Hey everyone! 👋I'm trying to figure out the best way to:
- Create a sub-account in GoHighLevel,
- Fully set it up with automations, pipelines, calendars, triggers, etc.,
- 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!