Account, team and admin
Set up your profile, invite teammates and partners, choose what each role can do, and manage your notifications.
By Kaylan1 author19 articles
- Can I access the platform from my phone?
- What happens if the platform goes down?
- Who owns the client data I put into the platform?
- How do I delete a deal, a test business, or close my account?
- Can I import my clients in bulk or connect a CRM other than GoHighLevel?
- How do I add a team member to my account?
- Can I add my client or partner as a member instead of an admin to keep things secure?
- Can I track which team member or partner each deal came from?
- How does an invited teammate or partner accept their invitation?
- What roles can I assign to people I invite, and what do they control?
- Where do I update my profile details like my phone number?
- What are the password requirements when I set up my account?
- Will I get notified when a new business signs up or submits a deal to me, or when a client uploads a document?
- Do you have an API, and where do I find the documentation?
- Do my platform contacts and tags sync to GoHighLevel, and how quickly?
- How do I rename a business if the name is showing incorrectly?
- Can I set up one shared admin or support account instead of many individual admins?
- Do my referral or affiliate partners get automated reports?
- Do I need a developer to set up the API or a CRM integration like GoHighLevel?