User Permissions - More Granular
in progress
A
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
Log In
A
Antony Loomans
We need Billing Only Users
Having a sub account settings > billing only permission only to allow VA's and book keepers to access invoices is important.
The updated permissions are great but need full granularity please
K
Keith Besherse
This is the level of granular permissions we need (but is only an example):
We should be able to control which assets each user is able to access and edit. Not only whole categories; also, the specific elements in those categories.
K
Keith Besherse
B
Brandon Fertig
The level of granularity with current permissions is extremely weak. For example, all members are able to modify the Google Business Profile integration (nuts). Another example: you cannot restrict users from accessing Documents if you allow them to access the Payments section (which is vast; not even sure why Documents would be here).
T
Tara Bulum
Yes, having a user access to media folder, without having to give them access to settings is essential.
F
Funnel Gorgeous Support
With the arrival of new granular permissions in Labs, we were hoping this would help solve the most common user permission issue we run into in our large agency: needing different user permissions in different sub-accounts for the SAME user.
The context is that we have a lot of service providers in our agency who are connected to multiple client sub-accounts.
However if one of their clients changes their user permissions within that client's sub-account, it changes the user's permissions in all the other sub-accounts the service provider is in, too - even if the service provider owns their own sub-account in which they are the primary user.
Adding a link to another post with similar feedback to loop it all into this thread: https://ideas.gohighlevel.com/users-permissions/p/different-user-permissions-across-subaccounts
B
Brian Pappalardo
Funnel Gorgeous Support We're running into this as well. We have a situation where someone is an admin in their own account and they also need to be a user in another client's account. We're having to do some really wild workarounds to try to make this work.
M
Michael DuPree
Funnel Gorgeous Support Yes! This! Any workarounds you're using now? Ideas appreciated! :)
B
Brandon Fertig
Funnel Gorgeous Support The level of granularity with current permissions is extremely weak. For example, all members are able to modify the Google Business Profile integration (nuts). Another example: you cannot restrict users from accessing Documents if you allow them to access the Payments section (which is vast; not even sure why Documents would be here).
Core Platform
Merged in a post:
Tag Permissions - Visibility Setting
G
Gracen Duffield
For each tag, it would be helpful to have a setting that shows if it is visible to users or just admins.
This could be accomplished at a tag folder level. Tags in specific folders could be set to global-visibility or admin-only visibility. The default should be configurable.
This way, the tags that are used for processing leads would be invisible to average users, but visible to admins.
Core Platform
Merged in a post:
Change default user permissions for new accounts
r
ricky@metricdrivenmarketer.com
I have white labelled GoHighLevel and offer it to my audience. I have purposely simplified my white label offer to focus on the website builder.However, when customers sign up for an account via my order form and Zapier creates their new account, they get all user permissions by default and I then need to manually disable their access to all the features I don't offer.It would be great if we could change the default user permissions for new accounts or customise it via the Zapier integration.
HIGHLVL-I-2047
Core Platform
Merged in a post:
Admin with restricted permissions should not be able to add users with greater permissions than themselves
J
JP Hogbin @ The Adviser Brand
An admin should not be able to add people with greater permissions than they have themselves. If we are giving a lower level of access to the product, with other features an upgrade (for an extra fee), they can potentially access all features without requiring the upgrade.As an example, I'm adding a business owner as an admin on a location so that they can add their employees as users.I don't want the business owner to have access to Online Listings and Memberships, therefore the users they add should not have access either.....but as an admin when they are adding employees they can give the employee access to Online Listings and Memberships.Also, Online Listings is not relevant to users outside USA so it's something we don't want to be asked about if we are outside USA.
HIGHLVL-I-3980
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