How to invite team members and set permissions
Add users to your GHL account and control exactly what each person can see and do.
What you will learn
This GoHighLevel tutorial walks you through how to invite team members and set permissions with clear, numbered steps. Whether you are new to GoHighLevel or looking to configure getting started correctly, this guide covers everything you need. You will learn: go to settings → team, click add employee, set their role and permissions, assign to a sub-account, and more. All steps work inside a standard GoHighLevel account — start a free 14-day trial if you do not have one yet.
Step-by-step guide
Go to Settings → Team
In your sub-account, navigate to Settings → My Staff. In Agency View, go to Settings → Team Members.
Click Add Employee
Enter the team member's name, email address, and role. An invitation email will be sent automatically.
Set their role and permissions
Choose from pre-set roles (Admin, User) or customize permissions. Control access to contacts, conversations, opportunities, reporting, and settings independently.
Assign to a sub-account
At the agency level, specify which sub-accounts each team member can access.
Have them accept the invite
The team member will receive an email with a link to set their password and log in for the first time.
Ready to put this into action?
Start your free 14-day GHL trial — or join our Skool community at $87/mo (saves $10/mo vs direct signup).Frequently asked questions
How do I go to settings → team in GoHighLevel?
In your sub-account, navigate to Settings → My Staff. In Agency View, go to Settings → Team Members.
What is the first step to how to invite team members and set permissions?
The first step is to go to settings → team. In your sub-account, navigate to Settings → My Staff. In Agency View, go to Settings → Team Members.
Do I need a GoHighLevel account to follow this tutorial?
Yes. This guide requires an active GoHighLevel account. You can start a free 14-day trial at gohighlevel.com — no credit card is required.