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
Covered in this Article: Error: Unable to log you in at this time Error: Not able to send the security code at this time Error: User does not exist in th...
Tue, 1 Nov, 2022 at 1:04 PM