As a business owner, you know how key it is to keep your CRM platform tidy and efficient. But what if you need to remove a sub-account on GoHighLevel? Are you ready for the steps involved? In this detailed guide, we’ll walk you through deleting a sub-account on GoHighLevel. This way, you’ll be well-prepared to make smart choices.
Ever wondered, “How can I delete a sub-account on GoHighLevel without losing my data or affecting my team?” You’re not alone. Many GoHighLevel users have this question. We’re here to give you the clear answers you’re looking for.
Understanding GoHighLevel Sub Accounts
GoHighLevel has a great feature called “sub accounts.” It lets users make separate workspaces in their main account. These sub accounts help make workflow better, let you set up different settings for clients, and give you insights into how each account is doing.
What Are Sub Accounts in GoHighLevel?
Sub accounts in GoHighLevel are like separate areas in your main account. They help you organize your CRM, marketing, and business operations into different, customizable spaces. This makes it easier to manage many clients, departments, or locations.
Benefits of Sub Account Management
- Improved workflow efficiency by breaking down different business parts
- Custom settings and branding for each client or department
- Easier tracking and analysis of each account’s performance and metrics
- Enhanced security and access control by giving specific permissions to team members
Common Use Cases for Sub Accounts
- Managing many clients or customer accounts in one GoHighLevel instance
- Keeping different departments or business units separate
- Organizing and monitoring various business locations or franchises
- Offering unique experiences and data access to team members
Using sub account features in GoHighLevel helps users organize their CRM better. It makes workflow more efficient and gives valuable insights into business operations and client interactions.
| Feature | Benefit |
|---|---|
| Compartmentalized Workspaces | Improved organization and management of multiple clients, departments, or business locations |
| Customized Settings and Branding | Tailored experiences and brand alignment for each sub account |
| Individual Performance Tracking | Detailed insights and metrics for each sub account, enabling better decision-making |
| Enhanced Security and Access Control | Granular permissions and visibility settings to protect sensitive information |
Why You Might Need to Delete a Sub Account
In the fast-paced world of business, you might need to delete a sub account on GoHighLevel. This could be due to account cleanup, business reorganization, or getting rid of unused accounts. Deleting a sub account can make your operations smoother, clear up your dashboard, and use resources better.
For example, if your company has changed a lot, you might need to merge your GoHighLevel sub accounts. Or, if you have sub accounts that aren’t used anymore, deleting them keeps your workspace tidy. This lets you concentrate on what’s important for your business.
Remember, deleting a sub account can’t be undone. So, think carefully before you do it. It could affect how you access data, your client relationships, and other connections. Make sure you understand what might happen and have a plan before you start the deletion process.
“Deleting a sub account on GoHighLevel can be a big decision. But it can also help make your business run better and more efficiently.”
By thinking about why you need to delete a sub account and being careful, you can make the transition smooth. This helps your business run better and succeed more.
Prerequisites Before Deleting a Sub Account
Before you delete a sub account on GoHighLevel, make sure you’ve backed up your data. You also need to verify account access and keep important documents safe. These steps are key to a smooth transition.
Data Backup Requirements
Backing up all data from the sub account is a must. This includes client info, project details, and communication history. Without a backup, you could lose vital data, harming your business.
Account Access Verification
Make sure you have the right access to delete the account. Check that you have admin rights and no one else is logged in. This prevents unauthorized access and keeps the deletion process smooth.
Important Documentation to Save
Save any critical information related to the sub account. This includes integrations, custom settings, and client preferences. Keeping this info helps with a smooth transition and future setup needs.
By following these steps, you can delete the sub account safely. This way, you avoid losing data and keep your business running smoothly.
How to Delete Sub Account on GoHighLevel
Deleting a sub account in GoHighLevel is easy and quick. As the main account owner, you can manage and remove sub accounts when needed. This step-by-step deletion guide will help you remove sub accounts efficiently.
- Log in to your primary GoHighLevel account.
- Navigate to the “Settings” section of your dashboard.
- Click on the “Sub-Accounts” tab to view the list of active sub accounts.
- Locate the sub account you wish to delete and click on the “Delete” option.
- Confirm the deletion when prompted to permanently remove the sub account and its associated data.
The deletion is immediate. Once you confirm, the sub account will be gone from your GoHighLevel account management dashboard. Remember, this action is permanent. So, back up any important data before you delete it.
