As a marketing agency or business, you’re likely juggling a million tasks and keeping your clients happy is paramount. With GoHighLevel, your all-in-one marketing and CRM solution, streamlining your workflow and managing your clients has never been easier. 

However, granting your clients or clients’ employees access to the platform can sometimes feel like a tangled headphone mess. If you’ve been stumped looking for how to share the GoHighLevel login access, this guide will walk you through the easiest way to give access to your clients in GoHighLevel.

The Sub-Account Solution

Using the sub-account section on GoHighLevel offers a clean and secure way to provide clients access to their dedicated marketing and CRM workspace within your GoHighLevel agency master account.

Setting up a GoHighLevel agency sub-account is essential for effectively managing each client added to your GoHighLevel account. You can access a full range of platform features and tools within each sub-account dedicated to a client.

This allows you to tailor campaigns, pipelines, calendars, funnels, contact lists, and more based on each client’s requirements. The sub-account access approach helps keep your clients’ data separate while allowing them to manage their interactions seamlessly. 

Steps to Giving Access to Your Client Using Sub-Accounts

1. Head to Sub-Accounts on the Main Navigation Menu:  Within your GoHighLevel dashboard, locate the “Sub-Accounts” section. You can typically find this section below the “Agency Dashboard” section.

2. Creating a Sub-Account: Within the sub-account section, head to the top right corner of the page and click “Create Sub-Account”. If you have previously never created a sub-account for your client, you’ll see an “Add Sub-Account” button instead for you to create one. You can find further steps on how to create and set up your client sub-accounts on GoHighLevel support. The number of sub-accounts you can add depends on your current GoHighLevel plan. Going through the full details of GoHighLevel pricing options and their accompanying features can help you determine what works best for you and your clients.

3. Switch to Sub-Accounts Menu: Upon creating a sub-account for your client, you’ll find a “Switch to Sub-Account” button for each sub-account created. Click this button to enter a new menu for that particular client’s sub-account. In this menu, you’ll be met with a dashboard that presents a broad overview of your opportunities, conversion rate, campaign, pipeline details and more with the client.

4. Welcome Aboard: Add a Client User in Sub-Account Settings: After switching to sub-accounts, head to the settings menu by clicking the “Settings” button at the bottom of the navigation menu. From your settings, locate the “My Staff” menu. The “My Staff” menu is where you’ll add clients or clients’ employees and tailor the extent to which they can access your GoHighLevel platform features.At the top right corner of the “Team Management” menu, click on “Add Employee”. Within this menu, you can customise several user settings for the client or client employee to be added. Fill in the user's details, including first and last name, email, phone number, and password.

5. Tailor User Permissions (Optional): GoHighLevel offers granular permission controls. After filling in the user info, you can turn user permissions on or off based on how much access to features and functionalities you want to give your clients within their sub-accounts. This ensures they have the tools they need to cultivate leads and close deals without overwhelming them with unnecessary options or compromising your agency’s security.

6. Save and Share: Save the changes once you've created the user and configured permissions (if applicable). Now, you can share the login credentials (email address and password) with your client. 

Alternatively,

• You can return to the Sub-Accounts page by clicking the “Go Back” button.
• Scroll up and click on the sub-account name to view a “Switch to Agency View” pop-up. 
• Click on this pop-up and head down to the “Settings” menu at the bottom left of the page. 
• Navigate to the “Team” menu in settings and click on the “Add Employee” button at the top right corner of the page.
•  Upon adding an employee, you can edit the user info for each added user (employee or client) by clicking on the pen icon. In this menu, you can continue to edit the user info and user (or sub-account) permissions for the accounts you created. 
• Scroll down to the “User Roles” dropdown and update the user role for the created account. 
• From the “Admin” and “User” options, select “User”. 
• Afterwards, select the sub-account you want to add to the user account and click “Save”, thereby granting them access.

Client Login:

Your client can access their dedicated GoHighLevel workspace using the provided GoHighLevel login information. Sub-accounts essentially serve as a GoHighLevel client portal. They'll see a branded interface (white labelling is an option) specific to their business, allowing them to manage their leads, campaigns, and communication effortlessly.

Benefits of Sub-Accounts:

• Clean Separation: Client data remains separate from your agency's master account, ensuring security and organization. It's like having separate apartments in the same building – close collaboration and clear boundaries.

• Client Control: Clients can manage their marketing and CRM activities within their designated space. It empowers them to take ownership of their marketing efforts.

• Streamlined Communication: Collaboration is simplified as you can access and update information within the same sub-account. It eliminates the need for lengthy email chains and ensures everyone is on the same page.

Bonus Tip: 

Consider creating a brief GoHighLevel client onboarding document or video tutorial to familiarize your client with their GoHighLevel sub-account. This will empower them to leverage the platform's capabilities effectively.

Final Note

Utilizing sub-accounts is the most secure, organized, and user-friendly way to give your client access in GoHighLevel. It fosters a collaborative environment where both you and your clients can thrive.

 By embracing the utility of GoHighLevel sub-accounts, you can create a secure, organized, and collaborative environment that sets the stage for successful client relationships and marketing triumphs.

Creating a Gohiglevel account is easy and affordable. You can work with Gohighlevel like a pro with the Gohighlevel pro plan or take advantage of the special annual deal to subscribe to the annual plan at a discount. However, you may be unsure and unwilling to commit long-term without all the relevant information. Dont worry, we’ve got you. You can get an extended 30-day free trial plan absolutely free of charge.