Hey, guys, what’s up?
It’s Christine Seale, the Highlevel Queen.
And in this video, I’m going to show you
guys how to set up your employees and your
clients with the correct
permissions in Highlevel.
So let’s get started.
So first we’re going to start
with your own employees.
So step one, you’re going to go to your
top agency level,
and you do that by clicking here
and clicking Switch to Agency View.
Then you’re going to go to Settings
And this is where you’re going to see
every single user that you have
in every account in High Level.
So what you want to click
next is Add Employee.
So you’re going to put in their
information here, which is
Now, on permissions,
these all correspond to the different
tabs inside of High Level.
So for example, if you want them to have
funnel, you’re going to keep it on.
If you don’t want them to have funnels,
you’re going to click it off.
But if it’s your employee,
you might want to start them with limited
permissions and then increase
the scope as they gain your trust.
So you could do that,
and that’s what I do.
So you just give them a little bit
more and more until they’re ready.
So go ahead and set your permissions
here and then on the roles.
This is a little tricky.
So the user type can be agency or account.
If you give them an agency user type,
they’re going to be able to see every
single one of your accounts
inside of High Level.
Even if you assign them to an account
it doesn’t matter if you give them agency,
they’re going to be
able to see everything.
So if you click on an account here,
then on their cell phone,
if they have the app, they’re going
to see notifications for that location.
Or if they have desktop notifications
turned on, they’re going to see
the notifications for that.
So if you’re using the app and you don’t
get the notifications, you’re going
to want to turn it on right here.
So on the agency, they’re
going to see everything.
Now, user versus admin,
we give our employees admin
because they need to be able to get to the
top level and see the agency settings.
And as a user, they’re not going
to be able to see that stuff.
And then on account,
this is going to be what you actually use.
So if you want to assign accounts to each
user here, that’s where you’re
going to do it on account.
So you’re just going to pick
which permissions you want to assign
in the drop down,
and then you’re going to set your
employees username and password and let
them know what it is and then
once they log in and sync their calendar
you can assign a calendar
to them and all that stuff.
Okay, now when you set up your clients I
do that a little bit differently so what
we’re going to do for that is go
into the client account
and we’re going to click on settings
and my staff
and this is where you’re going to add your
so again pretty straightforward
there’s a little bit more to it.
You’re going to put in their info
and their password
you can select a default calendar for them
the marketing I don’t show them the
campaigns that triggers the workflow I
wouldn’t show them any of that
and basically all they need is what’s
going to allow them to communicate
with the leads so
campaigns I’m going to turn these off.
They need contact of course
they probably don’t need that they don’t
need settings they don’t need marketing.
If it’s a manager you want them to have
call reporting just leave that on.
You definitely want to turn off social
planner workflow websites they don’t need
to be able to add their own funnels or do
bulk requests okay,
you don’t want them doing that membership
they probably don’t need in there
so this is an example
of the access you could give to your
now I will also let you know in this
that if you assign them an admin role
they will be able to export all of their
contacts from your CRM and take them
elsewhere so I don’t recommend
giving them admin either.
Don’t forget to like and subscribe so you
don’t miss any future videos from me
and make sure to use the link
in the description to get your free trial
and by the sense I’ll see you next time.
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0:31 Go to Agency view
01:01 Add employee permissions and roles
03:36 Client set up
01:30 Step 4: Click send to send video
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**I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.**