Users & Permissions

“Communities” and “Client Portal” are new features, but they aren’t listed under MyStaff>Team Management>User Permissions so they can not be hidden and thus are accessible by all users. Cross ref: Bug in SaaS Configurator

Desired Result / Issue Resolution: "Manage Smart Lists" should not be affected at all by the "Settings" toggle under User Permissions. Instead, it should be affected by the "Contacts" toggle in User Permissions. -------------------- Issue Description: Currently, when the "Settings" toggle is turned [OFF] in a User's Permissions, the "Manage Smart Lists" sub-page in the "Contacts" dashboard disappears. This prevents the User from being able to edit, share, or delete their own "Smart List" / "Saved Filters" in the "Contacts" dashboard view. The issue is compounded because a "Smart List", once created, is not accessible to anyone but the User who created it. Not even Account or Agency Admins can access a User's "Smart List" / "Saved Filter" by default. Should the User want to delete their own "Smart Lists", in this scenario, they would be prevented from doing so - unless the User Permission for "Settings" was turned [ON] (which is NOT acceptable due to what the actual Settings menu includes by default, and a "User" should not have access to). STEPS TO REPLICATE ISSUE: Create new Team Member of type: "User". Open an incognito browser tab and log into the SaaS with the User account's credentials. In a different browser tab where you are logged in as an Admin or Agency Admin, turn [OFF] the User Permission "Settings" toggle for the 'test User' you logged in with in Step 2. Save the changes to the User. Switch to the incognito tab from Step 2 where you are logged in as the "User". Refresh the page. Navigate to Contacts in the left menu. Notice you do not have the "Manage Smart Lists" tab/page/section. Now create a new "Smart List" / "Saved Filter". Make sure that shows up next to where the "All" button is at the top of your Contact List. Notice you have no way to delete this newly-created "Smart List". In the other browser tab where you are logged in as an Admin / Agency Admin, go to the "Contacts" area. Notice that the "Smart List" you created in Step 4 is not shown. (It is only shown to the "User" that created it.) This means you cannot delete or manage that User's "Smart List". (Apparently, "Smart Lists" are only seen by the User/Admin who created it. That is, until they share it with others in the same Location / Sub-account by going into the "Manage Smart Lists" area and clicking the "Share" icon & choosing some options.) Security Risk: Most Admins want to manage their Users' access to potentially confidential and/or sensitive information & controls within the HighLevel Location / Sub-account. Should a User need help removing / deleting any "Smart List" from their account, an Admin would need to turn [ON] the "Settings" toggle in "User Permissions". This would expose the confidential and/or sensitive information & controls within the HighLevel Location / Sub-account while allowing the User to also gain access to the necessary "Manage Smart Lists" area found in "Contacts" giving the User the ability to delete (or manage) whatever "Smart Lists" they wanted to.

My agency does not use Sites and Membership features for our clients. Therefore, I'd like to be able to toggle off these sections for my clients.

It was like that but GHL changed It! It does not make any sense the user see, filter and complete the tasks from every other else! Is it a bug?

I'm not sure if this is a bug... but I created a test user for a sub account with NO user permissions to see what the account could still see and access... Even with settings disabled (and a hard refresh of the browser) the account can still access the settings area and then Click on Conversation AI (which I can't seem to find how to disable since its different from Content AI) visit the App Marketplace etc. I then changed the user role from Admin to Account-User... which removed the Marketplace access however Integrations and Conversation AI still appear? Anyone know how I can truly disable access to these for a user role? As an interesting test, I then activated contacts but left conversations disabled... and both still appeared as well... but if contacts gets disabled conversations goes away.

for some reason if an Admin that only has access to a few features on their sub-account quick adds a user via the launchpad, that user will be added with ALL of GHL's features, this makes it frustrating if I want to limit what my clients can do with GHL as it means I have to manually add users for my clients. Also should be an option to set a 'default' user permissions per sub account.

When an admin user is being added into a subaccount he receives the email that a new user has been added into subacc. https://i.imgur.com/GoemqCs.png It should be improved and exclude the user himself receiving this email. You can send it to other admin users in that subacc (if they exist) but not to the just being added admin user

Making people have to be an agency owner when they get a HL account is extremely confusing for users who are NOT agencies. I am a business coach and have so many business owners who are clients that have nothing to do with being an agency. Using the language where you are calling them an agency, making them have an agency account, and then building a subaccount so that they can use the system is extremely confusing. If people have an actually agency, let them get set up as an agency at the purchase point. If they are individual users and will NEVER be an agency, just let them be a user, similar to how Click Funnels does it. There is zero confusion, and that is the standard. Even as a marketer, when I came into HL, it took me a week to wrap my head around this hierarchy. I couldn't understand for the life of me why I had to have an agency account when I am not an agency nor desire to be an agency. You have many ideal customers who are Click Funnels clients who are very interested in coming over to HL. Fix this point so they come over and stay instead of not moving forward with their free trial because they are confused and literally can't understand it. Business owners are saying that HL is way better than CF, but it is more confusing and does much more. The confusion starts for people the moment they get into their account, and they are told they are an agency and need to create a subaccount. Just let them be a user that is not an agency that does not need a subaccount, nor does it even need to know that the concept of a subaccount exists. I hope you take this seriously because this is 100% validated feedback from a business coach who is in conversation with thousands of clients through my programs.

A couple of weeks ago, when I was added as a staff member to a GHL account (Account B), I was sent an email with a link and I could set up my password instantly. However, now when I click the link, it is either accessing other cookies or ?? from Account A and the window that opens "recognizes me" from Account A which is a completely different GHL account (I'm speaking of two GHL accounts, not two locations in one GHL account). In the end, the password I enter changes the password in Account A and I am not able to access Account B until I get on a Zoom call with the Agency owner of Account B and walk them through manually setting up a password. This was not the case a couple of weeks ago ... I have access as a staff member to 8 other GHL accounts and am able to work on their Funnels (that's my job). But now it's a real pain to get access because the set up no longer works. https://www.loom.com/share/415f9fcb1a614e3cb9c9d5779e53bf22?sid=b738fd42-7342-4604-a9fb-a6f78a1c0e67

Right now, I can't have my team added to multiple sub-accounts because GHL says they're already added on another account. If I need team members to access specific sub-accounts or even across agencies, I cannot currently invite them or add them as staff due to this limitation.