Agency Dashboard in HighLevel

Updated: February 6, 2026  | 
Author: Bill Stilwell

This post covers what the Agency Dashboard contains, how it differs from a sub-account view, how to navigate between the agency level and individual client accounts, and how the dashboard serves as the operational hub for managing a multi-client HighLevel agency.

Reading time: about 6 minutes.

What Is the Agency Dashboard in HighLevel?

The Agency Dashboard is the top-level view in a HighLevel agency account. It is the screen that appears when an agency user logs in – before they enter any specific client sub-account.

Think of it as the lobby of a building where each floor is a different client’s account. The Agency Dashboard is the lobby – a central location from which the agency can see all floors, choose which one to enter, and manage building-wide systems without being on any single floor.

The dashboard provides access to everything that is managed at the agency level: all client sub-accounts, the Snapshot Manager, SaaS Mode configuration, Rebilling, agency-wide white-label branding, team member management, and agency billing.

Agency View vs. Sub-Account View

Understanding the distinction between the agency view and the sub-account view is the foundational concept for navigating HighLevel as an agency.

The agency view (the Agency Dashboard) is the management layer. It is where the agency controls the structure and configuration of the entire platform – which sub-accounts exist, which snapshots are available, how billing works, who has access to what.

No client-specific CRM data, conversations, or funnels are visible at the agency level.

The sub-account view is the operational layer. It is where the actual marketing work happens – the CRM, funnels, workflows, conversations, and calendar are all within the sub-account.

Each sub-account is a separate, isolated environment with its own data.

An agency user can switch between views at any time. A client user can only ever see their own sub-account – the agency view is not accessible to them.

The Sub-Account List

The centerpiece of the Agency Dashboard is the list of all sub-accounts the agency manages. Each entry in the list shows the sub-account name, and typically the business name and status.

For agencies with many clients, the list can become long. The search function helps locate a specific sub-account without scrolling – typing any part of the sub-account name filters the list in real time.

Consistent sub-account naming makes search more effective: using the client’s business name (rather than an internal project code) means searching by what you actually remember.

Each sub-account in the list has a click-through action that opens that sub-account. Some agencies use additional filtering options to organize accounts by status, industry, or other criteria.

Creating New Sub-Accounts

New sub-accounts are created from the Agency Dashboard. The creation flow asks for the sub-account’s name, the business contact information, and – critically – which snapshot to apply.

Selecting the right snapshot during creation is the single most impactful decision in the new sub-account setup. The snapshot pre-populates the entire sub-account configuration.

Creating an account without applying a snapshot results in a blank account that requires manual setup from scratch.

After creation, the new sub-account appears in the list immediately. The agency enters the new account, completes the client-specific customization (business information, branding, integration connections), and hands off access to the client.

Agency-Level Settings

The Agency Settings section of the Agency Dashboard is where the agency configures its own identity and platform-wide defaults.

Key settings here include: the agency name (used in the white-label branding), the agency logo and brand colors, the agency’s contact email and address, the platform domain if using a custom agency URL, and the billing plan details for the agency’s HighLevel subscription.

White-label configuration – setting the agency’s name and branding so the platform presents as the agency’s own product rather than HighLevel – is managed primarily from Agency Settings. These settings affect how the platform appears to clients who have white-label branding enabled for their experience.

Agency-Level Features

Several HighLevel features exist only at the agency level – they are accessible from the Agency Dashboard and not from within individual sub-accounts.

The Snapshot Manager is agency-level. Snapshots are created from the agency view, and the library of available snapshots is managed from the Agency Dashboard.

Sub-accounts receive snapshots from this library but cannot manage the library directly.

SaaS Mode configuration is agency-level. Creating subscription plans, configuring the self-signup flow, and monitoring subscriber accounts are all done from the agency view.

Rebilling – the feature that allows agencies to charge clients for usage costs (SMS, email, AI) at a markup – is configured at the agency level and then enabled or adjusted per sub-account.

These agency-level features are the structural layer of the agency’s business model. They are not part of what clients see or interact with directly.

Team Management and Permissions

The Agency Dashboard includes team management for the agency’s own team members – not client users (who are managed within their individual sub-accounts).

Agency-level team members can be given different permission levels. A full-access user can see and manage all sub-accounts and agency settings.

A restricted user might be granted access only to specific sub-accounts, preventing them from seeing client accounts they are not responsible for. An admin role can make changes to agency settings; a standard user role cannot.

This permission structure is important as agencies grow. A team of 10 people managing 50 clients across different verticals benefits from clear access controls – preventing one team member’s mistake from affecting a client account they were never supposed to touch.

Switching Between Agency and Sub-Account Views

The most common navigation action for agency users is switching between the agency view and individual sub-account views. This switch happens dozens of times a day in an active agency.

To enter a sub-account from the Agency Dashboard: click the sub-account in the list. The view transitions to that sub-account’s environment.

All agency-level navigation disappears, replaced by the sub-account’s navigation – CRM, funnels, conversations, etc.

