User Settings
12 articles62 explained images
User Access
Managing who has access to your GHL Customer Care account(s) is crucial for security, efficiency, and accountability. This article explains how to set up and control user access both at the agency level (across all your…
4 min5Email Signatures
Email signatures in GHL Customer Care help your team keep outbound emails consistent and professional. Each staff user can have their own signature. This makes it easy to maintain branding and contact details across both…
3 min6Admin Vs. User Roles and Permission Scopes
The following is a table outlining permissions of sub-account level roles. Sub-Account Level User Roles Quick-Reference Permission Matrix. Agency-Only Sub-Account-Only Available in Both Create / Edit / Delete…
1 min2How to create a user or admin to manage multiple HL locations without giving them agency access?
This article explains how to create or update users at the account level so they can manage multiple GHL Customer Care sub-accounts without being granted access to the agency dashboard. You'll learn how to assign the…
2 min5Troubleshooting Login issues
If you're an agency struggling to receive the two-factor authentication (2fa) code, try logging in using your Google Account at https://clientportal.ghlcustomercare.com . This Article Covers: Error: Unable to log you in at this time Error…
3 min12Understanding 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 privileges and streamlines ownership transfers, contributing…
5 min4How to Manage Agency User Roles and Permissions in GHL Customer Care
Managing agency user permissions helps you give team members the access they need without exposing unnecessary accounts, modules, or sensitive settings. GHL Customer Care lets agency admins control user type, role…
11 min8Sub-account: User Roles, Permissions and Assigned data
This article will show you how to manage user roles and permissions at the sub-account level in GHL Customer Care. You’ll learn how to control what your users can access, assign custom visibility rules, and configure…
4 min7Setting Up Single Sign-On (SSO) on GHL Customer Care
GHL Customer Care supports Single Sign-On (SSO) using the OpenID Connect (OIDC) protocol. With SSO, agencies can allow users to log in to GHL Customer Care with their organizational credentials, improving security and…
9 minGoogle Login for WL agencies
Enabling Google Login for White-Label Agencies Agency Admins and Owners can enable Google Login for their white-label (WL) domains by following the steps below: Log in to your agency account. Navigate to Settings >…
1 min4Authenticator App Support for Two-Factor Authentication (2FA)
Enhance your account security with the new Authenticator App Support for Two-Factor Authentication (2FA) in GHL Customer Care. This feature allows you to use popular authenticator apps for secure, flexible, and reliable…
3 min4Password Best Practices for Enhanced Security
Account Security GHL Customer Care Password Requirements & Security Best Practices Protect your account, customer data, and business information with strong password practices and secure authentication habits. What…
7 min5