Managing Sub-accounts

Step-by-Step Instructions

1. Access a Sub-Account

• In your workspace, locate and click on the desired sub-account

• You can add to favorites to pin it at the top

• Click the sub-account name to open it in a new tab via your white-labeled domain

2. Edit Sub-Account Info

• Click sub account (...)

• Click Edit Account

• Modify:

  • Sub-account name

  • Email

  • Phone number

  • Website

  • Time zone

• Info is auto-filled from GoHighLevel via OAuth but can be changed manually

• Click Save Changes to confirm

3. Set Content & Usage Limits

• Go to Manage Limits

• Define:

  • Max number of systems

  • Phone numbers, etc.

• You can make everything unlimited or define limits per sub-account

• Useful for managing plan features or restricting overuse

4. Manage Tab Permissions

• Use Permissions settings to control tab visibility

• Admins always see everything — changes apply only to non-admin users

• Uncheck tabs to hide them from clients

• Check tabs to show them

• Permissions follow the same model as snapshots

5. Invite or Manage Members

• Click Invite Member or Manage Access

• Add users by email — existing users are added, new users are created

• Essential for clients to:

  • Access settings

  • Manage billing

  • See the billing tab (must be an authorized user)

6. Lock / Unlock Sub-Accounts

• Use Lock/Unlock options for admin-level security

• Requires admin password

• Useful for restricting or freezing access temporarily

7. Manage GHL Connections

• If sync breaks or fails, click:

  • Use Agency Connection to refresh

  • Direct Connect to manually re-authenticate the sub-account

8. Configure Rebilling

• Sub-accounts with rebilling will show a credit card icon

• Click Manage Rebilling to:

  • Enable rebilling

  • Set custom rates for voice minutes

  • Add wallet balance or monthly allowance

  • Assign a customer ID after card is added

• Once billing is active, credit card icon confirms it's working

FAQs

Q: Why can’t I see the billing tab in the sub-account?
A: You must be an authorized user of the sub-account.

Q: What happens when I exceed sub-account limits?
A: Features may be restricted; adjust limits manually or upgrade the plan.

Q: How do I hide tabs from clients?
A: Use the Permissions tab to disable visibility for non-admin users.

Q: Can I invite someone not already in the system?
A: Yes, they’ll be auto-created during the invite process.

Q: What does the credit card icon mean?
A: It shows the sub-account has active rebilling with a valid payment method.