What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The GoHighlevel platform offers every tool needed to run a business successfully at a fixed monthly cost. The GoHighlevel platform allows you to Whitelabel their software so agencies can use this platform and brand it like it was their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically agencies would perform a job for their client like building a website or running Facebook ads only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now with GoHighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services and your client continues to pay for these each month like a utility creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
What is a WorkFlow?
A workflow is a predefined sequence of automated steps or actions designed to streamline and optimize a specific process or task. It typically involves triggers, conditions, and activities that dictate how data or information flows within a system. Workflows automate repetitive tasks, ensure consistency, and improve efficiency by reducing manual intervention. They are commonly employed in various industries, such as marketing, sales, customer service, and project management, to simplify complex processes and achieve desired outcomes systematically and organized.
The GoHighlevel platform is an excellent solution that covers all industries above. The workflow builder is the core integration tool of GoHighlevel, so the platform has built extensive triggers and actions within the workflow automation to access any data available within the CRM and help automate tasks for the client. The workflow feature allows the agency owner to increase business operations and help the support team by standardizing business processes. So using the platform, even a small business owner can have a competitive advantage by using the same tools that were only available to “Big Businesses”. Let’s look at how to get a workflow setup in Gohighlevel.
How to set up WorkFlow Permissions in GoHighlevel?
To access workflows in the GoHighlevel platform, use the menu and go to the Automation tab. Here you will see a list of individual workflows and folders to organize workflows. When dealing with workflow permissions, you can only configure permissions at the folder level. Every GoHighlevel account is allowed unlimited workflow and folder creation.
GoHighlevel agencies use Workflow folders to deploy their workflows to their clients. The workflows that get deployed often take a considerable amount of time and resources to create, so if they are deployed and not protected, then the client would have access to manipulate them or even copy them to give to another company without the Agency’s permission regardless of what any signed contract the agency may have with the client.
GoHighlevel has listened to the agencies that use the platform and created security around workflows that agencies can implement to protect their intellectual property. Once you are in the automation area, make a folder to deploy your workflows. For this example, we will use the “Automation Workflow” folder.
To set permissions, click on the three dots to the right of the folder name and select Manage Permissions. You will then get the option of what security level you want to set. Let’s discuss them.
You are allowed to set four permissions levels for workflows.
This role would be an admin at the Agency level. In a larger agency, this would not be realistic because only the Admin could deploy or change the workflows for a client. The admin would delegate this to an agency user account.
The role has to be a user at the agency level, so this could be an employee or even a virtual assistant that gets work delegated to them to handle client affairs.
This user is at the client or sub-account level and typically is the first user account created by the GoHighlevel platform when the account was created. You can also configure any other staff or user account at the client to be an admin. This role is not an excellent choice for agency workflows because the client would have access to the workflow, which we are trying to prevent.
This role allows any user in the GoHighlevel platform to access, change, or even delete the workflow from the system. If the workflows used are business critical, this should not be allowed to protect the business automation.
Once the permission has been set on the workflow folder, you can tell visually that it has been changed because the folder icon will change.
A user without the appropriate permissions will be able to see the folder, just not be able to access it or change any settings. The workflow will still work as intended, even if client staff can’t access it. Here is what the client account sees when the permissions have been set. Notice how the folder color changes to red, and the menu options are greyed out.
GoHighlevel WorkFlow Permissions Conclusion
As an agency owner, you want to help support your clients and provide the best automation to help them reduce costs and speed up their internal processes. You should not leave yourself open to having your intellectual property regarding your workflows exposed to clients who, in turn, could allow your competition or even other non-clients to access your business logic developed by your team. GoHighlevel answered the agency owner’s request and created a permission structure that protects everyone. Permissions can not only protect the agency but can also protect their clients from inadvertently deleting or even changing the logic inside them.
The GoHighlevel platform provides an intuitive user friendly interface for the workflow builder and easily integrates with any sales pipelines the client may have. This Gohighlevel automation meets business needs and also increase productivity and increase efficiency.
Thank you for reading my article, and have a great day.