User Permissions - More Granular | Voters

User Permissions - More Granular

in progress

Anthony CRM Admin

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

December 31, 2022

Mohammad Kamal

This is an essential feature. At present non admin users have access to master settings and it is quite dangerous. All settings should be restricted to admin user. Or as in the original request, we must be able to restrict certain users from not accessing or changing the setting features under each module.

Darlene Silvas

Granularity in User Roles and permissions is a must.  
It is HIGH RISK to have a user be given access to account setting just becase the user needs access to make changes to custom fields or custom values or survey and form builder.  
No one besides the Admin should be able to see or change MY BUSINESS OR BUSINESS SERVICES section.  The additional options under OTHER SETTINGS should be an available optional that an admin can provide to a user or user access.  
Not all staff is an admin and not all staff is just a user.  Some users can be hired as freelancers or tech staff and they may need access to Other Settings to help facilitate the functionality of the sub-account. 
There should also be the following options available for every permission setting: View, Edit, Create and Delete. 
Right now it only it groupd the ability to view and manage all together.

Joel Rduch

Sub-Account Admins which run under an GHL Agency Account should not be able to give themselves access to features which are declined when the admin was created.

Becki DeVall

Please add the ability to restrict the entire Sites area and not just Funnels. There is no way to keep them from seeing forms/surveys, etc. Within Marketing, Snippets, Countdown Timers, Trigger Links and Brand Boards need to the ability to be toggled off within that area.

Mike Brown

Would like the option to give users access to the billing page. We've had situations where we can't split the contacts up appropriately because they need access to the billing, but if we make them an admin they can access all the leads obviously

TXF Admin

Permissions in the media library for folders, just like we have in workflows

J Gray

Granular permissions for Custom Links would be super helpful

Carlos Javier Alvarez

There's something wrong with the system and I don't know why it hasn't been fixed.
It turns out that you give Administrator access to the owner of a subaccount and restrict some features.
As an administrator, he should create the accounts for all the users he wants to add, and these should have the same or fewer permissions than his own.
It turns out that the administrator can give permissions to other users that he doesn't even have.
It's illogical, please fix it 🙏

Christina Hawkins

I see this is already going live soo but I'd like to see View & Manage separated

Mark Hoffman

ability to disable launch pad for users of sub accounts.

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