Users & Permissions

Ability for admins, or at least agency owners, to see user activity (e.g. login, logout, WF updates, site updates, etc.). Important to see which users are engaged and which are dormant. Bonus: WF trigger on user engagement level, i.e. if a user's engagement level drops below x or rises above y, etc.

E.g sales, marketing, admin, analyst, developer etc

The Problem: Businesses with rotating sales teams and multi-location operations are currently forced into an impossible choice when it comes to user permissions: Give a team member full CRM access → they appear in the contact owner dropdown permanently, even after they leave the company Restrict their CRM access → they can't make/receive calls, work leads, or use the platform meaningfully There is no middle ground. For businesses replacing a dedicated calling solution (like a softphone or carrier-provided calling app) with this platform, this is a critical blocker. Our specific situation: We operate 12 store locations with ~30 team members. Sales staff rotate. The store is the permanent entity — not the individual salesperson. We need store-level contact ownership to persist even as individual staff come and go. Currently, every user added gets injected into the contact owner dropdown across the entire account with no way to exclude them. The Request: Create a new user role type — "Sales/Field User" — with the following characteristics: ✅ Can make and receive calls through the mobile app ✅ Can send and receive SMS/texts ✅ Can view and work contacts assigned to them ✅ Can create and update opportunities on assigned contacts ✅ Can log notes and tasks ❌ Does NOT appear in the global contact owner dropdown ❌ Cannot take ownership of contacts account-wide ❌ Cannot access unassigned contacts outside their scope This would effectively function as a "calling + assigned leads only" role — perfect for field sales reps, store employees, and rotating staff who need phone functionality without polluting the CRM's contact ownership structure. Why This Matters: This gap is currently preventing multi-location businesses from fully replacing dedicated calling solutions (Verizon One-Talk, RingCentral, etc.) with this platform. The phone system infrastructure is solid — A2P, SHAKEN/STIR, number porting, mobile app — but without proper user role scoping, it cannot function as a true business phone replacement for teams where personnel turnover is normal. The platform's vision is to be an all-in-one system. This role type is a necessary building block to make that vision reality for any business with a field or sales team. Upvote if your business needs: Sales reps who can call/text without cluttering contact ownership Multi-location user management without shared logins A replacement for standalone calling apps within this platform

I would like to allow others to create invoices while they are out in the field, but I dont need them able to see grand totals and past invoices or have control to change items without admin permission.

Small business owners also employ people and provide salary to them. If we add the HR features such as employee timesheet tracking and payroll processing for team members in Go high level, then our platform will be even more appealing to small business owners who wants to use our platform.

The new Feature: The ability to create different User Types and User Roles for different Sub-Accounts. Example: Staff member Tony has access to 2 different sub-accounts. Sub-Account 1 Tony is a Type: Account and Role: Admin. Sub-Account 2 Tony is Type: Account Role User. Use Case: This allows you to control staff members when training. This also eliminates having to set up a staff member with 2 separate log ins where they do not have to log in every time to just switch between sub-accounts.

There should be an option to make certain custom fields lockable once information has been input (manually or through an automation). There are a lot of use cases for this but the most obvious one for me is to lock the custom attribution fields we have created (not the standard GHL ones) so that this information cannot be updated after it is entered. In my use case we track both first and last attribution and I want the "first" fields to be locked once info have been input so that no team member or automation can update this after the fact. The reason the this is important is that: A. I want accurate data, and... B. I want to make sure no team member can edit these as my team are compensated on commission based on where the lead was originally generated from. If you would like any further info on this shoot me a message and I will happily get on a call to walk the team through my personal use case.

It should be possible to give a user just the permissions to view and manage their own campaigns, workflows, and funnels. Meaning, I don't want the user to be able to view or manage campaigns, workflows, and funnels created by or owned by other users. I need them to be able to send out to specific smart lists of contacts and communicate with them via only their own campaigns, workflows, and funnels or ones we give them access to. Example - having to give access to literally everything just so a copywriter can send out one email. That's crazy.

An amazing new feature would be just to allow the agency to hide specific menu items from locations. Currently we can do this but only via custom css

Ability to bulk add users at the agency and sub-account level.