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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 correct role, configure access settings, and manage permissions using the updated GHL Customer Care interface.
Account-level users and admins are restricted to selected sub-accounts. Unlike agency-level users, they do not have visibility or control over the entire agency. This setup is ideal for giving team members access to multiple locations without compromising sensitive agency-wide settings.
Key Benefits of Account-Level Access
Granular Permissions: Limit access to only the locations they need.
Flexible Management: Add users as Admins or Users based on required capabilities.
Configuring Account-Level Users and Admins
Switch to Agency View
Click the location dropdown in the top left of your dashboard, then select Switch to Agency View.
Switch to Agency View (image 1 of 5)What this shows Click the location dropdown in the top left of your dashboard, then select Switch to Agency View.What this showsIllustrates the "Switch to Agency View" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?".This screenshot appears in the "Switch to Agency View" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?". The text alongside this image reads: Click the location dropdown in the top left of your dashboard, then select Switch to Agency View. Immediately after, the guide continues: In the Agency View sidebar, scroll down and click Settings, then select the Team tab.Image 1 of 5What to chooseClick the location dropdown in the top left of your dashboard, then select Switch to Agency View.Next stepIn the Agency View sidebar, scroll down and click Settings, then select the Team tab.
Go to Settings > Team
In the Agency View sidebar, scroll down and click Settings, then select the Team tab.
Go to Settings > Team (image 2 of 5)What this shows In the Agency View sidebar, scroll down and click Settings, then select the Team tab.What this showsIllustrates the "Go to Settings > Team" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?".This screenshot appears in the "Go to Settings > Team" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?". The text alongside this image reads: In the Agency View sidebar, scroll down and click Settings, then select the Team tab. Immediately after, the guide continues: Click + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings.Image 2 of 5Where to goIn the Agency View sidebar, scroll down and click Settings, then select the Team tab.Next stepClick + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings.
Add or Edit a User
Click + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings.
Add or Edit a User (image 3 of 5)What this shows Click + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings.What this showsIllustrates the "Add or Edit a User" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?".This screenshot appears in the "Add or Edit a User" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?". The text alongside this image reads: Click + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings. Immediately after, the guide continues: Under Roles and Permissions, set the User Type to Account. This ensures the user has no agency-level access.Image 3 of 5What to clickClick + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings.
Buttons and menus referenced+ Add User
Next stepUnder Roles and Permissions, set the User Type to Account. This ensures the user has no agency-level access.
Set User Type to Account
Under Roles and Permissions, set the User Type to Account. This ensures the user has no agency-level access.
Set User Type to Account (image 4 of 5)What this shows Under Roles and Permissions, set the User Type to Account.What this showsIllustrates the "Set User Type to Account" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?".This screenshot appears in the "Set User Type to Account" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?". The text alongside this image reads: Under Roles and Permissions, set the User Type to Account. This ensures the user has no agency-level access. Immediately after, the guide continues: Choose between User or Admin under User Role. Use the search field to assign one or more sub-accounts the user should have access to. Configure feature-specific permissions as needed using the toggle switches.Image 4 of 5What to fill inUnder Roles and Permissions, set the User Type to Account. This ensures the user has no agency-level access.Next stepChoose between User or Admin under User Role. Use the search field to assign one or more sub-accounts the user should have access to. Configure feature-specific permissions as needed using the toggle switches.
Assign User Role and Locations
Choose between User or Admin under User Role.
Use the search field to assign one or more sub-accounts the user should have access to.
Configure feature-specific permissions as needed using the toggle switches.
Assign User Role and Locations (image 5 of 5)What this shows Choose between User or Admin under User Role.What this showsIllustrates the "Assign User Role and Locations" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?".This screenshot appears in the "Assign User Role and Locations" section of "How to create a user or admin to manage multiple HL locations without giving them agency access?". The text alongside this image reads: Choose between User or Admin under User Role. Use the search field to assign one or more sub-accounts the user should have access to. Configure feature-specific permissions as needed using the toggle switches. Immediately after, the guide continues: Once you’ve configured the access settings, click Save to complete the setup.Image 5 of 5What to chooseChoose between User or Admin under User Role. Use the search field to assign one or more sub-accounts the user should have access to. Configure feature-specific permissions as needed using the toggle switches.Next stepOnce you’ve configured the access settings, click Save to complete the setup.All 3 steps in this procedure
Choose between User or Admin under User Role.
Use the search field to assign one or more sub-accounts the user should have access to.
Configure feature-specific permissions as needed using the toggle switches.
Save the User
Once you’ve configured the access settings, click Save to complete the setup.
Frequently Asked Questions
Q: Can one user manage more than one location? Yes. When assigning sub-account access, you can select multiple locations.
Q: What’s the difference between Account User and Account Admin? Account Admins can manage most settings within assigned sub-accounts, while Users typically have restricted access based on toggled permissions.
Q: Can I promote an existing account user to admin later? Yes. Edit the user under Settings > Team, and update their role from User to Admin.
Q: Can an Account user access the Agency Dashboard? No. Setting the User Type to Account ensures the user cannot access the agency-level interface.
Q: Will the user receive an invite email? Yes. Once saved, an invitation is sent to the user’s email to join and access the assigned sub-accounts.
