I’m on the Value Plan. How do I give an account access to the app?
Granting Access on the Value Plan
If you are on the Value Plan and need to provide access to an account within heyLevi, follow these detailed steps to ensure a smooth and hassle-free process:
Login to your GHL Wrapper:
- Initiate the process by logging into your GHL (Generate High-Level) wrapper using your designated login credentials.
Access heyLevi Settings:
- Once within the GHL wrapper, locate and click on the dedicated custom menu link designed for heyLevi.
Navigate to Sub-Account Settings:
- Within the heyLevi app, direct your attention to the 'Agency' section in the navigation bar. Click on 'Settings,' and proceed to 'Sub-Accounts.'
Search for the Specific Account:
- Utilize the search box to efficiently locate the account you intend to grant access to. You can search by the account's name or email address.
Access Account Details:
- After locating the account, click on the small chevron or arrow button situated on the right side. This action allows you to access detailed account information.
Enable Access Toggle:
- Look for the 'Account Info' section, and specifically, find the 'Enable Access' toggle. Toggle this switch to the 'ON' position. Note that this step is exclusively required for accounts on the Value Plan.
Save Changes:
- Scroll down to ensure you've reviewed all the necessary details, and click on the 'Save' button to apply the changes.
By meticulously following these step-by-step instructions, you can effectively grant access to an account on the Value Plan within heyLevi. This ensures that the designated account enjoys the privileges and features associated with the chosen plan.