User Roles, Permissions and Assigned data : Subaccount

By |May 7th, 2026|Categories: Settings|

This article will show you how to manage user roles and permissions at the sub-account level in HighLevel. You’ll learn how to control what your users can access, assign custom visibility rules, and configure powerful granular permissions for modules like Voice AI, Calendars, and Workflows. TABLE OF CONTENTS What are User Roles and Permissions? Key Benefits of Sub-account Roles & Permissions How to Set Up Sub-Account Roles & Permissions Restrict Visibility with “Only Assigned Data” Assigning Roles & Permissions Copy Permissions Between Users Module-Specific Granular Permissions Frequently Asked Questions Related Articles What are User Roles and Permissions? Sub-account user roles

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