Manage GoHighLevel Payment Permissions

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Manage User Permissions for Payments in GoHighLevel

When you manage client work across tools like ClickUp and GoHighLevel, it is crucial to control who can access billing and payment data. This step-by-step guide explains how to assign user permissions for the Payments module so you can protect financial information while still letting your team handle invoices, subscriptions, and transactions efficiently.

The instructions below are based on the official Payments permissions documentation from the GoHighLevel help center. Follow each section carefully to configure access for admins, users, and team members inside your account.

Understanding GoHighLevel Payments Permissions

The Payments module in GoHighLevel centralizes invoices, subscriptions, transactions, and payment-related settings. Because this data is sensitive, permissions must be granted intentionally at the sub-account level.

By configuring the correct permissions, you can:

  • Restrict access to financial dashboards and reports
  • Allow only trusted users to manage invoices and subscriptions
  • Prevent unauthorized refunds and adjustments
  • Maintain accurate records for accounting and reporting

Permissions are managed per user, so each team member sees only the Payments features they are allowed to use in GoHighLevel.

Accessing User Settings in GoHighLevel

To configure Payments permissions, you first need to open the user’s settings in your GoHighLevel sub-account.

  1. Log in to your GoHighLevel account.

  2. Navigate to the specific sub-account where you want to update permissions.

  3. Click the settings or user management area (commonly labeled as Settings or Teams depending on your layout).

  4. Locate the user whose Payments permissions you need to adjust.

  5. Open that user’s profile to reveal their permission controls.

Once the user profile is open, you can assign detailed access to the Payments module features provided by GoHighLevel.

GoHighLevel Payments Permission Levels Overview

In the Payments section, permissions are usually grouped by capability. The structure may include toggles or checkboxes that enable or disable individual actions within the module.

Typical Payments permissions you can manage in GoHighLevel include:

  • Access to the Payments dashboard
  • Viewing and managing invoices
  • Viewing and managing subscriptions
  • Viewing transactions
  • Issuing refunds or canceling payments
  • Managing stored payment methods or customer records (within Payments)

Admins may have full access by default, while regular users might require specific switches to be turned on. Always verify the current settings for each role inside your GoHighLevel sub-account.

How to Enable Payments Access in GoHighLevel

Use the following general steps to grant a user access to the Payments module. The exact labels in your interface may vary slightly, but the structure is consistent across GoHighLevel accounts.

  1. Open the user profile in your sub-account.

  2. Scroll to the permissions or roles section.

  3. Locate the Payments or Payments Module category.

  4. Enable access to the Payments dashboard so the user can see the overview screen.

  5. Turn on any specific permissions required, such as:

    • View Invoices
    • Create and Edit Invoices
    • View Subscriptions
    • Create and Manage Subscriptions
    • View Transactions
    • Issue Refunds or Manage Transactions

  6. Save your changes to apply the new Payments permissions to the user.

After saving, have the user log out and back in to ensure their GoHighLevel account reflects the latest permissions.

Configuring Read-Only vs. Full Access in GoHighLevel

In many workflows, some users only need to see Payments data, while others must create or modify records. When assigning GoHighLevel permissions, separate read-only access from full management access where possible.

Read-Only Payments Access in GoHighLevel

Provide read-only access when a user needs visibility but should not alter billing information. To configure this type of access:

  • Turn on view permissions for invoices, subscriptions, and transactions.
  • Leave off any options related to creating, editing, or deleting records.
  • Disable refund capabilities and settings management in the Payments module.

This setup is ideal for managers or analysts who need to review revenue and performance without touching live billing data.

Full Payments Management Access in GoHighLevel

Grant full access to users who actively manage billing operations. With full Payments permissions, a user may:

  • Create and send invoices to customers
  • Set up and update subscriptions
  • Apply discounts or adjustments where allowed by your policies
  • Review and reconcile transactions
  • Process refunds in line with your business rules

Limit this level of access to trusted finance team members, senior account managers, or administrators within your GoHighLevel environment.

Best Practices for Payments Permissions in GoHighLevel

To keep your financial data secure and your workflows efficient, follow these practical tips when assigning Payments permissions in GoHighLevel.

Use Role-Based Access Whenever Possible

If your GoHighLevel setup uses roles, configure Payments permissions at the role level first. Then assign users to those roles instead of customizing every user individually. This keeps your permissions consistent and easier to audit.

Limit Refund and Delete Capabilities

Refunds and deletions have significant financial impact. Restrict these actions to a small group of trusted users. Regularly review which team members can:

  • Issue refunds
  • Cancel subscriptions
  • Delete invoices or transactions (where applicable)

Adjust access if responsibilities change or if users move to different teams.

Audit GoHighLevel Permissions Regularly

Schedule periodic reviews of Payments permissions inside your sub-accounts. During each audit:

  • Confirm that each user still needs the level of access they have.
  • Remove Payments access from inactive or temporary users.
  • Align permissions with any new company policies or legal requirements.

Routine reviews help keep your GoHighLevel configuration secure and compliant.

Troubleshooting Payments Access Issues in GoHighLevel

If a user reports that they cannot see or use the Payments module, work through the following checks:

  1. Verify that they are in the correct sub-account.

  2. Open their user profile and confirm that the Payments category is enabled.

  3. Check each sub-permission (invoices, subscriptions, transactions, refunds) for the required access level.

  4. Ask the user to log out and back in after changes.

  5. If the issue persists, compare their settings to a working user with similar responsibilities.

For interface-specific details, screenshots, or newly added capabilities, you can reference the official GoHighLevel help article on assigning user permissions for the Payments module: GoHighLevel Payments Permissions Guide.

Additional Resources for Optimizing GoHighLevel Workflows

Once your Payments permissions are configured, you can focus on improving your overall CRM and marketing automation setup. For strategy, implementation support, and systems optimization around GoHighLevel and related tools, consider reviewing the resources at Consultevo, which offers consulting and implementation services for digital agencies and service businesses.

With properly configured Payments permissions, your GoHighLevel account will keep sensitive billing data secure while enabling your team to manage invoices, subscriptions, and transactions smoothly. Review permissions regularly and adjust them as your team structure and billing workflows evolve.

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