- Navigating the Dashboard Permissions Interface
- Understanding Permission Levels and Their Implications
- Setting Up Private Dashboards and Managing Ownership
- Saving Permissions and Setting Default Dashboards
- Final Thoughts and Additional Resources
Navigating the Dashboard Permissions Interface
To get started, go to any sub-account and navigate to the dashboard section. You’ll see three dots at the top right-hand side. Click on these dots and then select “Manage Permissions” to access the settings.
Here’s what you can do in this section:
- View Access Levels: Specify who can access the dashboard.
- Default Dashboard Note: The default dashboard’s view-only permission cannot be removed, making it visible to everyone. To set up a private dashboard, create one outside of the default.
If you go to a second, non-default dashboard, you’ll have full access to edit all permissions. You can also set this dashboard as the default by clicking the three dots at the top right and selecting “Set as Default Dashboard”.
Understanding Permission Levels and Their Implications
In the permissions section, you can adjust access for agency users, account admins, and account users. There are four permission levels:
- Full: Users can view, duplicate, clone, edit, set as default, delete, and manage permissions. Ideal for account admins or agency owners.
- Edit: Users can edit, clone, view, and duplicate dashboards to another sub-account (agency-level users only). They cannot manage permissions, delete, or set as default.
- View: Users can only view the dashboard. They cannot manage, delete, edit, or clone it.
- No Access: Users cannot see or interact with the dashboard.
Refer to the help documentation for a detailed table of these permissions.
Setting Up Private Dashboards and Managing Ownership
On the right-hand side of the permissions interface, you can set a dashboard to private, making it viewable only to you. The owner, typically the agency owner, has access to everything. The permissions are hierarchically structured, meaning:
- Agency users are at the top.
- Account admins are in the middle.
- Account users are at the bottom.
If you set a lower-level user (e.g., account user) to a higher permission level than a higher-level user (e.g., account admin), the system will automatically adjust the higher-level user’s permissions to maintain hierarchy. This prevents errors and ensures consistent access control.
Saving Permissions and Setting Default Dashboards
Once you’ve set your desired permissions, click “Save”. These settings will automatically apply, ensuring that users see the correct dashboard with the appropriate permissions when they log in.
To set a dashboard as the default, click the three dots and select “Set as Default Dashboard”. Confirm your change. Note that you cannot delete the default dashboard unless you set another dashboard as the default first.
Final Thoughts and Additional Resources
By utilizing HighLevel’s expanded dashboard permissions, you can effectively control who sees and manages what information within your team. This is especially useful for large teams where different departments need access to different data sets.
For more detailed information on the four levels of permissions or how to change them, refer to the help documentation or leave a comment. We hope you found this guide helpful. Thank you for reading!
