Somehow link Memberships with Sub Accounts so clients don't need two separate logins
M
Mark Hoffman
I am an agency and provide services to clients. Currently, I have to create two separate logins for my clients within HighLevel to get it all to work.
- I have to create their sub account login so they can access whatever I am selling them- CRM, listings, Wordpress etc.
- I then create a second login under Memberships so they can view their contracts with me, download invoices, manage subscriptions etc.
This is completely unnecessary and should be resolved so I can service my clients with only one login.
In my Primary Agency sub account I should be able to link Memberships to other Sub Accounts (my clients). Then when my clients login to their Sub Account they can access the memberships info such as subscriptions, invoices etc from the primary agency.
This would eliminate the need for creating two logins for my clients and give them access to all info.
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