Permissions and data

Permissions AdaptClose asks for

HighLevel lists these when you connect. AdaptClose asks for all of them at once, because adding one later would make every connected account approve again. A feature you leave off never uses its permission.

Permission	What AdaptClose uses it for
contacts.readonly	Search contacts to link customers. Read the contact on each appointment for its name, email and phone.
contacts.write	Post notes and tasks on linked contacts. Create contacts for new customers. Add and remove AdaptClose tags. Fill AdaptClose fields.
opportunities.readonly	List your pipelines and stages for the settings page. Find a linked contact's opportunity.
opportunities.write	Update that opportunity's stage, value, and won or lost status.
users.readonly	Match members to HighLevel users, let you link reps by hand, and show who connected.
locations.readonly	Read the sub-account's name for the Integrations tile.
locations/customFields.readonly	Find AdaptClose's four contact fields by name, so they're never created twice.
locations/customFields.write	Create those four fields when you turn them on, or when one was deleted.
calendars.readonly	Read calendar names for the appointment cards in the app.
calendars/events.readonly	Read a linked rep's appointments for today.
conversations.readonly	Find conversations with new calls, when call grading is on.
conversations/message.readonly	Read each call's status, length, direction and user, and download its recording, when call grading is on.

AdaptClose asks for nothing that sends messages, changes workflows, calendars or payments, or reaches past the one sub-account you connect.

What AdaptClose keeps

• About the connection: the sub-account's id and name, the id of the HighLevel user who connected, the ids of the four AdaptClose fields, and how far call grading has read. The access token is held by the service AdaptClose uses to connect to HighLevel, and never shown in AdaptClose.
• About links: for each linked customer, the contact's HighLevel id. For each linked member, the HighLevel user's id and name.
• About graded HighLevel calls: the same as a call recorded in the app. The recording, its transcript and grade, the rep, and a customer with the contact's name.

AdaptClose doesn't copy your contact list, opportunities, appointments or other conversations. Searches and appointment cards are read from HighLevel when someone needs them.

What you'll see in HighLevel

• Notes and completed tasks on linked contacts, titled with AdaptClose.
• Opportunity status, stage and value changes on linked contacts.
• Tags starting with adaptclose: and four fields starting with AdaptClose.
• New contacts with the source AdaptClose.

What AdaptClose writes covers each one in full.

Who can do what in AdaptClose

• The account owner connects, configures and disconnects HighLevel.
• Owners and managers link reps to HighLevel users.
• Everyone can search HighLevel contacts and link customers when they record or upload a call.
• Each rep sees their own HighLevel appointments in the app.

Cut off access

• From AdaptClose: the owner clicks Disconnect on the HighLevel tile. See Disconnect.
• From HighLevel: uninstall the AdaptClose app from the sub-account. AdaptClose stops writing on its next request. See If HighLevel access is revoked.

Our privacy policy covers the rest.