---
title: "Import Sub-Accounts and Install Custom Menu Link"
description: "This ensures seamless integration and accessibility of your portal for clients, with automation and visibility at scale."
url: https://support.agentsuite.ai/en/articles/230-import-sub-accounts-and-install-custom-menu-link
collection: "Managing Subaccounts"
updated: 2026-08-26
language: en
---

# Import Sub-Accounts and Install Custom Menu Link

This ensures seamless integration and accessibility of your portal for clients, with automation and visibility at scale.

## **Step-by-Step Instructions**

#### **1\. Import Sub-Accounts to Workspace**

-   Go to your LeadIndicator workspace
    
-   Click **Import Installed** to fetch all sub-accounts linked to your GoHighLevel connection
    
-   Choose to:
    
    -   Select specific sub-accounts to import
        
    -   Select all to import all sub-accounts
        

![](https://staticfiles.gleap.io/gattachments/Bu795nEUFrYXS76GSdkeQQkRSI3NS5M8W5Z2JwuGq0x1pxP6Vg1t5t1Qunbs0xf2Mf85d4F5cnD.png)

-   ⚠ If you are on a limited plan (e.g., 3 sub-accounts), avoid importing more than your limit — archive extras as needed
    

#### **2\. Copy Your Custom Menu Link (Option 2)**

-   In your workspace, click **Custom Menu Link**
    

![](https://staticfiles.gleap.io/gattachments/Bu795nEUFrYXS76GSdkeQQkRSI3NS5M8W5Z2JwuGq0x1pxP6Vg1t5t1Qunbs0xf2Mf85d4F5cnD.png)

-   Copy the unique URL generated for your agency and workspace
    

![](https://staticfiles.gleap.io/gattachments/Bu795nEUFrYXS76GSdkeQQkRSI3NS5M8W5Z2JwuGq0x1pxP6Vg1t5t1Qunbs0xf2Mf85d4F5cnD.png)

-   This link allows the AI Portal to be displayed in each sub-account
    

#### **3\. Add Custom Menu Link in GoHighLevel**

-   In GoHighLevel, switch to **Agency View**
    
-   Navigate to: **Settings > Custom Menu**
    
-   Click **Create** (if one isn’t already there)
    

![](https://staticfiles.gleap.io/gattachments/Bu795nEUFrYXS76GSdkeQQkRSI3NS5M8W5Z2JwuGq0x1pxP6Vg1t5t1Qunbs0xf2Mf85d4F5cnD.png)

-   Paste the **exact** custom menu link (leave variables untouched — system auto-configures per sub-account)
    
-   Keep it as an **iframe**
    
-   Name it (e.g., "AI Portal", "AI Builder" — your choice)
    
-   Set visibility:
    
    -   **Do not** show on Agency Sidebar 
        
    
    ![](https://staticfiles.gleap.io/gattachments/Bu795nEUFrYXS76GSdkeQQkRSI3NS5M8W5Z2JwuGq0x1pxP6Vg1t5t1Qunbs0xf2Mf85d4F5cnD.png)
    
    -   -   **Do** show on all sub-accounts or select specific ones
            
        -   Use **role-based visibility** if needed
            
        

#### **4\. Allow Microphone Access (Recommended)**

-   Enable microphone access for the AI Portal
    
-   This allows testing of voice agents via the embedded Voice Lab
    
-   Skipping this may cause errors during voice tests
    

![](https://staticfiles.gleap.io/gattachments/Bu795nEUFrYXS76GSdkeQQkRSI3NS5M8W5Z2JwuGq0x1pxP6Vg1t5t1Qunbs0xf2Mf85d4F5cnD.png)

#### **5\. Save and Confirm Setup**

-   Click **Save**
    
-   Navigate to any sub-account
    
-   Scroll to the sidebar — you should see the new **AI Portal** menu item
    
-   Click it to verify it opens your portal for that sub-account
    
-   New sub-accounts will:
    
    -   Auto-create in your workspace
        
    -   Sync via OAuth
        
    -   Display the AI Portal per location
        

* * *

### **FAQs**

**Q: Can I import all sub-accounts at once?**  
A: Yes, but make sure you’re not exceeding your plan’s sub-account limit.

**Q: What if I paste the custom menu link without the variable?**  
A: Don’t remove or replace the variable — the system configures it dynamically.

**Q: Do I need to configure the link for each sub-account?**  
A: No, one setup handles all sub-accounts automatically.

**Q: What happens when someone clicks the custom menu link?**  
A: It creates, links, and syncs the sub-account in your workspace.

**Q: Why is microphone access needed?**  
A: It's required to test voice agents using the built-in Voice Lab.