Welcome to our GoHighLevel users and staff tutorial.
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In this comprehensive video, we'll explore how to add and manage staff members or team members in GoHighLevel. Whether you're adding a virtual assistant, a client, or a new employee, GoHighLevel provides flexible options to give users the right level of access to your account. We'll walk through the process of adding users at both the agency and sub-account levels, and explain the differences between the two. Here’s a step-by-step breakdown of what you’ll learn:
[0:01] Introduction to Adding Users in GoHighLevel
We start by introducing the concept of adding users to GoHighLevel and the two main approaches: adding users at the sub-account level and at the agency level. Understanding the difference between these two levels of access is crucial for managing permissions effectively.
[0:16] Agency vs. Sub-Account Level User Access
We explain when to use the agency-level access versus sub-account-level access. Agency-level access is ideal for users who need to manage multiple sub-accounts, like a virtual assistant who needs to call leads across various clients. Sub-account-level access is best for users who need to work within a specific account.
[1:00] Navigating to the Sub-Account Settings
We demonstrate how to navigate to the settings within a specific sub-account. This is where you’ll add new users who will have access only to this sub-account.
[1:12] Adding a Team Member to a Sub-Account
Learn how to add a new team member to a specific sub-account. We show you how to fill out user information and explain that once the user is added, they will receive an email with a login link to set up their password. This process is straightforward and helps streamline onboarding.
[1:48] Connecting Users to Calendars
If you want to connect a user to a calendar in GoHighLevel, this is the place to do it. We guide you through linking a user to a pre-existing calendar, which is useful for scheduling appointments directly through GoHighLevel.
[2:01] Setting User Permissions
We go over the different user permissions available in GoHighLevel, showing you how to customize what each user can see and do within a sub-account. Whether it’s limiting access to certain features like websites and workflows, or granting full control, this section helps you tailor user roles to your needs.
[2:31] Understanding User Roles and Admin Access
Here, we highlight a crucial bug in GoHighLevel regarding user roles. Even if you restrict access for an admin, they can still create another user with full permissions. To prevent unauthorized access, make sure to assign the appropriate user roles and understand the implications of each.
[3:23] Call and Voicemail Settings
We briefly cover the call and voicemail settings for users. For most users, you’ll likely leave these settings at their default values unless you have specific needs that require adjustment.
[3:46] Configuring User Availability and Calendar Settings
This section covers how to configure user availability and calendar settings, similar to setting up a new team member in tools like Calendly. We explain how to link users to a calendar, set up meeting locations (e.g., Google Meet, Zoom), and define their availability based on their schedule.
[4:39] Finalizing User Setup
Finally, we wrap up by reviewing all settings and saving the new user profile. Once saved, the user will receive an email with login information and instructions on how to set their password. We emphasize the importance of reviewing all settings to ensure users have the correct permissions and access levels.
By the end of this video, you’ll have a complete understanding of how to effectively add and manage users in GoHighLevel, customize their permissions, and integrate them into your workflows. Make sure to watch the video for a detailed walkthrough and to learn how to optimize your team’s collaboration within GoHighLevel!
