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Agency Dashboard

The Agency Dashboard is the first thing you see when you log in to the Agency Portal. It gives you a snapshot of your agency's activity and quick access to the areas you use most.

Sub Accounts​

The Sub Accounts card shows how many client seats you have: Used Accounts, Available Accounts, and Total Accounts, with a bar showing used against available. These numbers update as you add or remove clients or buy more seats.

If your agency has no sub-account seats yet, the dashboard shows a welcome message with a Buy Sub Accounts button instead.

tip

A brand-new agency that signed up on its own lands on Agency Portal Setup first, which walks through branding, your domain, LeadConnector, your first sub-account, plan, and wallet.

Finish Setting Up Your Portal​

Until every setup step is done, a strip at the top of the dashboard reads Finish setting up your portal, with a progress ring, how many steps are left, and a shortcut for each one (Branding, Domain, Connect GHL, First sub-account, Plan & billing, Wallet). Click a step — or Continue for the first one left — to go straight to it.

The ✕ offers Remind me later (the strip comes back in 3 days, then 7; a third time hides it for good) or Don't show again. Either way, Portal setup stays in the sidebar until you're done.

Choose How You'd Like to Set Up​

This card offers three ways to add a sub-account:

  • Install on your own website — Set up your agency's own website as a sub-account, so you can use the same engagement tools you offer your clients. Enter the email for the account and you are taken into setup for it. Once linked, a check mark and an Unlink button (agency owner only) appear; unlinking removes the connection but does not delete any data.
  • Connect with your GHL Agency Account — Connect your LeadConnector (formerly shown as GoHighLevel) agency account so you can create client companies from your LeadConnector sub-accounts. Once connected, an Uninstall button appears. Staff need the Agency Settings permission to see this option. See LeadConnector for Agencies.
  • Create Standard Client Account — Opens the Add Client form. See Managing Companies.
tip

Setting up your own website is a great way to experience the platform from your clients' perspective before onboarding them.

Quick Access​

From the agency sidebar you can reach the areas you visit most:

  • All Clients — Jump straight to your client list to add or manage companies. See Managing Companies.
  • Staff Members — View and manage your agency team. See Staff Management.
  • Subscription — Check your plan, add-ons, and billing. See Subscriptions.

Next Steps​

Ready to start adding clients? Head over to Managing Companies to learn how to create and manage client companies.