HighLevel permissions
For the HighLevel connector to work correctly in LightLead, certain access permissions in the CRM system are required.
Required permissions
An API key of type Location user is required. Rights: read opportunities, contacts, pipelines, custom fields. Binding to a specific location_id is mandatory.
Permission check
LightLead automatically checks access permissions during initial discovery. If any permissions are missing, you will see a corresponding warning in the interface.
Detailed list of permissions
| Permission | Description | Requirement |
|---|---|---|
| Read entities | Access to the list and content of deals/orders/leads | Required |
| Read pipelines | Access to the list of pipelines and statuses | Required |
| Read users | Access to the list of users/managers | Recommended |
| Read custom fields | Access to custom field settings and values | Recommended |
| Read contacts/companies | Access to related contacts and companies | Recommended |
Permission limitations
Some operations may be unavailable if certain permissions are missing:
Without pipeline permissions: reports grouped by pipeline and status are unavailable
Without user permissions: grouping by manager is unavailable
Without custom field permissions: custom fields are unavailable in filters and reports
Without contact permissions: attribution by contact data is unavailable
Updating permissions
If you changed access permissions in the CRM system, run discovery again in LightLead:
Go to the connection settings
Click Reconnect or Refresh discovery
Wait for the permission check to complete