# How to create a user or admin to manage multiple HL locations without giving them agency access? > How to create a user or admin to manage multiple HL locations without giving them agency access? - Source: https://docs.ghlcustomercare.com/docs/settings/user-settings/how-to-create-a-user-or-admin-to-manage-multiple-hl-locations-without-giving-the - Section: Settings / User Settings - Reading time: 2 min - Images: 5, each explained below - Modified on Wed, 21 May, 2025 at 8:41 AM --- 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. --- **TABLE OF CONTENTS** - [What is the Account User/Admin Role?](#what-is-the-account-user-admin-role) - [Key Benefits of Account-Level Access](#key-benefits-of-account-level-access) - [Configuring Account-Level Users and Admins](#configuring-account-level-users-and-admins) - [Frequently Asked Questions](#frequently-asked-questions) --- # **What is the Account User/Admin Role?** 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. - Secure Delegation: Avoid giving unnecessary agency-wide visibility. - 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047005888/original/7m5Xsq4ID_7Ja28IeycWsohx_24Alv59fQ.png) **Switch to Agency View (image 1 of 5)** 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. - What to choose: Click the location dropdown in the top left of your dashboard, then select Switch to Agency View. - Next: In 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047006180/original/R38SE1gnJuDtm9UzpU-l0Hl0K5CM6S9dYw.png) **Go to Settings > Team (image 2 of 5)** 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. - Where to go: In the Agency View sidebar, scroll down and click Settings, then select the Team tab. - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047006208/original/rE3G6BwuJ04Tyi9aAJZrsXNc9c0m4b17nA.png) **Add or Edit a User (image 3 of 5)** 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. - What to click: Click + Add User in the top-right, or click the pencil icon beside an existing user to edit their settings. - Controls: + Add User - Next: Under 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047006294/original/Yp3WKEEdIDhOmta5EqChijkv_9reSB9deA.png) **Set User Type to Account (image 4 of 5)** 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. - What to fill in: Under Roles and Permissions, set the User Type to Account. This ensures the user has no agency-level access. - Next: 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** - 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047006332/original/BvYl1tSFO1CTY8aJII62eTCnjJT70GmObA.png) **Assign User Role and Locations (image 5 of 5)** 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. - What to choose: 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. - Next: Once you’ve configured the access settings, click Save to complete the setup. Full procedure: 1. Choose between User or Admin under User Role. 2. Use the search field to assign one or more sub-accounts the user should have access to. 3. 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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com