How do I create and fully set up a sub-account in GHL — and make it so the client can't mess anything up?
Hey everyone! 👋I'm trying to figure out the best way to:
  1. Create a sub-account in GoHighLevel,
  2. Fully set it up with automations, pipelines, calendars, triggers, etc.,
  3. And make sure the client can’t accidentally change or break anything inside the account.
Is there a way to lock down permissions or give them limited access — just to the parts they need (like conversations and maybe the calendar)?
Would really appreciate any best practices, step-by-step advice, or even a short SOP if someone already has one! 🙏
Thanks in advance!
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Nurbai Myrza
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How do I create and fully set up a sub-account in GHL — and make it so the client can't mess anything up?
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