Managing Granular Payments Permissions in GoHighLevel
If you are organizing work across tools like ClickUp and GoHighLevel, controlling who can access financial data is essential. This how-to guide explains step-by-step how to manage granular payments permissions so your team members only see and do what they actually need for their role.
The payments permission system is designed to protect sensitive information while still allowing users to work efficiently. By adjusting these settings for each sub-account, you can keep customer data safe, limit risk, and stay organized as your agency scales.
Understanding GoHighLevel Payments Permissions
Payments permissions define which users can view, edit, or manage payment-related information inside a specific sub-account. When set up correctly, the GoHighLevel permissions system gives you fine control over:
- Access to the Payments area in a sub-account
- Visibility of transactions, payouts, and balances
- Ability to connect or manage gateways
- Control over customer payment profiles and methods
Each team member can have a customized permission set so they see only the data necessary for their work.
Where Payments Permissions Live in GoHighLevel
Payments permissions are configured at the sub-account user level. You can adjust them for any user who has access to a specific location. These permissions are separate from general account or agency-level access, allowing very targeted control inside one GoHighLevel sub-account.
Because they are granular, you can enable or disable individual options without giving a user full admin rights.
How to Open User Permissions in GoHighLevel
Follow these steps to locate and edit payments permissions for a user:
- Log in to your GoHighLevel account.
- Go to the specific Sub-Account where you want to manage access.
- Open the Settings area for that sub-account.
- Navigate to the section where you can manage Team or Users.
- Select the user whose permissions you want to edit.
- Open the user’s Permissions panel to see all available options.
Once the permissions panel is open, you can adjust the detailed payments-related toggles described below.
Key GoHighLevel Payments Permission Options
The payments section in the GoHighLevel user permissions panel includes several distinct access toggles. These allow you to fine-tune what each user can see or do.
Access to the Payments Menu
This toggle controls whether a user can see the Payments menu in the left sidebar of the sub-account.
- Enabled: The user can open the Payments section and see additional payments-related screens as allowed by other toggles.
- Disabled: The user cannot view any payments screens or menus, regardless of other payment permissions.
Use this option if you want to completely hide financial data from certain roles.
Viewing Transactions and Balances
Within the payments permissions group, you can enable visibility into key financial data, such as:
- Customer transactions and payment history
- Account balances and payouts
- Invoices and payment status
These options are useful for roles like support, client success, or billing staff who must see payment information but may not need to change settings or manage gateways.
Managing Payment Gateways in GoHighLevel
Another critical group of permissions involves gateway configuration. Depending on how your GoHighLevel sub-account is set up, you may allow certain users to:
- Connect or disconnect a payment gateway
- Update gateway settings
- Review gateway-related errors or status messages
Only grant gateway management privileges to trusted admins, as incorrect changes here can interrupt payment collection for your entire sub-account.
Customer Payment Methods and Profiles
Granular permissions can also control access to customer-level financial data, including:
- Saved payment methods (such as cards or bank accounts)
- Customer billing profiles
- Refund or adjustment options
For security and compliance reasons, only allow users who handle billing or financial support to manage this data. Restrict these permissions for roles that do not require direct access to customer payment details.
Step-by-Step: Configuring Payments Permissions in GoHighLevel
Use this simple process to configure secure permissions for each user in a sub-account:
- Identify the user’s role. Decide whether the person is an admin, manager, salesperson, support agent, or contractor.
- Decide the minimum access needed. Determine whether the user needs to see payments, manage gateways, or only view limited information.
- Open the sub-account user settings. In GoHighLevel, go to the relevant sub-account and open the user’s permissions panel.
- Enable Payments access. Turn on the main Payments access toggle only if the user should see the Payments menu.
- Adjust granular toggles. For each payments-related option, enable only what is required for the user’s job.
- Save changes and test. Have the user log in and confirm they can reach the necessary areas but not see sensitive data beyond their scope.
Repeat this process for each team member who needs access to the sub-account to keep financial data protected.
Best Practices for GoHighLevel Payments Security
To keep your agency’s financial information secure and organized, follow these best practices when using payments permissions:
- Use the principle of least privilege. Give users the minimum payments access they need to do their work.
- Separate admin and operations roles. Limit gateway and high-level configuration permissions to a small set of trusted admins.
- Review permissions regularly. When staff change roles or leave, update or revoke their GoHighLevel access promptly.
- Document your access policy. Keep a simple internal guide that explains which roles receive which payments permissions.
Following these guidelines reduces risk while allowing your team to work efficiently inside each sub-account.
Additional Resources for GoHighLevel Users
To dive deeper into the official configuration details for payments permissions, consult the original documentation provided by the platform. You can read the full help article here: Managing Granular Permissions for Payments.
If you need help implementing a broader access strategy, automations, or integrations, you can also explore specialist support and consulting services at Consultevo.
By configuring payments permissions carefully in each sub-account, you can make GoHighLevel a secure and efficient hub for managing revenue, client billing, and financial operations across your entire agency.
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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