Hey, guys! What’s up? It’s Christine Seale, the High Level Queen. Today, I’m thrilled to share some game-changing insights on one of the most crucial aspects of Go High Level: setting up your employees and clients with the correct permissions. Whether you’re new to Go High Level or looking to refine your processes, this guide will help you navigate the platform like a pro.
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Step 1: Setting Up Employees in Go High Level
First things first, let’s talk about setting up your own employees in Go High Level. This is where you ensure your team has the right access to perform their tasks efficiently without compromising security.
Switch to Agency View: To start, you need to switch to the Agency View. This can be done by clicking on the top agency level and selecting “Switch to Agency View.”
Navigate to Settings and Team: Once in Agency View, go to Settings and then Team. Here, you’ll see all users in every account within High Level.
Add Employee: Click on “Add Employee” and fill in their information. Now comes the crucial part – setting permissions. Permissions in Go High Level correspond to various tabs. For instance, if you want an employee to have access to funnels, keep the funnel option on. Otherwise, turn it off.
For new employees, I recommend starting with limited permissions and gradually expanding them as they earn your trust. This approach ensures that your sensitive data remains secure while your employees get accustomed to their roles.
Assign Roles: Next, you need to decide on their roles. The user type can be either agency or account. Agency users can see all accounts, while account users are restricted to specific accounts.
- Agency Role: If you assign an agency role, the user will have access to all accounts within High Level.
- Account Role: Assign specific accounts to the user. They will receive notifications for those accounts if they have the app or desktop notifications turned on.
User vs. Admin: We typically assign our employees as admins because they need access to top-level settings. As a user, they won’t have this access.
Finalize Setup: Set their username and password, and once they log in and sync their calendar, you can assign them a calendar.
Step 2: Setting Up Clients in Go High Level
Setting up clients is a bit different but equally important. You want to ensure clients have enough access to manage their accounts without compromising your system’s security.
Access Client Accounts: Go to the client account and click on Settings, then My Staff. This is where you add your clients.
Add Client Information: Enter their information and set a password. You can also select a default calendar for them.
Set Permissions: When it comes to permissions, be selective about what you allow. Here are my recommendations:
- Campaigns and Triggers: Turn these off to prevent clients from making unauthorized changes.
- Contacts: Allow access to contacts for communication.
- Marketing: Disable marketing access unless absolutely necessary.
- Admin Role: Avoid assigning the admin role to clients. This prevents them from exporting all contacts from your CRM.
For managers, you might want to leave call reporting on. However, turn off access to social planner, workflow, websites, and bulk requests.
By setting these permissions correctly, you ensure that clients can operate effectively without risking data security.
Final Tips
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That’s it for today’s guide. Setting up your employees and clients with the correct permissions in Go High Level is essential for smooth operations and data security. With these steps, you’ll be well on your way to mastering Go High Level. See you next time!