How to Manage Email Providers with Enhanced Sub-Account Filtering in GoHighLevel
If you use ClickUp, CRMs, and other SaaS tools to support clients, you will appreciate how GoHighLevel simplifies email provider management with its enhanced sub-account filtering. This guide walks you step by step through using the new filtering options so you can find sub-accounts faster and resolve email issues more efficiently.
What Is Enhanced Sub-Account Filtering in GoHighLevel?
The enhanced sub-account filtering feature in GoHighLevel adds powerful filters to the Email Providers page. This is especially useful for agency owners and support teams managing large numbers of client sub-accounts.
Instead of scrolling through a long list, you can now quickly narrow results based on provider configuration and account status. This streamlines troubleshooting and ongoing account maintenance.
The improvements are available inside the Email Providers area and add several new capabilities that make GoHighLevel administration more efficient.
Where to Find Email Providers in GoHighLevel
To use the enhanced filters, you must first navigate to the Email Providers page in your agency view.
- Log in to your GoHighLevel agency account.
- Open the main navigation menu on the left.
- Go to the section where you manage email providers for sub-accounts.
- Open the Email Providers page to see the new filtering options.
Once you arrive on this screen, you will see an updated layout with multiple filters designed to help you quickly locate sub-accounts that match specific criteria.
GoHighLevel Enhanced Sub-Account Filtering Options
The new GoHighLevel email provider interface introduces several filters so you can instantly segment sub-accounts. Each filter targets a specific aspect of sub-account configuration or status.
Filter by Sub-Account Status in GoHighLevel
The first key option lets you filter sub-accounts based on whether they are archived or active.
- Show archived sub-accounts – Use this to include sub-accounts that have been archived but may still need review.
- Show only active sub-accounts – Focus on live, operational accounts that currently use email services.
This status-based filter helps you avoid confusion and concentrate on the sub-accounts that matter right now, especially when supporting many clients inside GoHighLevel.
Filter by Email Provider Configuration
You can also filter sub-accounts by how their email providers are configured. This allows you to focus on specific setup types that may need maintenance or troubleshooting.
- Sub-accounts using the default email provider – Quickly find accounts relying on the default configuration so you can plan migrations or upgrades.
- Sub-accounts with a custom email provider – Locate accounts that use their own SMTP, dedicated provider, or specialized configuration.
With this filter, GoHighLevel makes it easy to distinguish between standard and customized setups when reviewing deliverability or planning changes.
Filter by Provider Existence in GoHighLevel
The enhanced filtering system also lets you identify sub-accounts that are missing provider configurations or currently have them set up.
- Sub-accounts without a configured provider – Detect accounts that still need an email setup before they can send messages.
- Sub-accounts with a configured provider – Focus on accounts that already have an email provider assigned.
This is valuable for onboarding and quality control. You can quickly catch sub-accounts that might fail to send emails due to incomplete configuration, then fix them before clients notice problems.
How to Use the GoHighLevel Filters Step by Step
Follow these steps to apply the enhanced filters and locate specific sub-accounts in GoHighLevel.
- Open the Email Providers page
From your agency view, navigate to the main Email Providers screen. - Locate the filter controls
At the top of the sub-account list, you will see several filter options representing status, configuration type, and provider existence. - Select the sub-account status filter
Choose whether to display archived accounts, active accounts, or both, depending on your current task. - Choose a configuration type
Decide if you want to see sub-accounts using the default email provider or those set up with a custom configuration. - Filter by provider existence
Optionally, refine results to only sub-accounts with a configured provider or those that still lack one. - Review the filtered list
Once you select the desired filters, the list updates automatically, displaying only the sub-accounts that fit your chosen criteria.
By combining multiple filters, GoHighLevel gives you precise control over which sub-accounts appear, dramatically reducing the time spent hunting through long lists.
Practical Use Cases for GoHighLevel Email Provider Filters
The enhanced filters are designed to solve everyday challenges that agencies and support teams encounter when managing email for many sub-accounts.
Troubleshoot Delivery Issues Faster
When a client reports email problems, you can quickly locate their sub-account based on configuration type and provider status. For example:
- Filter for sub-accounts with a custom provider to see if the client is using a special SMTP or dedicated provider.
- Confirm whether the sub-account actually has a provider configured.
- Check if the sub-account is active or archived to avoid working on old or inactive records.
This streamlined approach in GoHighLevel reduces time spent navigating and speeds up root-cause analysis.
Identify Sub-Accounts Missing Email Setup
Before onboarding campaigns or major launches, you can use the provider existence filter to find sub-accounts without a configured provider. This allows you to:
- Prevent failed email campaigns by configuring providers in advance.
- Standardize new client setups on your preferred provider.
- Quickly audit GoHighLevel for compliance with internal processes.
Plan Migrations and Upgrades
If your agency decides to move all clients to a new email infrastructure, the configuration type filters help you understand current usage patterns.
- Identify all sub-accounts using the default email provider.
- List sub-accounts with custom providers that may need special attention.
- Create a structured migration plan based on this filtered data.
This allows you to manage transitions inside GoHighLevel carefully, reducing risk and ensuring continuity for every client.
Benefits of Enhanced Filtering in GoHighLevel
The updated Email Providers page offers several advantages for agencies.
- Faster navigation – Quickly narrow thousands of sub-accounts to just the few you need.
- Better visibility – See which sub-accounts use default or custom providers at a glance.
- Stronger quality control – Easily locate sub-accounts without configured providers.
- Improved support efficiency – Resolve client issues faster with clear, filtered lists.
All of this adds up to more effective management inside GoHighLevel and smoother experiences for your clients.
Additional Resources for GoHighLevel Users
For more technical details about the enhanced sub-account filtering and Email Providers page, you can review the official documentation directly on the GoHighLevel help center:
Introducing Enhanced Sub-Account Filtering – Manage Email Providers with Ease
If you need strategic help implementing systems, automation, and client reporting around your CRM workflows, you can also explore consulting services at Consultevo.
Conclusion: Streamline Email Management in GoHighLevel
The enhanced sub-account filtering tools on the Email Providers page give GoHighLevel users a simple, powerful way to manage large numbers of client accounts. By filtering based on sub-account status, configuration type, and provider existence, you can quickly find exactly what you need, handle support tickets more efficiently, and maintain consistent setups across your entire agency.
Incorporate these filters into your daily workflow and you will spend less time searching and more time optimizing email performance for every sub-account you manage in GoHighLevel.
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