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As your agency grows, you'll need to create GoHighLevel Sub-Accounts for your clients.
In this guide, we’ll take you through the step-by-step guide process you must follow to create sub-accounts while using this CRM software.
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What are GoHighLevel Sub-Accounts?
GoHighLevel sub-accounts are accounts that can be created inside an Agency account for a particular client or location.
If you’re servicing many clients in your agency, this feature is perfect for you.
Each client of yours can have a separate sub-account containing all the funnels and campaigns tied to their business. This makes it easy to stay organized and manage things properly.
For the Starter Plan, you’re only allowed to have one account. But for the Unlimited Plan, you can create any number of sub-accounts in your account.
Now, let’s take a look at how to create a sub-account in the GoHighLevel platform.
How to Create GoHighLevel Sub-Accounts?
In order to create a new sub-account for your client in GoHighLevel, here is a step-by-step guide you can follow:
- First, log into your GoHighLevel agency dashboard.
- Once you’re logged in, click the “Sub-Accounts” settings option located on the left pane. This will open up the GoHighLevel Sub-accounts page.
- Click the “Add Sub-Account” button. A list of Snapshots that you can use for the new sub-account will pop up.
- Select a suitable snapshot for the clients’ industry to leverage the plug-and-play automation systems. Otherwise, use a blank snapshot.
- Next, you need to either search for the business location through the map or enter all the required business information manually. Add details such as company name, address, name of the user, email address, phone number, and website.
- After entering all the details, hit “Save”.
Bingo! Your new GoHighLevel sub-account is now created. You can forward the login URL, email, and password to your customer so they can access their dashboard.
To access it in your Agency account, hit the “Click Here To Switch” button located on the left sidebar.
If you’re looking to automate the creation of new sub-accounts via HighLevel Public API, check out this guide.
Note that this custom process requires an advanced Zapier integration and an Agency Pro (SaaS Mode) Plan subscription.
If you’re confused, reach out to the support team or check out the GHL developer website for more information on the API documentation and setup guide.
Verdict: Why Do You Need Sub-Accounts in GoHighLevel?
GoHighLevel sub-accounts will help you stay organized while running your agency. For each client you serve as an agency owner, you can have mini-accounts that are tied to your business account.
And it’s pretty easy to create a user account — just go to your agency account, click on sub-accounts, add business details, and create it. Instead of starting from scratch, you can also use a suitable, industry-specific snapshot and get access to done-for-you campaigns.
