How to Manage GoHighLevel Dashboard Permissions
In this guide, you will learn how to manage dashboard permissions inside GoHighLevel step by step. While some teams also use ClickUp or other project tools to plan workflows, the actual permission changes for dashboards must be made directly inside your GoHighLevel account.
The dashboard permissions feature lets you decide whether sub-account users can view, create, edit, or delete dashboards. This is controlled at the agency level and affects how dashboards behave inside every sub-account.
What GoHighLevel Dashboard Permissions Do
Dashboard permissions in GoHighLevel allow agency admins to set global rules for dashboards. These rules apply across sub-accounts and define what users can do with dashboards on the reporting home screen.
With the proper setting, you can keep dashboards fixed for your team or allow them to customize the view based on their role.
Main GoHighLevel Permission Options
The dashboard management feature includes two key permission options:
- Allow view-only dashboards: Users can see dashboards but cannot change them.
- Allow full dashboard management: Users with the right role and permission can add, update, or delete dashboards.
These options are toggled at the agency level and then enforced in sub-accounts.
Requirements for Changing GoHighLevel Dashboard Permissions
Only specific users can adjust dashboard permissions in GoHighLevel.
- You must be an agency admin.
- You must be logged in to the agency view, not a sub-account.
- You need access to the settings area where account-wide preferences are stored.
If you are a sub-account user without agency-level access, you will not see these options and must contact an agency admin to request changes.
Step-by-Step: Configure GoHighLevel Dashboard Permissions
Follow these steps to manage dashboard permissions from the agency view. This determines how dashboards behave for all sub-accounts.
Step 1: Log in to GoHighLevel as Agency Admin
- Sign in to your GoHighLevel agency account.
- Make sure you are in the Agency level view, not inside a specific location or sub-account.
Only the agency interface includes the global dashboard permission controls.
Step 2: Open Agency Settings
- From the left-side navigation, go to the Settings area in your agency view.
- Look for the section where platform or lab features are managed. In GoHighLevel, this area typically holds advanced toggles that affect all accounts under the agency.
You should see an option related to dashboard management or dashboard permissions once you are in the correct settings screen.
Step 3: Choose the Dashboard Permission Mode
Inside the settings, you will find a control that lets you decide how dashboards can be managed throughout your agency’s sub-accounts. You will have two main choices:
- Restrict dashboards to view-only:
- Dashboards are visible to users.
- Users cannot create, edit, rename, or delete dashboards.
- This is recommended when you want consistent reporting across all users and locations.
- Allow full dashboard management:
- Users with dashboard access can create their own dashboards.
- They can edit existing dashboards.
- They can delete dashboards if their role permission allows it.
- This is best when teams need flexibility to customize reports.
Select the mode that fits your agency’s internal process and reporting needs.
Step 4: Save Your GoHighLevel Settings
- After selecting the preferred dashboard permission mode, click the button to Save or Update your settings.
- Wait for the confirmation that changes have been successfully applied.
These settings now take effect for dashboards across all sub-accounts under your agency in GoHighLevel.
How Permissions Affect Sub-Account Dashboards in GoHighLevel
Once the agency-level dashboard permission is set, it controls what can happen in each sub-account’s main reporting dashboard.
View-Only Dashboard Mode
When dashboards are restricted to view-only:
- Users can still access the dashboard and see all available widgets and data.
- The UI options to add, remove, or edit dashboards are hidden or disabled.
- Team members experience a stable, unchanging reporting layout.
This is helpful when you have standardized KPIs and do not want team members to change widgets or reporting layouts per location.
Full Dashboard Management Mode
When you enable full dashboard management in GoHighLevel:
- Authorized users gain controls to add new dashboards.
- They can personalize dashboards with different widgets.
- They can rename and remove dashboards as needed.
Use this mode when you want each sub-account or team member to have a flexible dashboard that matches their daily workflows.
Best Practices for GoHighLevel Dashboard Permissions
To keep your reporting consistent and secure, consider these best practices when setting dashboard permissions:
- Start with view-only: Apply view-only mode first so you can design a standard dashboard layout at the agency level.
- Assign roles carefully: If you allow full management, limit it to trained users with appropriate roles.
- Document your rules: Use an internal SOP (possibly tracked in external tools like your project system) that explains how to request dashboard changes.
- Review permissions regularly: When staff or clients change, revisit the dashboard setting to ensure access levels still match your needs.
Where to Learn More About GoHighLevel Dashboard Features
For the original reference article and the latest product behavior, see the official help center documentation here: How to manage dashboard permissions in GoHighLevel.
If you need strategic help implementing reporting processes, automation, or wider CRM workflows, you can also visit Consultevo for consulting and implementation support.
Summary: Controlling Dashboards in GoHighLevel
Managing dashboard permissions in GoHighLevel is handled from the agency view and determines how every sub-account interacts with dashboards.
- Only agency admins can set dashboard permissions.
- You can choose between view-only dashboards or full dashboard management.
- The selected mode applies across all sub-accounts under your agency.
- Use view-only for consistent reporting; use full management for flexible, user-defined dashboards.
By configuring these options correctly, you ensure your team has the right balance of control and consistency when working with dashboards inside GoHighLevel.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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