A GoHighLevel agency sub-account needs to be created for each client that is added to your GoHighLevel account.
Within each sub-account, you get access to all the platform’s features and tools, allowing you to set up campaigns, funnels, contact lists, etc. according to each individual client’s specifications.
- You can create a GoHighLevel agency sub-account for each of your clients
- The sub-account keeps each client’s data and information separate and secure
- The subscription holder gets an agency account and sub-account for their agency
What Is the GoHighLevel Agency Sub-Account?
The GoHighLevel agency sub-account refers to the accounts that you create within the platform for each of your clients. Each sub-account contains specific information for the client in question, such as contact lists, campaigns, pipelines, calendars, funnels, etc.
Sub-accounts cannot be mixed together, so it is an extremely effective way to keep multiple clients’ data separate. As the overall agency account owner, you can switch between each sub-account to view and edit the information for each one.
Additionally, you can give individuals access to a specific sub-account. When they log in, they can only access the sub-account data and are not able to view or access other sub-accounts.
The number of sub-accounts you can have depends on your chosen plan:
- Agency Starter: Up to three sub-accounts
- Agency Unlimited: Unlimited sub-accounts
What Is the Difference between the GoHighLevel Agency and Sub-Accounts?
There is often confusion around the agency account and the sub-accounts. Essentially, the agency account is granted to whoever holds and pays for the GoHighLevel subscription, and a sub-account is what is created for each client.
When you purchase and set up GoHighLevel, the agency account (AKA “agency view”) is automatically generated and lets you perform tasks such as:
- Create new sub-accounts and manage existing ones.
- Import and use sub-account snapshots.
- Access prospecting tools for potential new clients.
- Set up SaaS and reselling.
- Join the affiliate program.
- Access the GoHighLevel marketplaces.
- Set up and configure the GoHighLevel app.
- View and edit your account settings (billing, subscription, services, API keys, etc.).
- And more.
When you create a sub-account, you are given a different set of tools designed to perform CRM as well as market and increase business for your clients. Here’s a brief overview of some of the things you can do:
When you use the platform, you have to get used to switching between your agency view and sub-account view to perform different tasks.
This can be done by clicking the name underneath the GoHighLevel logo in the top-left corner and selecting “Switch to Agency View” option and vice-versa.
How to Create a Sub-Account in GoHighLevel (Step by Step)
Step 1: To create a sub-account for a client, you must first ensure you are in agency view. Select “Sub-Accounts” from the left-hand menu and click on the blue “Create Sub-Account” button that appears in the top-right corner.
Step 2: Depending on your GoHighLevel subscription, you may see a switch at the top of the pop-up that lets you select “SaaS Account” or “Regular Account.” Choose “Regular Account.”
There are also a number of snapshots to pick from. These are essentially “done-for-you” sub-accounts that provide pre-built campaigns, funnels, and other assets for a specific industry.
If there’s a snapshot that relates to your client’s business, go ahead and select it. Otherwise, you can select “Blank Snapshot.”
Step 3: Next, input part or all of your client’s address to locate it on the map. Pick the correct address from the results box on the right to continue.
Step 4: On the next page, input all the required information: client name, email, and business address, and contact info. When you’re done, hit “Save.”
Step 5: The sub-account is now created, and you can go in and start creating campaigns, adding contacts, and performing other tasks as needed.
If you need to edit the core sub-account details at any point, such as changing the address or adding notes and social profiles, you can do so while in agency view.
Simply select “Sub-Accounts” from the left-hand menu, locate the sub-account, and click the three dots in the bottom right. A small menu will appear with the option to “Manage Client.” Click this and you can edit the details as required.
Frequently Asked Questions
The number of sub-accounts you can have on GoHighLevel depends on your chosen plan. If you have the Agency Starter plan, you can have up to three sub-accounts. If you have the Agency Unlimited plan, you can have unlimited sub-accounts.
The GoHighLevel agency sub-account is for use with your clients and provides an easy way to keep everything organized. You can create a sub-account for each client, which keeps all their data and information separate from other sub-accounts.
When you sign up to GoHighLevel, you are provided with an agency account and a sub-account. The sub-account gives you the ability to create campaigns, web pages, funnels, etc., and perform CRM for your own agency.