How do I assign a feature tier to a sub-account?
Assigning Feature Tiers to Sub-Accounts
If you're looking to assign feature tiers to sub-accounts in heyLevi, carefully follow this detailed step-by-step guide:
Login to your GHL Wrapper:
- Commence the process by logging into your GHL (Generate High-Level) wrapper using your designated credentials.
Access heyLevi Settings:
- Within the GHL wrapper, locate and click on the dedicated custom menu link specifically designed for heyLevi.
Navigate to Sub-Account Settings:
- Once inside the heyLevi app, direct your attention to the 'Agency' section in the navigation bar. Click on 'Settings,' and then proceed to 'Sub-Accounts.'
Search for the Sub-Account:
- Utilize the search box to efficiently locate the desired sub-account. You can search by the account's name or email address.
View Account Details:
- After locating the account, click on the small chevron or arrow button positioned on the right side to access detailed account information.
Modify Feature Tier:
- Within the 'Account Info' section, specifically focus on the 'Feature Tier' category. Click on the feature tier dropdown menu and choose the one that aligns with your preferences.
Update and Save Changes:
- Scroll down to ensure you've captured all relevant modifications, and then click the 'Update' button to save the changes.
By meticulously following these step-by-step instructions, you can seamlessly assign feature tiers to sub-accounts in heyLevi. Remember to update and save your changes for the chosen feature tier to take effect for the specified sub-account.