“Deleting a sub account in GoHighLevel is a straightforward process that can be completed in just a few steps.”
By following this guide, you can keep your GoHighLevel account management in order. You’ll be able to manage and remove sub accounts as needed.
Important Considerations During the Deletion Process
When you delete a sub account on GoHighLevel, protecting data and making the transition smooth for your team is key. There are a few important things to think about during this process.
Data Loss Prevention
Before you start deleting, make sure all important info like contacts and campaigns is backed up. This step helps keep your valuable data safe and prevents loss when removing the sub account.
Impact on Integrations
Deleting a sub account will stop any integrations or linked services. It’s important to check your integration management to see how it will affect your team’s work. Plan to keep your operations running smoothly.
Communication with Team Members
Let your team know about the sub account deletion to make the transition smooth. Give them clear instructions on any changes in access or how to work together. Good communication helps keep your team productive.
| Consideration | Action |
|---|---|
| Data Protection | Backup all essential information before deletion |
| Integration Management | Review and plan for the impact on linked services |
| Team Communication | Inform and guide team members on the changes |
By focusing on these key points during the sub account deletion, you can make the transition smooth. This approach helps keep your data protection, integration management, and team communication strong.
Managing SaaS Wallet Balance Before Deletion
Before deleting a SaaS-enabled sub account, managing the SaaS wallet balance is key. The SaaS wallet tracks credits and charges for services like sending messages and making calls. It’s important to reconcile the wallet balance before deleting to avoid any issues.
Start by checking the transaction history in the sub-account settings. Look for any non-complimentary credits that need to be refunded through Stripe. Not refunding these could cause payment problems, which is a big deal in India due to RBI rules.
Also, know about the system’s automatic wallet recharge. GoHighLevel lets up to 7 automatic recharges for SaaS wallets and up to 12 in 3 days for agency wallets. If these fail, you’ll need to manually recharge to avoid Stripe account suspension.
Before disabling SaaS mode, export all transaction details. This info will be lost once SaaS mode is disabled. So, it’s vital to keep a record of all wallet activities, including Twilio and Email rebilling charges.
| Wallet Recharge Attempts | Maximum Allowed |
|---|---|
| SaaS Wallets | 7 automatic attempts |
| Agency Wallets (ISV) | 12 automatic attempts within 3 days |
By managing the SaaS wallet balance and knowing about automatic recharges, you can delete your SaaS-enabled sub account smoothly.
Handling Twilio and Mailgun Connections
When you delete a GoHighLevel sub-account, it’s important to handle Twilio and Mailgun connections. You need to close and disconnect these services before you delete the account.
Closing Connected Services
If the sub-account has Twilio or Mailgun integration, you must close these services. Log into Twilio and Mailgun, find the sub-account’s info, and cancel or deactivate it.
Removing API Integrations
Also, remove any API integrations for the sub-account. This is key if the client is leaving your agency. It ensures a clean break and avoids future problems.
By managing Twilio and Mailgun connections and removing API integrations, you ensure a smooth transition. This keeps your agency’s services running smoothly after the sub-account is deleted.
Post-Deletion Steps and Verification
After deleting a sub-account on GoHighLevel, it’s important to follow a few steps. This ensures the deletion was done right and there are no problems left. Let’s look at how to verify the deletion to keep your account safe and organized.
Verifying Account Deletion
First, log back into your GoHighLevel account. Go to the Sub-Accounts section. Check if the deleted sub-account is gone from the list. Seeing it’s not there is the first sign it was deleted right.
Checking for Data Cleanup
Then, take a close look at your dashboard. Look for any data or connections from the deleted sub-account. This might include contacts, funnels, automations, or integrations. Make sure to remove any leftover data to keep your account clean.
Revoking User Access
If the deleted sub-account was for a client or team member who left, remove their access. This protects your data and makes the transition smooth.
By doing these steps and checking the deletion, you can be sure your GoHighLevel account is in good shape. It’s ready for more growth and success.
Best Practices for Account Management
Managing a strong and safe account system is key for any business using SaaS platforms like GoHighLevel. A structured approach to auditing, documenting, and securing accounts is vital. This keeps your workspace efficient and protects your clients’ sensitive info.
Regular Account Audits
Regular account audits are a must for a tidy and productive workspace. They help spot unused or old sub-accounts. This keeps your account auditing fresh. By cleaning up your account structure, you boost productivity, cut costs, and lower security risks.
