How to Manage Granular Permissions for your Voice AI Agents in HighLevel

You just launched an incredible Voice AI agent for a client. It answers inbound calls, books appointments natively, and sounds completely human. It is a revenue-generating machine. You go to sleep feeling like an absolute agency legend.

The next morning, you log in and realize a new support rep accidentally clicked into the Voice AI settings. They thought they were being helpful, but they accidentally deleted the primary goal and detached the knowledge base. Your Voice AI spent the entire morning hanging up on confused prospects. You lost thousands of dollars in booked calls because someone clicked a button they never should have seen.

You cannot scale an agency if every new hire has the keys to your most complex automations. HighLevel just launched Granular Permissions for Voice AI Agents. You can now lock down your Voice AI configurations, hide the performance dashboards, and give your team the exact access they need without risking your revenue engine. Let us secure your bots right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Access Your Team Settings

1. From your sub-account dashboard, click Settings in the lower left corner.
2. Using the left side navigation bar, select My Staff.
3. Locate the specific staff member you want to update and click the Edit (Pencil) icon.

Part 2: Locate the AI Agent Controls

1. Using the secondary navigation bar on the left, click on Roles and Permissions.
2. Scroll down until you see the AI Agents configuration block.

Part 3: Dial In The Exact Permissions

Give your team exactly what they need to do their jobs and nothing more.

1. Toggle View & Manage Voice AI Agents to grant or revoke full access to create, edit, and delete agents. Turning this off entirely hides the Voice AI menu and list view for that user.
2. Enable View Voice AI Agent Goals if a user just needs read-only visibility into the agent’s logic for support or training context, without the risk of misconfigurations.
3. Toggle View & Manage Voice AI Agent Goals to strictly control who can edit knowledge bases, post-call workflows, and advanced actions.
4. Toggle View Voice AI Dashboard to restrict or grant access to sensitive performance data, call logs, transcripts, and recordings.

Part 4: Save and Secure

1. Review the access levels you just configured.
2. Confirm your changes have been applied successfully by clicking the blue Save button. If a user’s permissions are revoked while they are actively in the system, HighLevel will immediately block further actions and show a “Permission Denied” message.

Locking down your Voice AI permissions ensures your automated call centers stay perfectly tuned as your team headcount grows.

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