks the necessary granularity for effective team management and data protection. To better manage diverse teams and safeguard important information, we require finer, role-based controls over what users can do with notes.
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Problem & Use Case:
Different user roles within our business require different levels of access to notes. For example:
  • We need the ability to assign
    Create Only
    permissions to certain roles (like VAs or entry-level staff) so they can add new information without the risk of accidentally editing or deleting crucial historical notes logged by senior staff or other team members.
  • Other team members might need the ability to
    Create/Edit
    notes to update information as situations evolve, but should still be restricted from deleting notes entirely to maintain record integrity.
  • Full
    Create/Edit/Delete
    permissions should be reservable for administrators or specific trusted roles.
Without these distinct levels, we either grant too much access (risking accidental data loss or unauthorized modification) or restrict users too much, hindering productivity. This also makes it harder to maintain data integrity and accurate historical records.
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Proposed Solution:
Please implement the following distinct permission levels that administrators can assign to users specifically for the Notes section:
  1. Create Only
    : User can add new notes but cannot modify or delete
    any
    existing notes.
  2. Create/Edit
    : User can add new notes and edit existing notes, but cannot delete notes.
  3. Create/Edit/Delete
    : User has full control – allowing adding, editing, and deleting of notes they have access to view.
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Benefits:
  • ✅ Improve security and data integrity by limiting modification/deletion rights.
  • ✅ Prevent accidental loss of important client history or internal communication.
  • ✅ Empower administrators to configure user access precisely according to job responsibilities and trust levels.
  • ✅ Enable more secure, effective, and clearly defined team collaboration within HighLevel.
Implementing these granular permissions would be a valuable improvement for managing teams and protecting data within the platform.