To return to the Agency Dashboard from a sub-account: look for the agency switcher in the navigation. It is typically labeled with the agency name, a “Switch to Agency” option, or a home icon that returns to the top-level view.

The exact location varies slightly by interface version but is consistently accessible.

What Can You Do With It?

• Access any client sub-account in one click: The Agency Dashboard is a single location from which any client account in the agency portfolio is one click away. No separate logins, no separate credentials per client – one agency login, one dashboard, access to everything.
• Create and deploy new client accounts with snapshot pre-configuration: New sub-account creation from the Agency Dashboard includes snapshot selection – the entire client setup deploys automatically rather than requiring manual configuration step by step.
• Manage agency-wide branding and white-label identity: Agency Settings is where the agency’s own brand identity is configured – affecting how the platform presents to clients who see the agency’s white-label environment.
• Control team member access across the entire client portfolio: Agency-level permissions determine who can see what – ensuring each team member has access to the accounts and features they need and nothing more.
• Access all agency-level features from one location: Snapshots, SaaS Mode, and Rebilling are all accessible from the Agency Dashboard without needing to enter any specific sub-account to manage them.

Key Definitions

Use Cases by Industry

Marketing Agency – Daily Operations Hub

An agency with 25 clients starts every day on the Agency Dashboard. The team lead opens the dashboard, checks which sub-accounts have new activity indicators, and assigns specific accounts to team members for the day’s tasks.

When a client calls, the account manager finds the sub-account in the dashboard list in seconds using search, enters it, and has the client’s full CRM history, conversations, and pipeline visible before the call is more than 30 seconds old. The Agency Dashboard is the operational routing layer for the entire team’s day.

Result: A team of 5 managing 25 clients operates efficiently because the Agency Dashboard makes every client account equally and immediately accessible. No time spent hunting for logins, no confusion about which account is which.

SaaS Mode Agency – Subscriber Management

A SaaS Mode agency with 60 subscribers uses the Agency Dashboard to monitor their subscriber base. The sub-account list shows all 60 subscribers.

When a subscriber’s account is suspended due to a failed payment, the Agency Dashboard flags the status change – the agency can quickly identify and contact the subscriber.

Creating new subscriber accounts via the self-signup flow happens automatically. But the Agency Dashboard is where the agency monitors the portfolio health – which accounts are active, which have been recently created, and which may need attention.

Result: The Agency Dashboard is the subscriber monitoring layer for the SaaS business. Active management of a 60-subscriber portfolio is tractable because all accounts are visible in one place with status information.

Solo Operator – Efficient Client Switching

A solo operator manages 8 clients without a team. They work on multiple client accounts throughout the day – checking one client’s campaign performance, adjusting another’s workflow, reviewing a third’s leads.

The Agency Dashboard makes context-switching between clients fast.

The average time from deciding to work on a specific client to being inside that client’s account is under 5 seconds – click the Agency Dashboard, type a few letters of the client name in search, click the result. For a solo operator context-switching dozens of times per day, those seconds compound into meaningful efficiency.

Result: A solo operator manages more clients efficiently because the Agency Dashboard reduces the friction of switching between them. More clients per operator is the direct economic benefit of fast sub-account navigation.

Agency Team Lead – Access Control

An agency with a team of 6 uses the Agency Dashboard’s team management to control access carefully. Each team member is configured to see only the sub-accounts they are responsible for.

The team lead has full agency access. Account managers see their assigned accounts only.

A new part-time contractor sees only the two test accounts relevant to their project.

This access control prevents mistakes from crossing client boundaries. A team member working in one client’s account cannot accidentally affect another client’s funnels or contacts by misclicking – because they cannot see those other accounts at all.

Result: Clean team access boundaries prevent cross-account mistakes. Each team member operates in a focused view of their responsibilities, and sensitive client data is only visible to the people who need it.

Who Is This For?

How to Use the Agency Dashboard Effectively

Step 1: Start from the Agency Dashboard on login

Log into the HighLevel agency account. The Agency Dashboard is the default landing screen.

Familiarize yourself with its layout – sub-account list, navigation to agency features, settings access.

Step 2: Use search for fast sub-account access

For agencies with more than a handful of clients, use the search function rather than scrolling. Type the first few letters of the client name.

Click the result to enter the account.

Step 3: Apply consistent sub-account naming

Sub-account names that match the client’s business name are easiest to find via search. Avoid internal codes or project names that make sense now but are forgotten later.

Step 4: Create new accounts with a snapshot

When creating a new sub-account, always select the appropriate snapshot during creation. This is the most efficient moment to deploy the configuration – doing it during creation avoids the extra step of deploying a snapshot to an already-created account.

Step 5: Configure agency settings once

Set the agency name, logo, and branding in Agency Settings. These settings affect the white-label appearance for clients.

Configure them correctly from the start – changing them later requires updating all white-label assets that depend on them.

Step 6: Set team member access before adding team members

Plan the permission structure before adding team members. Decide which roles need full agency access, which need sub-account access only, and which should be restricted to specific accounts.

