Custom Permissions and Role Access in HighLevel
HighLevel Custom Permissions and Role Access defines what each team member can access and do within a sub-account. Roles range from full admin (access to everything including Settings) to limited user roles (access to specific sections like Contacts and Conversations only). Configure roles at the agency level in Team Management settings. Proper role configuration prevents accidental changes to automation, billing, or client account settings by team members who do not need that access.
What Are Roles and Permissions in HighLevel?
Roles and permissions in HighLevel control what each team member can see and do within the agency dashboard and client sub-accounts.
An admin role has access to all settings, billing, and configuration. A standard user role may have access to Contacts, Conversations, and Calendars but not to Automation, Settings, or Billing.
Role assignment is done when adding or editing a team member – choose the appropriate role that matches the team member’s responsibilities.
Configuring Custom Permissions
Beyond the standard admin and user roles, HighLevel supports custom permission configurations – specifying which sections and actions are available per role.
Custom permissions are configured in the agency-level Settings under Team or Permissions. Define which menu items are visible, which actions are allowed, and which sections are hidden.
For agencies with specialized team structures – account managers who should only see their assigned clients, billing staff who need payment access without automation access – custom permissions create the right access boundaries per role.
Why Role Access Matters for Agencies
Proper role configuration protects client data. A team member who accidentally modifies a client’s automation sequence or changes billing settings can cause significant operational problems.
The principle of least privilege – giving each team member only the access they need for their specific role – limits the impact of accidental changes or a compromised account.
Review role assignments whenever a team member changes responsibilities or leaves the agency.
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