The Sub-Accounts List in HighLevel has been updated with a new, modern interface. Agencies on the $97 and $297 plans can now access advanced filtering, bulk actions, and improved performance—offering the same streamlined experience available to $497 Pro users.

TABLE OF CONTENTS

• What is the Sub-Accounts List Revamp?
• Key Benefits of the Sub-Accounts List Revamp
• Old View VS New View Sub-Account List View
• Advanced Filtering in the Sub-Accounts List
  • Step 1: Add a Basic Filter
  • Step 2: Add Nested Filters (Optional)
  • Step 3: Apply and Review Filter Results
• Bulk Actions for Sub-Account Management
• Frequently Asked Questions
• Related Articles

What is the Sub-Accounts List Revamp?

The Sub-Accounts List Revamp is a major update to the Sub-Accounts management page for agencies on HighLevel’s $97 and $297 plans. This update introduces a visually refreshed interface, enhanced performance, and new management tools by migrating the module to HighLevel’s micro-app framework. The result is a more efficient, scalable, and user-friendly way to manage all your client accounts from one place.

Key Benefits of the Sub-Accounts List Revamp

The redesigned Sub-Accounts List delivers several improvements to help agencies manage their client accounts more efficiently:

• Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout.
  
  
• Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks.
  
  
• Advanced Filtering: Quickly locate specific sub-accounts using intuitive filter controls.
  
  
• Bulk Actions: Perform actions on multiple sub-accounts at once, streamlining repetitive tasks.
  
  
• Responsive Design: Seamlessly manage accounts on any device, with layouts optimized for desktops, tablets, and mobile screens.
  
  
• Future-Ready Infrastructure: Benefit from the micro-app architecture, enabling faster rollout of upcoming features like sub-account tagging and column customization.

Old View VS New View Sub-Account List View

Old View

New View

Advanced Filtering in the Sub-Accounts List

The new Sub-Accounts List UI in HighLevel now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features, configurations, or status.

Step 1: Add a Basic Filter

1. Click on the Filter(Funnel) button at the top of the Sub-Accounts List.
   
   
2. The Advanced Filters panel will slide open, displaying four filter categories:
   
   
   • General (e.g., Date Added, Snapshots)
     
     
   • Reselling (e.g., Listings, WhatsApp, Email, AI tools)
     
     
   • Rebilling (e.g., Email/Phone Verification, LC Premium)
     
     
   • LeadConnector (e.g., LC Email, LC Phone)
     
     
3. Click on any Search Filed of your choice under any of the above four categories.
   
   
4. Select the Conditions you want to filter by for the particular search filed.
   
   
5. Add an OR Logic filter by clicking the + Add Filter button.
   

OR Logic: At least one condition must be true for a result to be shown. Filters are applied so that data matching any one of the conditions is included.

Example: If you filter by (LC Email is Enabled or LC Phone is Enabled), this will return sub-accounts that have either LC Email or LC Phone enabled (or both).

Step 2: Add Nested Filters (Optional)

1. Click on the + Add Nested Filter button.
   
   

2. This filter works on the AND Logic.

And Logic: All conditions must be true for a result to be shown. Filters are combined so that the data must match every specified condition.

Example: If you filter by (Date Added after Jan 1 and LC Email is Enabled), this will only show sub-accounts that were added after Jan 1 and also have LC Email enabled.

Step 3: Apply and Review Filter Results

1. Click Apply to run the filters.
   
   
2. The system will return matching sub-accounts. If no results match, a message will appear:
   “No more locations found.”

Bulk Actions for Sub-Account Management

Bulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work. 

• Use checkboxes to select individual sub-accounts or click on the Select all check box.
  
  
• Once you have selected desired sub-accounts, click on the Bulk Actions dropdown.
  
  
• You have two bulk actions available: Pause Sub-Account and Enable Rebilling.
  
  
• Click on the Bulk Action History (Clock) icon to see previous bulk action logs.
  
  

Frequently Asked Questions

Q: Is the new Sub-Accounts List available to all HighLevel users?

The revamped Sub-Accounts List is available to agencies on the $97 and $297 plans, and is already standard for $497 Pro users.

Q: Will enabling the new UI affect my existing sub-accounts or data?

No, the update only changes the interface and management tools. Your sub-account data remains unchanged.

Q: Is the new Sub-Accounts List mobile-friendly?

Yes, the updated UI is fully responsive and optimized for all screen sizes.

Q: Do I need to pay extra to access the new Sub-Accounts List?

No, the feature is included in your existing $97 or $297 plan.

Related Articles

• Getting Started - Agency Launchpad Overview
  
  
• Agency | Managing user roles & permissions
  
  
• Agency Dashboard for Rebilling
  
  
• Understanding the Agency Owner Role in Your Agency Account: What You Need to Know