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
M
Marko Ivkovic
Access Rights Architecture Example from other CRM with advance setup
- Access Levels (Permissions)
Each object (Contact, Pipelines + Stage, other models with data view/entry) can be configured with the following rights:
- View (Read)
- Add (Create)
- Edit (Update)
- Delete
- Export / Import
- Move to Stage (Pipeline-specific)
- View on Kanban / Stage Totals
- Roles
Access is granted per role - YOU CAN CREATE ANY ROLE you want:
- Full Access
- Manager
- Operations Level 1 (customzible)
- Operations Level 2 (customzible)
(custom roles can be added)
B
Books Open Media .
This really needs to hurry up ...
B
Basan Subedi
Very CRUCIAL feature. My Client want to give access to their staff just Documents & Contracts and not the invoicing/payments, but currently it's not possible. I'm eagerly waiting for extensive permission settings for users.
R
Romulo Pereira
CRUCIAL! Granular Access to Automations/workflows:
Let the subaccount admins choose wich automation or automation folder(s) the onboarded user may have access to.
Some of my clients need their users to add contacts to pre-built automations, and having the options to restrict which automation/workflow they can add contacts to will prevent misuse of the platform and acidents.
Looking forward to this one BIG TIME! 🤞�
R
Ryan Mayiras
Would love the ability to restrict users from customizing their own email signatures.
D
Drew Carmichael
Is this considering the opportunities window, having pipeline hiding? So some users cannot see a pipeline?
D
Dereck Johnson
Payments:
- View Only
- Assigned Data Only (Can only see payments/invoices associated with contacts assigned to that user.)
C
Corina NITU
Also it is interesting granular permissions on pipeline in the same sub account because there are clients with different teams working on differnt pipeline in same subaccount. Thank you
A
Andrew Madsen
We need the ability to limit users ability to bulk text contacts instead of just changing from Admin to User
R
Rashid Huseyn
This should be of a very high priority, as it directly impacts the ease of use for customers.
Many permission options are lacking, some are absolutely annoying.
Quizzes have been impossible to turn off since their release, making sites tab visible for users who do not need the additional tab.
Manual actions are impossible to disable
Appointments are visible in conversations for users who do not have access to appointments
And much more small stuff
I just can't wait for this, but it has been marked as in progress since December 2023. The updates to the permissions have been good but never extensive and complete.
G
Greg Hadley
Rashid Huseyn yeah its pretty crazy that its been 'in progress' that long. I also vaguely remember watching this being announced at one of the high level summits like 2 years ago
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