Overview
User management lets you invite team members, clients, and third-party professionals to your workspace or individual sub-accounts. Users need to be members to access billing settings, manage assistants, and configure their accounts.Adding Users to Your Workspace
Access the Members Section
Go to Settings > Members in your workspace. You can also use the Launchpad’s “Add Team Member” shortcut.
Invite a New Member
- Click Invite Member
- Enter the user’s email address
- Click Send Invite
Adding Members to Sub-Accounts
To give a client access to their sub-account (including billing):- Go to your Agency Dashboard
- Find the client’s sub-account
- Click Invite Member
- Enter their email and send the invite
Clients must be invited as members before they can see their Billing settings or set up their wallet.
FAQs
What if the invited user doesn't have a GHL account?
What if the invited user doesn't have a GHL account?
One is created automatically. They’ll receive a password reset email.
Do users get notified when removed?
Do users get notified when removed?
No, but their access is revoked instantly.
Can I invite multiple users at once?
Can I invite multiple users at once?
No — each user must be invited individually by email.
Can another user manage billing?
Can another user manage billing?
Yes, but they must first be added as a member of the workspace.
Related Pages
Sub-Account Management
Full sub-account management guide
Subaccount Wallet
Client wallet setup
Permissions
Control feature visibility
Restrictions
Restrict sub-account access