Regulatory Bundle and Address Creation for Sub-Accounts

Learn how to create a regulatory bundle and address for sub-accounts in HighLevel using LC Phone. This ensures compliance with telecom regulations so you can successfully purchase phone numbers in regulated countries.

TABLE OF CONTENTS

• What is a Regulatory Bundle?
• Auto-population of Business Details
• Key Benefits of Bundles
• How to Create a Regulatory Bundle
• Step 1: Navigate to Regulatory Bundle/Address
• Step 2: Create a New Address Bundle
• Step 3: Create a Regulatory Bundle
• Assigning a Regulatory Bundle to a Phone Number
• Manage & Delete Bundles and Addresses
• Frequently Asked Questions
• Related Articles

What is a Regulatory Bundle?

Address Bundles and Regulatory Bundles help provide the information needed when purchasing and provisioning phone numbers.

• Address Bundle: Stores the business or individual identity and physical address associated with the phone number.
  
  
• Regulatory Bundle: Stores compliance information and supporting documents required for certain countries and number types.
  
  

Which one do I need?

• If you are purchasing a phone number in the United States or Canada, a Regulatory Bundle is not required.

• For other countries, regulatory requirements vary by country and number type. You may need a Regulatory Bundle in addition to an Address Bundle.

• When a Regulatory Bundle is required, follow the applicable requirements for the country and number type you are purchasing.

Auto-population of Business Details

When creating a new Address Bundle, fields are pre-filled using data from the location profile when available. The following fields can auto-populate and remain editable:

• Business name
• Address line 1
• Address line 2
• City
• State
• Postal code

If any location data is missing, the corresponding fields remain blank and can be filled in manually.

Key Benefits of Bundles

Submitting a regulatory bundle is essential for purchasing international phone numbers in compliance with regional laws. This process ensures verified identity, prevents telecom issues, and simplifies global number management across your agency.

• Compliance with Local Telecom Regulations: Meets legal requirements in regulated countries to activate and maintain phone numbers.
  
  

• Improved Deliverability and Service Quality: Verified bundles reduce the risk of carrier filtering, suspension, or number removal.
  
  

• In-App Management: Allows regulatory bundles to be created and submitted directly inside HighLevel — no need to leave the platform.
  
  

• Faster Setup with Built-In Compliance Tab: For LC Phone users, the Compliance tab streamlines document upload and address validation.
  
  

• Deletion safeguards: confirmation modal with Type, Country, and Bundle ID; deletion disabled when bundles/addresses are in use.
  
  

• Auto-populated address: business name and address fields pre-fill from the location profile; fields remain editable.
  
  

• Guided selection: Address Bundle is pre-selected in the bundle picker with clear descriptions and Learn More links for faster, correct choices.

How to Create a Regulatory Bundle

LC Phone users can create and manage regulatory bundles directly within HighLevel using the built-in Compliance tab in each Sub-Account.

Step 1: Navigate to Regulatory Bundle/Address

• Navigate to the desired Sub-Account in your HighLevel Agency Dashboard.
  
  

• Open the Settings navigation menu on the left side of the page
  
  

• Choose the tab labeled Phone System on the left
  
  

• Select the tab labeled Regulatory Bundles at the top
  
  

Step 2: Create a New Address Bundle

1. Click the blue button in the upper left labelled + Create
   
   
   
   

2. In the bundle selection popup, review the two available options:
   
   Address Bundle: stores business identity and address details
   
   Regulatory Bundle:  stores country- and number-type-specific compliance details
   
   

3. Address Bundle is selected by default to help streamline the most common setup path.
   
   
   
   

4. Fill out requested business information including Business/Individual Name, Full Street Address, City, State/Province, Postal Code and Country
   
   

5. Click on Submit.
   
   

Step 3: Create a Regulatory Bundle

• Click the blue button in the upper left labelled + Create
  
  

• A popup will appear with the options of Address Bundle or Regulatory Bundle. Select Regulatory Bundle.
  
  

• Using the Select County dropdown menu, select the desired country
  
  

• Using the Select Number Type selector, choose the type of number desired
  
  
• Fill out requested Business Information.
  
  
• Upload Supporting Documents.
  
  

  Note: While not all countries require documents, many do. Required document types and rules vary based on the country and usage.

  
  
• Submit bundle for review
  
  

Assigning a Regulatory Bundle to a Phone Number

Once a regulatory bundle is approved, it must be assigned to the number you're purchasing. This step is required to activate regulated numbers and verify compliance before use.

1. Click on Settings from your sub-account.
   
   
   
   

2. Click on Phone Numbers.
   
   

3. Click + Add Number button and select Add Phone Number from the dropdown.
   
   
   
   

4. Select the desired Country and a Number.
   
   

5. If the number requires a regulatory bundle, you'll see Required under the Address Requirement column.
   
   
   
   

6. Click on the Proceed to Buy button.
   
   
   
   

7. Use the dropdown to assign your approved Regulatory bundle.
   
   

8. Click on Proceed to Buy button to complete the purchase.
   
   

Manage & Delete Bundles and Addresses

To reduce accidental removals and protect active services, bundle and address deletion now includes safeguards.

Deletion confirmation modal

• When deletion is initiated for a Regulatory Bundle or an Address Bundle, a confirmation modal appears before the action completes.
  
  
• The modal clearly displays Type, Country, and Bundle ID so you can verify the correct item.
  
  
• You can confirm or cancel the deletion from the modal.
  
  

When Deletion Is Unavailable

Deletion is restricted when a bundle or address is already tied to an active dependency. This safeguard helps prevent accidental disruption to provisioning and compliance workflows.

• If a bundle or address is currently in use, the delete option is disabled.
  
  
• HighLevel shows an explanation in the UI so the user understands why deletion is blocked.
  
  
• Remove or update the dependency first if a different bundle or address needs to be used.

Frequently Asked Questions

Q: What is a regulatory bundle, and why is it needed?
A regulatory bundle is a set of documents used to verify the identity and location of a person or business. It's required to purchase phone numbers in countries with telecom regulations, ensuring legal use and compliance.

Q: Where do I create a regulatory bundle in HighLevel?
Go to the Sub-Account, click Phone Numbers, and then open the Compliance tab. From there, click Create Bundle to begin the submission process.

Q: What documents are required to create a bundle?
Many countries require supporting documents (like proof of address, business registration and identity). Requirements vary by country and use type (personal or business).

Q: How long does bundle approval take?
Most regulatory bundles are reviewed and approved within 72 hours. Ensure your documents are clear and accurate to avoid delays.

Q: Can I reuse a bundle for multiple phone numbers?
Yes. Once approved, a regulatory bundle can be used for additional phone numbers, as long as they fall under the same regulation and region.

Q: What happens if my bundle is rejected?
You'll receive a reason for rejection. You can update the documents or details and resubmit the bundle for another review.

Q: Can I edit or delete an existing bundle?
Bundles cannot be edited once submitted, but you can create a new bundle and use that instead. Deletion options depend on review status and assignment history.

Q: Why can’t I delete a bundle or address?

Deletion is blocked when the bundle or address is already in use. HighLevel shows a message in the UI so you know the item has an active dependency.

Related Articles

• How to Purchase a Phone Number in a Sub-Account
  
  

• Create Regulatory Bundle from within the Web App
  
  

• Regulatory Bundle Creation and View for LC Phone Accounts
  
  

• How do I migrate my agency and sub-account over to LC Phone?
  
  

• What is LC - Phone System?
  
  

• How to buy a toll free number inside GHL?