How to Set Up Your Agency Workspace in GoHighLevel: Complete Guide for 2026
Understanding the GoHighLevel Agency View
When you first log into GoHighLevel, you'll land in your agency view—this is your command center for managing all client accounts and agency-level settings.
If you ever find yourself inside a client's sub-account and need to return to your agency view, simply click on the account switcher at the top of the dashboard and select "Switch to Agency View." This brings you back to your main control panel.
The agency dashboard provides valuable insights at a glance, including your total revenue from last month, monthly recurring revenue (MRR), new customer count, total customers, growth rate, and revenue distribution. These metrics help you track your agency's performance and make data-driven decisions.
Step 1: Configure Your Profile and Company Settings
Before diving into white labeling and client management, start with the basics. Head to the settings section and update your profile information.
Profile Setup:
Upload a professional profile image
Update your name and contact information
Select your preferred platform language
Set up secure passwords and two-factor authentication
Once your profile is complete, move to the company settings. This is where the magic happens—where you transform GoHighLevel into your own branded platform.
Step 2: Master White Label Settings for Professional Branding
White labeling is what separates professional agencies from amateur operations. Instead of your clients seeing the GoHighLevel logo and branding, they'll see your agency's brand throughout their entire experience.
Essential White Label Configurations:
Custom Logo: Replace the default GoHighLevel logo with your agency's logo. Make sure your logo is in white or a contrasting color that stands out against the dashboard background.
White Label Domain: Instead of your clients accessing their account through "app.gohighlevel.com," they'll use your custom domain like "app.youragency.com." This creates a seamless, professional experience that reinforces your brand with every login.
API Domain: Configure your API domain to ensure all backend communications maintain your branding consistency.
Terms and Conditions: Add your own terms and conditions URL to maintain legal compliance under your agency's name.
Custom Styling: GoHighLevel allows you to customize the JavaScript and CSS to make the platform truly yours. Choose between light and dark themes, adjust colors, and create a unique look that aligns with your brand identity.
These white label settings transform GoHighLevel from a generic tool into a proprietary platform that clients associate exclusively with your agency.
Step 3: Set Up Critical Integrations
Integrations are the backbone of any functional agency workspace. GoHighLevel offers numerous integration options that extend your platform's capabilities.
Phone Integration: Connect your phone system through the GoHighLevel lead connector or integrate third-party phone services. This enables call tracking, SMS marketing, and unified communication management across all client accounts.
Email Services: Configure SMTP settings and custom domains for email delivery. Proper email setup ensures high deliverability rates for your client campaigns. You can choose from various SMTP providers and configure them according to your agency's needs.
System Emails: Customize essential system emails including welcome messages, password reset templates, and verification codes. These touchpoints should reflect your brand voice and maintain consistency across all client communications.
AI Features: GoHighLevel now offers AI employee capabilities and workflow AI. You can activate these features selectively for sub-accounts based on your service packages and client needs.
Workflow Automation: Enable or disable workflow AI features for specific client accounts. This gives you control over which advanced features each client can access based on their subscription tier.
Step 4: Create and Manage Sub-Accounts
Sub-accounts are individual client workspaces within your agency environment. Each client gets their own isolated space with custom settings and permissions.
To create a new sub-account, navigate to the sub-accounts section and click "Add Sub-Account." Fill in the client's information including business name, contact details, and industry category.
Important Note: The number of sub-accounts you can create depends on your GoHighLevel plan. The standard agency plan at $297/month includes a specific number of sub-accounts. If you need more, you'll need to upgrade to a higher tier or the SaaS mode.
Snapshot Feature: One of GoHighLevel's most powerful features is the ability to use snapshots—pre-built templates with automations, funnels, and workflows already configured for specific industries. You can deploy these instantly into new sub-accounts, saving hours of setup time.
Once created, each sub-account appears in your list where you can quickly switch between client accounts, manage their settings, and control which features they can access.
Step 5: Configure Team Management and Permissions
As your agency grows, you'll need team members to help manage client accounts. GoHighLevel's team management features let you create user accounts with specific roles and permissions.
Navigate to the teams section under settings to add new users. You can assign different permission levels—from limited access for junior team members to full administrative rights for senior staff. This ensures team members can only access what they need to perform their roles effectively.
Step 6: Set Up Payment Processing
For agencies operating in SaaS mode or collecting recurring payments from clients, integrating Stripe is essential. Connect your Stripe account through the integrations section to automate billing, manage subscriptions, and track revenue directly within GoHighLevel.
This integration eliminates the need for separate billing software and provides clients with a seamless payment experience.
Advanced Settings and Optimization Tips
Company Details: Keep your company information updated in the advanced settings section, including business name, email, phone number, website, and physical address. This information populates across various client-facing elements.
Feature Management: Selectively enable or disable features like AI employees, premium triggers, and autocomplete address functionality based on which clients have access to premium features.
Private Integrations: For agencies with custom development needs, GoHighLevel supports private integrations. These allow you to connect proprietary tools or create custom workflows that give your agency a competitive edge.
Conclusion
Setting up your GoHighLevel agency workspace correctly is an investment that pays dividends through improved efficiency, professional branding, and scalable client management. By following these steps—from configuring white label settings to managing integrations and sub-accounts—you create a foundation for sustainable agency growth.
Remember, the key to GoHighLevel success isn't just having the platform; it's configuring it to reflect your agency's unique value proposition. Take time to properly brand your workspace, set up integrations that matter to your clients, and create systems that scale.
Ready to experience GoHighLevel for yourself? Take advantage of the 30-day free trial to explore these features hands-on. You'll get access to the full platform, allowing you to test these configurations and see how GoHighLevel can transform your agency operations.
Start building your agency empire with GoHighLevel today—because your clients deserve more than just another CRM; they deserve a branded experience that positions you as the expert they can trust.