Team Management in HighLevel
HighLevel Team Management is where agency and sub-account users are added, assigned roles, and managed. Access it at Settings, then Team Members (or My Staff) in the sub-account, or at the agency level in Agency Settings. Add team members by email, assign a role, and they receive an invitation to set up their access. Team members can be assigned to specific sub-accounts or given agency-wide access. Remove or deactivate team members when they leave to protect account security.
Adding Team Members in HighLevel
Navigate to Settings, then Team Members in the sub-account, or to the agency-level team settings for agency-wide access.
Click to add a new team member. Enter their name and email address. Select their role – admin, user, or a custom role if configured.
The team member receives an invitation email to complete their account setup. Once set up, they appear as available assignees for tasks, conversations, calls, and calendars.
Managing Sub-Account Access
At the agency level, team members can be given access to specific sub-accounts rather than all sub-accounts.
An account manager assigned to 5 clients only sees those 5 client sub-accounts in their dashboard – not all agency clients.
This segmented access protects client confidentiality and focuses team members on their specific responsibilities.
Offboarding Team Members
When a team member leaves, deactivate or remove their account promptly.
An active account belonging to a former employee is a security risk – they can still log in and access client data until their account is disabled.
Reassign any open tasks, conversations, and calendar appointments from the departing team member before deactivating their account.
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