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Your workspace is the agency control plane. From here you can:
  • Manage multiple client businesses in the All Accounts list, each with its own Meta Ads and GoHighLevel connections, KPIs, and targets.
  • Invite teammates and assign them to specific businesses (or all businesses) with the Create User wizard.
  • Define roles using the built-in Agency Owner, Agency Admin, and Team Member roles, or create custom roles like Media Buyer, Strategist, and Tech from Agency Roles Management.
  • Enforce 2FA per user and toggle Force 2FA so account managers with client data stay protected.

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How the pieces fit together

1

Add each client as a business

Use All Accounts → + Add Business to create one business per client brand. Each business gets its own Facebook (FB) and GoHighLevel (GHL) integration so KPIs stay isolated.
2

Create roles

Decide which permissions each job function needs. Use built-in roles or build custom ones in Agency Roles Management.
3

Invite teammates

Create users, assign a role, and pick whether they get access to all businesses or a specific subset.
4

Review regularly

Use the User Management dashboard (Total Users, Active, Super Admins, Admins) to keep access current as the team changes.

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Sections in this guide

Invite teammates

Three-step Create User wizard: Basic Info, Roles & Permissions, Business Access.

Roles & permissions

Built-in roles, custom roles, and the 79-permission catalogue.

Organization settings

Agency-wide settings, branding, and team seat usage.

All Accounts

See every business and its FB/GHL connection status in one table.

Invite teammates to your workspace

Send invites, assign initial roles, and manage pending invitations.

Roles and permissions

Understand what admins, members, and custom roles can see and change.