Published on

How To Setup HighLevel Sub Account Without SAS: A Manual User Management Guide | BridgetBartlett.com

How To Setup HighLevel Sub Account Without SAS: A Manual User Management Guide | BridgetBartlett.com

In this article, we'll guide you through the process of setting up a sub account and user in HighLevel Agency manually. We'll explain how to create a location, add a user, and send login credentials. This manual method is useful if you do not have the SAS plan or if you prefer to handle the account creation process yourself. Let's get started!

Step 1: Creating a Sub Account

To begin, log in to your HighLevel Agency account. Select "Sub Accounts" from the left-hand menu. Next, click on "Create Sub Account". Choose the account type based on your needs, and enter the necessary details such as the business name, address, contact information, and niche. Save the details to create the sub account.

Step 2: Adding a User to the Sub Account

Once the sub account is created, switch into the sub account by selecting it from the drop-down in the top left corner. Navigate to "Settings" and click on "My Staff". Here, you can add a user to the sub account. Enter the user's name, email address, and phone number. You can also assign user roles and permissions based on your requirements. Save the user details.

Step 3: Sending Login Credentials to the User

After creating the user, an email will be sent to them with a link to create their own password. The user will need to click on the link and follow the instructions to set up their password. Once they have done so, they will have access to their sub account.

By following these steps, you can manually create a sub account and user in HighLevel Agency. This method allows you to have control over the account creation process and ensures that each user has their own login credentials.

Keywords:

  • HighLevel
  • Sub Account
  • SAS Plan
  • User
  • Manual
  • Account Creation
  • Login Credentials
  • Agency

FAQ:

  1. Can I create a sub account without the SAS plan in HighLevel Agency?

    • Yes, you can create a sub account manually even without the SAS plan.
  2. What is the advantage of manually creating a sub account and user?

    • Manually creating a sub account and user allows you to have more control over the account creation process and ensures that each user has their own login credentials.
  3. Do I need to set up the email sending domain for each user in the sub account?

    • It is recommended to set up the email sending domain for each user in the sub account to ensure proper email delivery and validation.
  4. How do I send login credentials to the user?

    • After creating the user, an email will be sent to them with a link to create their own password. The user can follow the instructions in the email to set up their password.
  5. Can I add a user at the agency level instead of the sub account level?

    • Yes, you can add a user at the agency level. However, it is recommended to add the user directly to the sub account to ensure proper access and permissions.