> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assistable.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your workspace and client accounts

> Choose the account type, connect the intended client, and verify the connection before building.

A workspace contains your client accounts. Each client account has its own assistants and operational data. Start by choosing whether the account will use GoHighLevel or Assistable's built-in CRM.

## Before you start

Sign in to the intended workspace. For GoHighLevel, use a GHL login that can authorize the agency or location you want to connect. Check your available account allowance before importing several locations.

## Add an account

1. Open **Accounts**, then **New account**.
2. Choose **Create a direct account** for the built-in CRM, or **Connect GoHighLevel** for a GHL agency or location. A Direct account does not require GHL authorization.
3. Complete the selected setup. For GHL, review the location or agency in the authorization screen before approving it.
4. If the agency app is already installed, choose **New account → Import installed locations**. Select the locations you need and review the selection count before clicking **Import**. The dialog checks existing accounts and available capacity.
5. Open the resulting account and confirm its business name, location and timezone before creating an assistant.

## New account choices

| Choice | Purpose |
| - | - |
| Create a direct account | Creates an account using Assistable's built-in CRM; enter its required name and choose **Create account** |
| Connect GoHighLevel | Starts authorization for the intended GHL agency or location |
| Import installed locations | Selects locations from an already connected agency |
| Custom menu link | Builds the portal entry link for GHL; see [all link settings](/v3/guides/ghl/menu-link) |
| Transfer account | Requests an existing GHL-linked account from another workspace into the currently selected workspace |

After Direct creation, **Your account is ready** shows the **Inbound webhook URL** and **Webhook secret**, with copy controls and **Show/Hide webhook secret**. The secret is also available in the account's Integrations. Use the [Direct integration guide](/direct/overview) when connecting an external message source.

For **Transfer account**, provide the existing **Location ID**, optionally explain the request, confirm the information, then choose **Create Request**. A submitted request is not a completed transfer: the source workspace must approve it. If the location is missing, already belongs to the destination, has a pending request, or has no source member able to approve it, resolve the displayed error; the last case requires support.

## Import controls

| Control or label | Meaning |
| - | - |
| Search | Matches the loaded location name, ID or address |
| Location checkbox | Adds or removes that location from the selection |
| Select this page | Selects the currently visible page, subject to available account capacity; it does not select every page |
| Previous / Next page | Moves through ten locations per page without clearing the selection |
| Clear selection | Removes all selected locations |
| Refresh | This location already has an account in the workspace |
| Installed / Not installed | Installation state reported for the location |
| Limit reached | Another new location cannot be selected within the currently available capacity |
| Import | Imports the reviewed selection; wait for the result before repeating |

Selections start empty. The dialog checks existing accounts and current capacity before enabling import. If it reports fewer loaded locations than the agency total, contact support for the missing locations rather than assuming the search covers the whole agency.

## Verify the result

For a GHL account, open **Sub-account connection** in the portal header. Wait for **Connected**: this check contacts GHL using the account's location. Then verify the specific feature you need, such as loading the correct calendar. A successful connection check does not establish that every integration feature is configured.

If the import reports that accounts were imported but details could not be refreshed, refresh Accounts and inspect those accounts before repeating the import. If the account limit prevents a selection, reduce it or review the workspace plan.

## Next steps

* [Create and test an assistant](/v3/guides/getting-started/first-assistant)
* [Give a client access](/v3/guides/accounts/invite-users)
* [Add the portal to GHL](/v3/guides/ghl/menu-link)
* [Understand workspace and client billing](/v3/billing-guide)


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