User Settings

User Settings

User Access
1. Agency Team Management: This section is used by the agency to grant its employees or a client employee access to all or select client accounts. To...
Sun, 31 Mar, 2024 at 1:59 PM
User Permissions, Assigned Data, and Owners
Note: To get to these settings, you need to be either an Agency Admin or Account Admin for a particular Sub-account  For those with Agency acces...
Fri, 7 Jun, 2024 at 3:31 PM
Email Signatures
  Follow the steps below to create Email Signatures for users: Click on Settings Click on My Staff Click o...
Wed, 9 Feb, 2022 at 6:18 PM
Admin Vs. User Permissions
The following is a table outlining permissions of sub-account level roles. Sub-Account Level User Roles Admins can change the role of a particu...
Fri, 19 Jan, 2024 at 6:19 PM
How to create a user or admin to manage multiple HL locations without giving them agency access?
Step 1: Go to agency settings -> agency team management -> Edit or create the user or admin Step 2: Make sure that the user type is Account so the...
Sun, 9 Aug, 2020 at 2:51 PM
Troubleshooting Login issues
If you're an agency struggling to receive the two-factor authentication (2fa) code, try logging in using your Google Account at app.gohighlevel.com. ...
Mon, 8 Jul, 2024 at 11:23 AM
Understanding the Agency Owner Role in Your Agency Account: What You Need to Know
The Agency Owner role is the primary user in agency account management, enhancing decision-making and communication processes. This role provides additional...
Thu, 25 May, 2023 at 8:24 AM
Agency | Managing user roles & permissions
In this article, we discuss how you, as an agency admin, can granularly manage your users' permissions across various modules. If you are here looking ...
Thu, 30 May, 2024 at 1:18 PM
Sub-account | Managing User Roles & Permissions
In this article, we discuss how you, as a sub-account admin, can granularly manage your users' permissions across various modules. If you're here l...
Thu, 30 May, 2024 at 1:17 PM