Step 7: Use the agency switcher to return from sub-accounts

When working inside a client sub-account, use the agency switcher in the navigation to return to the Agency Dashboard. Bookmarking the Agency Dashboard URL is an alternative for very frequent users.

Step 8: Access agency features from the top level

Access Snapshots, SaaS Mode, and Rebilling from the Agency Dashboard navigation. These features require being in the agency view – if they are not visible, confirm you are viewing the agency level, not a sub-account.

Step 9: Review the sub-account list periodically

Periodically review the sub-account list to identify inactive accounts, accounts that need attention, or accounts belonging to clients who have churned. Clean up inactive accounts to keep the list manageable.

How Does It Connect to HighLevel?

• Snapshot Manager: The Snapshot Manager is accessed from the Agency Dashboard. The snapshot library is managed at the agency level, and snapshots are applied to sub-accounts during creation from the Agency Dashboard’s new sub-account flow.
• SaaS Mode: SaaS Mode configuration – subscription plans, self-signup setup, subscriber monitoring – is entirely an agency-level activity accessed from the Agency Dashboard.
• Sub-Account Management: The Agency Dashboard is the primary interface for sub-account management. Creating, accessing, and organizing the full client portfolio is the dashboard’s core function in the day-to-day agency workflow.
• White-Label Mobile App: The White-Label Mobile App configuration is managed from the agency-level settings accessible through the Agency Dashboard – it is an agency-level asset, not a per-sub-account configuration.
• Rebilling: Rebilling setup and management – configuring markup rates for SMS, email, and AI usage charged to clients – is an agency-level feature accessed from the Agency Dashboard, applied at rates set for the agency and then enabled per sub-account.

Common Questions

What is the Agency Dashboard in HighLevel?

The top-level view for agency accounts – lists all client sub-accounts and provides access to agency-level settings and features. The default screen on login before any sub-account is selected.

How do I access the Agency Dashboard in HighLevel?

It is the default view on login for agency accounts. From within a sub-account, use the agency switcher in the navigation – typically the agency name or “Switch to Agency” option.

What can I manage from the Agency Dashboard?

All client sub-accounts, new sub-account creation, agency branding settings, Snapshot Manager, SaaS Mode, Rebilling, team member access and permissions, and agency billing information.

How do I switch between client sub-accounts from the Agency Dashboard?

Click the sub-account in the list to enter it. Use search to find it by name.

Click the agency switcher in the navigation to return to the Agency Dashboard from any sub-account.

Can I search for a specific sub-account in the HighLevel Agency Dashboard?

Yes. The sub-account list includes a search function. Type the client’s name to filter the list and find the account quickly.

Can team members be restricted from accessing certain sub-accounts in HighLevel?

Yes. Agency-level permissions control which team members can access which sub-accounts and at what permission level.

Is the Agency Dashboard different from the sub-account dashboard?

Yes. The Agency Dashboard is the management layer – sub-account portfolio and agency settings.

The sub-account dashboard is the operational view inside a specific client account – their pipeline, leads, conversations, and performance metrics.

Can I see performance metrics for all sub-accounts from the Agency Dashboard?

High-level status is visible. Detailed performance data for each client is within their individual sub-account dashboard – not aggregated into a single combined view at the agency level.

How does the Agency Dashboard differ from a regular HighLevel account?

Regular single-business accounts only have a sub-account view – one CRM, one set of funnels. Agency accounts have the Agency Dashboard as the top level, providing multi-account management and agency-level features unavailable in regular accounts.

Can clients log into the HighLevel Agency Dashboard?

No. Clients log into their own sub-account and see only their data. The Agency Dashboard is only accessible to agency-level users.

To Wrap It Up

The Agency Dashboard is not a flashy feature – it is the infrastructure that makes multi-client agency work possible. It is where the day starts and where the team navigates from to do everything else.

Its value is inversely proportional to how much anyone thinks about it. A well-configured Agency Dashboard – consistent naming, clean team permissions, snapshots ready to deploy, agency branding configured – disappears into the background and simply works.

Every client account is a click away. Every team member sees exactly what they need to see.

New clients are set up in minutes.

A poorly configured Agency Dashboard – inconsistent naming, no access controls, blank accounts with no snapshots applied – creates friction that compounds across hundreds of interactions every month. The 10 minutes spent setting up the Agency Dashboard correctly saves hours over the lifetime of the agency’s operation.

Here is how to get started:

1. Log into the agency account and land on the Agency Dashboard
2. Go to Agency Settings and configure the agency name, logo, and branding
3. Check the sub-account list and apply consistent naming to any accounts with unclear names
4. Set up the Snapshot Manager with at least one high-quality industry snapshot
5. Configure team member access with appropriate permission levels
6. Practice the agency-to-sub-account-to-agency navigation until it is second nature
7. Use search consistently – avoid scrolling for known clients

Name sub-accounts by the client’s actual business name – not by the agency project code or the client’s first name alone. Six months from now, searching “Mike” will return multiple results.

Searching “Mike’s Plumbing” will return exactly one. The five extra seconds of naming discipline now saves considerable searching time later.