๐ Creating sub-accounts
Full step-by-step walkthrough here -> https://app.supademo.com/demo/cm28yqady0fbkvm5skwdtnacn
- Now we are going to add your sub-accounts into your agency workspace ๐
- Scroll down to the bottom of the dashboard page and copy your custom menu link.
- Now lets go into your GoHighLevel agency dashboard to add your custom menu link.
- To get started, click on "Settings".
- Click on "Custom Menu Link".
- Let's create a new custom menu link here by clicking "Create New".
- Paste your custom menu link here, EXACTLY as given.
- The "Link Icon" and "Link Title" is what your clients will see, you are free to fill in as you like :)
- Go ahead and turn off "Show link on Agency sidebar", there is no location ID associated so it will not work. OPTIONAL: You can create another custom menu link at the agency level with your workspace link.
- OPTIONAL: Turn on microphone and camera access. In the case of future voice cloning and video products / features.
- Navigate to the sub-account you want to access the AI client portal in.
- Click on your brand new custom menu link to open the AI client portal. Your sub-account will be created and connected via oauth automatically for you.
- And you're done and good to go ๐ฅ
Updated 2 months ago