HighLevel
Module 2 of 6

The Core Build:Account & User Configuration

Time to get your hands dirty. In this module you'll create your Sub-Account, set up your business profile, connect your custom domain, and add your team.

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Your Sub-Account is where all the action happens. It's the dedicated workspace for your business (or a client's business). Let's create one and fill in the essential business profile information.

Step-by-Step

1

Create Your Sub-Account

From your Agency dashboard, click Sub-Accounts in the left sidebar, then click "Create Sub-Account". Name it after your business (e.g., "Smith Marketing Agency").
2

Switch Into the Sub-Account

Click on your newly created Sub-Account to enter it. You're now inside the workspace where you'll do all your work.
3

Navigate to Settings → Business Profile

Click the gear icon (Settings) in the left sidebar, then select Business Profile.
4

Fill Out All Fields

Complete every field in the Business Profile. Here's what each one does:
Business Name
Required

Your legal or brand business name. This appears on invoices, emails, and across the platform.

Address
Required

Physical business address. Required for email compliance (CAN-SPAM) and appears in email footers.

Phone Number
Required

Primary contact number. Used as the default caller ID and appears on forms and templates.

Website

Your main website URL. This links across various parts of the platform.

Logo & Favicon

Upload your brand logo (recommended 500x500px) and favicon. These appear on funnels, emails, and the platform header.

Why every field matters: GoHighLevel pulls your business info into emails, funnels, invoices, and more. Filling this out now means everything will look professional and consistent from day one — no scrambling later.
5

Upload Your Logo & Favicon

Scroll down to the Logo and Favicon sections. Upload your business logo (at least 500×500px) and a square favicon (32×32 or 64×64px). These will appear across the entire platform, including on your funnels and emails.
Don't skip the address! Your physical business address is legally required in marketing emails under CAN-SPAM law. GoHighLevel automatically inserts it into email footers. If you skip it, your emails may fail compliance checks.

Why Connect a Custom Domain?

Brand Trust

yourbusiness.com looks professional vs. a GHL subdomain

Email Deliverability

Emails sent from your domain land in inboxes, not spam

SEO Benefits

Your funnels rank under your own domain in search engines

GoHighLevel offers two methods to connect your domain. Choose the one that matches your setup:

Easiest Method

Works with GoDaddy, Google Domains, Namecheap, and most popular registrars. GoHighLevel will automatically configure the DNS records for you.

1

Navigate to Settings → Domains

In your Sub-Account, click the gear icon in the left sidebar, then select Domains.
2

Click "Add Domain"

Enter your domain name (e.g., yourbusiness.com) and select your registrar from the list.
3

Authenticate with Your Registrar

You'll be redirected to log in to your domain registrar. Grant GHL permission to manage your DNS.
4

Wait for Verification

DNS propagation can take up to 24 hours
Don't have a domain yet? You can still proceed with the tutorial. GoHighLevel gives you a temporary subdomain to use for testing. But we strongly recommend connecting a real domain before going live — it makes a massive difference in trust and deliverability.

Verify: You'll know it's working when you see a green "Connected" status next to your domain in Settings → Domains.

If you have team members, VAs, or employees who need access to your GoHighLevel account, now's the time to add them with the right permissions.

1

Navigate to Settings → My Staff

In your Sub-Account sidebar, click Settings, then My Staff.
2

Click "Add Employee"

Enter their name, email address, and phone number. They'll receive an invite to set up their login.
3

Choose the Right Role

Select either Admin or User. Here's the difference:
Permission
Admin
User
View Dashboard
Manage Contacts & CRM
Create & Edit Funnels
Build Workflows
Access Email & SMS Campaigns
View & Respond to Conversations
Manage Pipelines & Opportunities
Billing & Account Settings
Add/Remove Team Members
Domain & Integration Settings

Account User vs. Agency User

There's also a distinction between where a user lives in the hierarchy. Toggle below to understand the difference:

Account User

Lives inside a single Sub-Account. This is what you'll use for team members who work on one specific business/client. They can only see and access the data in that Sub-Account.

Best for: Team members, VAs, client staff
Principle of Least Privilege: Only give team members the access they actually need. Start with "User" role and upgrade to "Admin" only if they need full control. This protects your account from accidental changes.
Solo founder? You can skip this section for now. You already have Admin access as the account owner. Come back here when you bring on your first team member or VA.

Before moving to Module 3, make sure you've completed these essential setup steps:

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What's Next?

Your account is configured and ready to go! In Module 3, you'll set up your communication channels — email, SMS, and phone — so you can actually reach your leads. This includes the critical email authentication step (SPF, DKIM, DMARC) that most beginners skip and regret.

Need Help With Your Setup?

Our agency specialises in GoHighLevel implementation. If you'd rather have experts handle the technical setup while you focus on your business, we're here to help.

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