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Overview: Agency Management (Beta)

Learn what the Agency Management features are and how to use them in your agency.

By Client Success
August 7, 2024

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:

  1. 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.

  1. 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

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