NOTE: This feature is currently in Beta. If you experience any issues, please submit a Support Ticket describing the issue in detail (include a screen-recording, if possible).
The Agency Management feature is a set of specialized tools that give HighLevel Agencies the power to effectively and efficiently manage their Agency's SaaS customers & their sub-accounts - all from within the Agency's own subaccount.
Tools Released To Date:
Agency Management Workflow Authentication (GHL App Marketplace)
Agency Management Workflow Actions (GHL App Marketplace)
App Details:
Agency Management Authentication
Free to install.
Acts as a parent app to give the "Agency Management Workflow Actions" app (described below) the authentication it needs to manage the agency as a whole.
Agency Management Workflow Actions
Requires a License/API key during installation (obtained from the Toolkit membership website).
Provides additional specialized agency management Workflow Actions.
For installation on 'master sub-accounts' that agencies use to operate their business & sell their SaaS plans from. (NOTE: Most agencies only have 1 'master sub-account' that they use.)
IMPORTANT: Agency Management Workflow Actions are Premium Actions that HighLevel will bill usage for. For more info on Premium Actions, see: https://help.gohighlevel.com/support/solutions/articles/155000001156-highlevel-pricing-guide#Premium-Triggers-&-Actions
Related Help Docs:
Installation Guide: Agency Management (Beta) apps
List of Agency Management Workflow Actions
Bulk Updating Custom Values via "Custom Values To Upsert (Bulk)"
Agency Management Workflow Actions: How To Create a New Location and New User
