How to Create a User or Admin for Multiple GoHighLevel Locations

To create a user or admin to manage multiple GoHighLevel sub-accounts without agency access, go to Agency View → Settings → Team. This process typically takes 3-5 minutes to complete, allowing you to assign specific locations and permissions.

• ✓Always set the 'User Type' to **Account** to prevent agency-level dashboard access.
• ✓Carefully define user permissions using the 'User Role' (Admin/User) and individual feature toggles.
• ✓Assign multiple sub-accounts to a single user for efficient management across various client locations.
• ✓Regularly review and update user permissions as roles change or new sub-accounts are added.
• ✓Test new user accounts with a separate browser or incognito window to confirm correct access levels.

Why Create Account-Level Users in GoHighLevel?

Creating account-level users in GoHighLevel allows you to delegate management tasks for specific sub-accounts without granting full access to your agency dashboard. This approach is essential for maintaining security and control over your entire agency operations. By setting up users with restricted access, you ensure that team members or clients can only see and manage the locations relevant to their responsibilities. This provides granular control, secure delegation, and flexible management capabilities for your growing team.

How to Add a New Account-Level User in GoHighLevel?

Follow these steps to create a new user or admin who can manage specific GoHighLevel sub-accounts without seeing your agency dashboard. This process ensures secure and controlled access for your team.

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Switch to Agency View — First, click the location dropdown menu found in the top-left corner of your GoHighLevel dashboard. Select Switch to Agency View to access your agency-level settings.

2

Access Team Settings — In the Agency View sidebar, scroll down and click on Settings. Next, select the Team tab from the available options to manage your agency's users.

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Start Adding a New User — Locate and click the + Add User button in the top-right corner of the Team page. This action opens the user creation form.

4

Enter User Details — Fill in the required information for the new user, including their name, email address, and phone number. Ensure the email address is correct, as this is where their invitation will be sent.

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Set User Type to Account — Under the 'Roles and Permissions' section, find the 'User Type' field and select Account. This crucial step ensures the user has no access to your agency-level interface.

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Choose User Role — Decide between User or Admin under the 'User Role' dropdown. An 'Admin' can manage most settings within assigned sub-accounts, while a 'User' typically has restricted access based on specific toggled permissions.

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Assign Sub-Accounts (Locations) — Use the search field to find and select one or more specific sub-accounts (locations) that this user should have access to. You can assign multiple locations to a single user.

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Configure Feature Permissions and Save — Customize feature-specific permissions as needed by toggling the switches for each sub-account. Once all settings are configured, click Save to create the user and send their invitation.

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What Permissions Can You Set for Account Users?

When creating an account-level user, you have precise control over their access within the assigned sub-accounts. This ensures they can perform their tasks without unnecessary privileges. The two main layers of control are the User Role and feature-specific permissions. The 'User Role' determines the general scope of access: an 'Admin' role grants broad management capabilities within their assigned sub-accounts, while a 'User' role requires you to individually enable specific features. Below the role selection, you will find toggle switches for various features like 'Conversations', 'Calendars', 'Opportunities', and more. Carefully review and enable only the features essential for the user's responsibilities within each assigned sub-account.

How to Edit an Existing Account User's Access?

You can easily modify an existing account-level user's access, roles, or assigned locations at any time. This is useful when a team member's responsibilities change or they need access to new sub-accounts.

Troubleshooting Common Issues

Common Mistakes to Avoid

• →Forgetting to set the 'User Type' to Account, accidentally granting agency-level access.
• →Not assigning any specific sub-accounts, leading to a user seeing an empty dashboard.
• →Granting an 'Admin' role when a 'User' role with specific feature toggles would be more appropriate and secure.
• →Overlooking individual feature permissions, causing the user to have restricted access for essential tasks within their assigned sub-accounts.
• →Not communicating clearly with the new user about their specific access limits and how to navigate their GoHighLevel dashboard.

Frequently Asked Questions

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