Include Folders for sub-accounts
T
Tech Team
We plan to have over 50+ clients (ie. sub-accounts), of which 2-3 of them are our own so mixing all sub-accounts together can be messy. Having folders will help us categorize different sub-accounts.
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S
Sales & Marketing
Merged in a post:
Sub accounts Folders
J
Jamie White
Would be great to separate my personal/demo/agency accounts from paying clients
S
Sales & Marketing
Merged in a post:
Add folders in the sub-account drop down menu
J
Jake Rottina
I think that it would be helpful to add folders in the sub account dropdownThis would help to organize old clients that people don't want to delete but also don't want cluttering up their drop down menu. It would also help to organize clients into different folders based off of their specific niche.
HIGHLVL-I-3335
S
Sales & Marketing
Merged in a post:
Ability to Hide Paused Subaccounts
S
Steve Querio
Make the sub-account area cleaner by allowing us to hide paused sub-accounts
S
Sales & Marketing
Merged in a post:
Filter Sub-accounts by active/paused
M
Mohid Frost
Can we please filter sub-accounts based on their status if they are active or paused?
That should be on Agency dashboard how man account are active and pause please.
K
Keith Besherse
Ideas Board Finds: Account Folders, https://youtu.be/HTqTbpwAuHM
J
Jamie White
we now can separate the Agency sub account, but now need demo/non billed accounts
K
Keith Besherse
Ideas Board Finds: folders, please. https://youtu.be/vjaSh65bM6A
K
Keith Besherse
Ideas Board Finds: Account Folders, https://youtu.be/HTqTbpwAuHM
K
Keith Besherse
Yes! Please!
These feature-based filters do not reflect how I manage my agency and SaaS clients. They might make sense from a software provider perspective. They are insufficient from a team management perspective.
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K
Keith Besherse
And then, as a subset of granular permissions, the ability to set admin access based on folders. Sales & Marketing Core Platform Shivam HighLevel Chase Buckner
K
Keith Besherse
Ideas Board Finds: Account Folders, https://youtu.be/HTqTbpwAuHM
K
Keith Besherse
Folders (or smartlists) for organizing sub-accounts. I have inactive accounts. I have several accounts associated with one client. I have a for profit client who also has a nonprofit that I am supporting in kind/pro bono. I have SaaS accounts in DIY mode that I barely pay attention to. I have DFY marketing services accounts that require attention daily or weekly. I have several accounts for my agency. I have test accounts. The ability to cluster those account categories would reduce the time spent referring to the SOPs.
In particular the search function provided by HighLevel has filters that matter to HighLevel (SaaS mode or not, Wallet balance, etc. These are not the smart list priorities I need to see each morning.
K
Keith Besherse
Here is an even better way to describe the use case. Say for example the agency account management team has three people and 15 client accounts. Each person is the primary admin for 5 clients and backup for the other 10. A smart list or folder of their clients would save the need to scroll past the other team member's clients to get to the ones they need to work on today, but if the other team member wasn't available they could easily jump into the relevant folder to work on that client account. It is a subset of the granular permissions topic. Shivam HighLevel
K
Keith Besherse
Shivam HighLevel, Chase Buckner, Core Platform, Sales & Marketing:
On the roadmap view, please search "folder sub account" thank you.
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