GoHighlevel User Switching
This feature allows an agency user to log in as any user in any sub-account.
What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The GoHighlevel platform offers every tool needed to run a business successfully at a fixed monthly cost. The GoHighlevel platform allows you to Whitelabel their software so agencies can use this platform and brand it like it was their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically, agencies would perform a job for their client, like building a website or running Facebook ads, only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now, with Gohighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services, and your client continues to pay for these each month like a utility, creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so that you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage, so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
How to Switch Users in GoHighlevel?
Being able to switch user roles in GoHighlevel is a truly valuable support option for marketing agencies. It allows a support person to see what the user calling into support is seeing on the screen to help them diagnose and troubleshoot the issue. This provides the marketing agency a true advantage since they can see what the user is experiencing in real-time.
An agency user or admin can do this by going to their GoHighlevel profile menu, selecting the Login As function, and then choosing the user in the sub-account they are speaking to. Before you do this, you must select the correct sub-account first the user has access to if you do not, you will see a spinning wheel indefinitely because the user will not have access to the account you are currently in.
You will see this screen at the top once you log in as a particular user.
From this, you can interact as the user, then click on the “switch to my account” link and return to your agency account setting. You can also change the user’s settings to correct misconfigurations while logged in.
GoHighlevel User Switching Conclusion
As an agency owner, you will be responsible for supporting your clients. When users have problems like getting an error, you can have a Zoom call to help them, but it’s often much more valuable to test their account on another computer to see if they are still getting the same error. This built-in feature with GoHighlevel allows support staff to handle user issues faster and more efficiently. You no longer have to ask users for the login and password and deal with security issues like that.