Documentation Guidelines
Setting clear documentation best practices for sub-accounts is critical. Document each sub-account’s purpose, clients, and settings. Keeping detailed records makes onboarding and offboarding smooth. It also helps your team work better together and share knowledge.
Security Measures
Strong CRM security is vital to keep client data safe in all sub-accounts. Use strong passwords, check access rights often, and use two-factor authentication when you can. This keeps your client data safe and builds trust in your services.
| Best Practice | Description | Key Benefits |
|---|---|---|
| Regular Account Audits | Periodically review and streamline sub-accounts to identify unused or outdated entries. | Improved workspace organization, cost optimization, and enhanced security. |
| Documentation Guidelines | Establish a standardized process for documenting sub-account details, including purpose and settings. | Facilitates onboarding, offboarding, and collaboration; promotes knowledge sharing. |
| Security Measures | Implement robust password policies, access controls, and two-factor authentication across all sub-accounts. | Protects sensitive client data and maintains trust in your services. |
By following these account management best practices, businesses can keep their GoHighLevel workspace organized, secure, and up-to-date. This meets their operational and compliance needs.
Alternative Solutions to Account Deletion
Deleting a sub-account in GoHighLevel might not always be the best choice. Look into other options to make your account reorganization smoother, improve your CRM, and enhance your workflow.
Try adjusting the settings of your sub-account instead. You can change permissions, roles, and access levels. This way, you might not need to delete it for a new client or project.
Archiving inactive sub-accounts is another option. This keeps your data safe while cleaning up your account. You can always reactivate them when needed.
Consider merging multiple sub-accounts if you have them. This can make your operations more streamlined. You keep the needed separation between clients or projects but with a more organized account.
“The key to effective account management is finding the right balance between flexibility and efficiency. By exploring alternative solutions, you can optimize your workflow and enhance your overall CRM experience.”
Deleting a sub-account should be a last resort. Before you do, check out these alternatives. See what’s best for your business.
Conclusion
Deleting a sub account in GoHighLevel is easy if you follow the steps. It’s important to prepare well, think about other options, and check everything after deletion. This keeps your CRM efficiency high.
Before you start, make sure to back up your data and check who can access the account. It’s also good to write down important details. When you delete, think about how it will affect your integrations and data. Also, remember to handle your SaaS wallet balance and Twilio and Mailgun connections.
Following these tips and using account organization best practices helps manage your GoHighLevel sub accounts well. Regular checks, keeping records, and security steps are key to success and efficiency in GoHighLevel.
FAQ
Q: How do I delete a sub account in GoHighLevel?
A: To delete a sub account in GoHighLevel, first log in to your main account. Then, go to the “Settings” section. Click on the “Sub-Accounts” tab.
Select the sub account you want to delete. Click on “Delete” and confirm when asked.
Q: What are the benefits of using sub accounts in GoHighLevel?
A: Sub accounts in GoHighLevel make your workflow more efficient. They let you customize settings for each client. Plus, you can track how each account is doing.
They help you organize and manage many clients or projects better.
Q: When might I need to delete a sub account in GoHighLevel?
A: You might need to delete a sub account for several reasons. This includes business changes or when you reorganize. Or, you might just want to get rid of unused accounts.
Deleting sub accounts can make your operations smoother. It also helps clear up your dashboard and makes sure you use your resources well.
Q: What should I do before deleting a sub account in GoHighLevel?
A: Before you delete a sub account, make sure to back up all important data. Check that you have the right access and permissions. Also, document any settings, integrations, and client info linked to the sub account.
Q: How do I manage the SaaS wallet balance before deleting a sub account?
A: Before deleting a SaaS-enabled sub account, check the SaaS wallet balance. Look at the transaction history in the sub-account settings. Refund any credits that weren’t used and export all transaction details before disabling SaaS.
Q: What should I do with Twilio and Mailgun connections before deleting a sub account?
A: If your sub account uses Twilio or Mailgun, make sure to disconnect these services first. Close the Twilio and Mailgun sub-accounts linked to your GoHighLevel sub account. Also, remove any API integrations to avoid problems after deletion.
Q: What are some best practices for managing GoHighLevel sub accounts?
A: Regularly audit your accounts and have clear documentation rules. Make sure your security is strong. Also, think about alternatives to deleting, like changing settings or using the sub account for a different client or project.