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Overview

After sub-accounts are synced to your workspace, you can manage every aspect of them from the Agency Dashboard — edit account details, set usage limits, control feature visibility, invite users, and handle billing.

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Managing a Sub-Account

1

Access the Sub-Account

In your workspace, locate and click the desired sub-account. You can pin favorites to keep frequently-accessed accounts at the top.
2

Edit Account Info

Click Edit Account to modify:
  • Sub-account name, email, phone number
  • Website and time zone
Info is auto-filled from GoHighLevel via OAuth but can be changed manually. Click Save Changes to confirm.
3

Set Content & Usage Limits

Go to Manage Limits to define:
  • Maximum number of assistants
  • Maximum messages
  • Phone number limits
Set specific limits or make everything unlimited. See Subaccount Limits for details.
4

Manage Tab Permissions

Use Permissions to control which tabs are visible to non-admin users. Admins always see everything. See Permissions.
5

Invite or Manage Members

Click Invite Member to add users by email. New users are created automatically. Members need access to see the billing tab and manage settings. See User Management.
6

Lock/Unlock the Account

Use Lock/Unlock for admin-level security. Requires an admin password. Useful for restricting or freezing access temporarily.
7

Manage GHL Connections

If sync breaks, use Agency Connection to refresh or Direct Connect to manually re-authenticate.
8

Configure Rebilling

Set up per-account rebilling rates for voice minutes and other usage.

Subaccount Limits

Configure usage limits

Permissions

Control feature visibility

Restrictions

Restrict sub-account access

User Management

Add and remove users

Rebilling

Set up client billing

Workspace Setup

Full workspace configuration