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...
Mon, 13 Jan, 2020 at 4:25 PM
User Permissions, Assigned Data, and Owners
User permissions are a great way to limit your client's access to certain features/areas within HighLevel. "Only Assigned Data" is a ...
Tue, 8 Nov, 2022 at 10:20 AM
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
Only Admins have the permission to: Edit/create/delete team member Edit Agency Company settings Create new account Edit Prospect settings Social se...
Tue, 21 Feb, 2023 at 8:53 AM
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, 17 Apr, 2023 at 9:35 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