The Company section of your Agency Settings allows you to customize your Agency’s information, features, and visual and login configurations. Since this section contains so many important settings, follow along to learn what they are and how to use them.
Basic Details #
The Basic Details section allows you to modify your agency’s information and features. It’s made of the following areas.
Company Details #
The Company Details area allows you to update basic company details, such as your agency’s name or website.
Company Address #
The Company Address section allows you to update details related to your agency’s location.
Features #
- AI Employee: By enabling this option, you’ll include AI assistants in your customers’ sub-accounts.
- Workflow – Premium Features: By enabling this option, you’ll include Premium triggers and actions in workflows.
- Workflow – External AI Models: By enabling this option, you’ll add External AI Model support to workflows.
- Domain Purchase: By enabling this option, you’ll add the option for customers to purchase a domain directly inside your CRM.
- Template Library for Clients: Enabling this option allows you to share funnel, website, social planner, and email templates with your sub-account users.
Whitelabel #
The Whitelabel section allows you to customize the look of your agency’s browser app. It is divided into these sections.
Logo #
In this area, you can add or update your brand logo, which will be used as the icon for your agency’s app.
Domains #
Update your domains, URLs, and Google Login permissions in this section.
Policies #
Update your privacy policies and T&C URLs in this section.
Custom JS #
Customize the platform with JS coding.
Custom CSS #
Customize the platform with CSS coding.
Theme #
Choose a default theme for your agency.
Advanced Settings #
The Advanced Settings section allows you to configure security and experience details.
Enhanced Security #
The Enhanced Security area allows you to manage automatically implemented changes to strengthen security and prevent potential breaches.
Session Timeout #
The Session Timeout allows you to define if and when to terminate the current session and log the user out after inactivity.
Support Access #
The Support Access toggle enables the GoHighLevel Support team to temporarily access your account or sub-accounts inside your agency for troubleshooting and issue resolution.
Optimize Experience #
The Optimize Experience section allows you to manage guides for you and your clients. These are:
- NPS Survey: To measure customer loyalty and satisfaction by asking how likely they are to recommend your business (0-10 scale).
- Product Guides: If enabled, guides will be shown to sub-account users to help them discover new features and increase adoption and engagement.
- Daily Updates: When enabled, the sub-account users will receive a report of their lead management.
- Lab Features: Turning this feature on gives you and your sub-account users early access to major feature upgrades.
- Preloaded Example Data: This lets you provide prefilled data in new sub-accounts to accelerate onboarding.
Single Sign-On (SSO) #
Single Sign-On (SSO) allows you to access multiple applications with one set of login credentials. Set up SSO for your account to enhance security and streamline access to your applications.
These are the basics of your Agency Company Settings. We hope this little guided trip helps you navigate this section with confidence.
Frequently Asked Questions #
What can I configure in the Company section of Agency Settings? #
You can customize your agency’s information, enable platform features, and configure visual (whitelabel) and login settings, plus advanced security and experience options.
What does the Basic Details section include? #
It includes Company Details (name, website), Company Address (location), and Features toggles such as AI Employee, Workflow Premium Features, External AI Models, Domain Purchase, and the Template Library for Clients.
What can I customize in the Whitelabel section? #
You can set your logo, domains and URLs (including Google Login), privacy/T&C policy URLs, custom JS and CSS, and a default theme for your agency app.
What is the Support Access toggle? #
It lets the GoHighLevel Support team temporarily access your account or sub-accounts for troubleshooting and issue resolution.
What options are in the Optimize Experience section? #
It includes the NPS Survey, Product Guides, Daily Updates, Lab Features for early access to upgrades, and Preloaded Example Data to speed up onboarding.
What is Single Sign-On (SSO)? #
SSO lets you access multiple applications with one set of login credentials, enhancing security and streamlining access to your applications.
