Agency Onboarding

Create a built in project manager that has a forward facing interface for the client.

Would be nice to have the ability to change the logo in each sub account. Would be a nice touch to provide even better experience for clients.

I dont know why you removed this feature in the new interface! We should have the ability to choose if this is necessary for our clients! In my case this is not! HIGHLVL-I-5075

We need to be able to enable/disable specific features for subaccounts (like in SaaS-Configurator)... 1) ...when manually creating subaccounts, not only after one was purchased through SaaS-Mode... 2) ...and edit these features after a subaccount has been created... 3) ...without needing to purchase the Pro Plan (SaaS-Mode).

interactive onboarding to explain each feature in a short pop up bubble

We are super excited about this one because it gives our clients a whole new experience. I noticed a few bugs in the process of sharing and installing the app: The link available when you click the copy icon doesn't work- the URL contain spaces, but if you copy the link within the download icon that works fine In the windows installation the app is blocked by Windows Defender and by the AntiVirus software when the clients have one. The second item is critical, the clients weren't be installing the app if you need to change the antivirus settings and it is quite scary for them to proceed with the app. If that could be address it would be awesome and we will get all of our clients on the app. Thanks

🎯 Problem Currently, when navigating between sub-accounts within the system, all accounts are displayed - including those that have already been paused, canceled, or are no longer in use. In practice, this generates: Visual pollution when selecting sub-accounts Difficulty finding active accounts quickly Loss of operational efficiency on a daily basis Risk of accessing the wrong accounts by mistake In addition, it is often not feasible to delete these sub-accounts because: The customer can return in the future It is important to keep history and data preserved 💡 Proposed Solution Implement improvements in the management and visualization of sub-accounts, including: Filter by Status Allow you to filter sub-accounts by status, such as: Active Paused Cancelled Archived Smart Concealment Option to display only active sub-accounts by default, with the possibility to: Activate viewing all accounts manually Quickly switch between views Customizable Status Field Allow the user to manually set the status of the sub-account (e.g. active, paused, closed) Search Bar Improvement In the search for sub-accounts: Prioritize active accounts Possibility to apply filters directly to the search “Archive Subaccount” function (without deleting) Create an archive option that: Remove the sub-account from the main views Keeps all data intact Allows future reactivation 🧠 Actual Use Context Companies and agencies that manage dozens or hundreds of sub-accounts end up accumulating inactive accounts over time. Without an efficient organization system, navigation becomes slow and confusing — directly impacting daily operation.

The improvement proposal suggests that those of us who work with more than 1 niche, or have similar clients, can track sub-accounts easier and more orderly if we have them grouped in 1 folder. EJ: folder 1: clinics and spa///folder 2: real estate ///folder 3: educational institutes And within each one, we place the sub-accounts that belong to that niche.

I recently found out that when an agency goes out of business and is no longer a GoHighLevel customer, all of their sub-accounts are still locked with the defunct agency. I was speaking with a prospect who wanted to migrate from a now closed down agency account and the agency owner is unresponsive. They are unable to transfer without acknowledgment from the agency... which means they have effectively lost access to all of their business assets, contacts, etc. When an agency goes out of business, sub-accounts should be able to request transfers without permission of the closed agency. The fact that they cannot poses a massive risk to their business.

We have multiple sub accounts created when the customers payment fails, once it goes through their accounts are activated, but now we are stuck with multiple sub accounts for the same customer, could we get the ability to merge sub accounts like we merge contacts.