3:08概要. User management in GoHighLevel sub-accounts controls who can access a client location and what they can do there. This covers navigating to Team Management inside a sub-account, filling in the user's name and email, selecting the right role, and sending the invitation. Role selection determines which features the user can view and edit after logging in.
学べること
- Navigate to Team Management inside a sub-account
- Add a new user by name and email address
- Assign a role to control access levels
- Send the invitation and confirm the user receives it
- Understand the difference between Admin and User roles
ステップ
Switch into the sub-account
From the agency view, switch into the sub-account where you want to add the user.
Open Team Management
Go to Settings in the left sidebar, then click Team Management (sometimes labeled My Staff).
Click Add User
Click the Add User or Add Employee button in the upper-right corner.
Enter the user's details
Fill in the first name, last name, email address, and phone number. The email address will be the login username.
Select a role
Choose Admin for full access or User for limited access. The User role restricts access to reports, billing, and certain settings. You can also set the user's permissions for individual features.
Save and invite
Click Save. GoHighLevel sends the new user an email invitation with a link to set their password. Once completed, they can log in to the sub-account.
ヒント
- Assign the Admin role only to team members who need access to billing and account settings.
- If the invitation email does not arrive, ask the user to check spam or resend from Team Management.
- Users added at the sub-account level can only access that specific location, not the agency.
