GoHighLevel Business Profile Authorized Representative Guide
ClickUp users and agency owners who also work inside GoHighLevel often need a clear, step-by-step explanation of how to set up the Authorized Representative section in the Business Profile settings. This guide walks you through each field so your platform configuration is accurate, compliant, and ready for client work.
The Authorized Representative details confirm who is legally responsible for the business account. Filling these accurately in GoHighLevel prevents verification issues and keeps your profile aligned with payment processors and communication policies.
What Is the Authorized Representative in GoHighLevel?
Within your GoHighLevel Business Profile, the Authorized Representative is the individual who has legal authority to act on behalf of the company. This person is typically the business owner, a founder, or an executive with signing authority.
These details are required to:
- Verify the identity of the person representing the business
- Support compliance with financial and communication regulations
- Ensure accurate records in case of audits or disputes
Because of this, all information must be valid, current, and consistent with any legal documents attached to your GoHighLevel account and payment processing setup.
How to Access Business Profile Settings in GoHighLevel
Follow these steps to open the Business Profile area where the Authorized Representative information is stored in GoHighLevel:
- Log into your main GoHighLevel account using an admin or agency-level login.
- Navigate to the Settings section from the main sidebar.
- Choose Business Profile from the settings menu.
- Scroll to the Authorized Representative section within the Business Profile page.
Once you are in this section, you can begin entering or updating the required Authorized Representative fields.
GoHighLevel Authorized Representative Fields Explained
The Authorized Representative portion of the Business Profile in GoHighLevel consists of several required and optional data points. Each field should be completed based on official business and personal records.
Full Name of the Authorized Representative
Enter the legal name of the person who is authorized to represent the company. This must match government-issued identification or legal business documents.
- Use the representative’s full first and last name.
- Avoid nicknames or shortened versions.
- Confirm spelling against official documents.
Title or Role in GoHighLevel Business Profile
Specify the position this person holds in relation to the business:
- Owner or Co-owner
- CEO, Founder, or Managing Director
- CFO or Finance Director
- Authorized Manager with signing authority
The title you enter in GoHighLevel should reflect actual legal or operational authority within the company.
Contact Email for the Authorized Representative
Enter a direct, active email address for the Authorized Representative. This email may be used for:
- Verification requests
- Important compliance or account notices
- Follow-up questions from support or providers linked to GoHighLevel
Avoid using shared inboxes when possible; a personal business email tied to the representative is preferred.
Phone Number of the Authorized Representative
Add a valid phone number that can be used for identity confirmation or urgent communication. When entering this field in GoHighLevel:
- Include the correct country code (if required).
- Use a number the representative personally manages or can access quickly.
- Ensure voicemail is set up in case a verification call is missed.
Address Details Connected to GoHighLevel Business Profile
Some Authorized Representative sections require address information, especially when linked to payment or regulatory requirements. This may include:
- Street address
- City and state or region
- Postal or ZIP code
- Country
The address should be consistent with identification or official records that may be used to verify the representative and the business.
Step-by-Step: Updating the Authorized Representative in GoHighLevel
Use this simple workflow to correctly update the Authorized Representative in your GoHighLevel Business Profile.
- Open Settings
From your main dashboard, select Settings in the left navigation menu. - Go to Business Profile
Click on Business Profile to open your company’s core account details in GoHighLevel. - Locate Authorized Representative
Scroll until you see the Authorized Representative section on the page. - Enter Legal Name
Fill in the full legal name of the person who will represent the business. - Add Title and Contact Details
Enter the representative’s title, email address, and phone number with accurate information. - Complete Address Fields (If Present)
Provide address details when requested, ensuring they match official records. - Save Changes
Click the appropriate Save or Update button at the bottom or top of the Business Profile page.
After saving, review the entire profile page to confirm all GoHighLevel fields, including the Authorized Representative, are displayed correctly.
Best Practices for Authorized Representative Data in GoHighLevel
To avoid verification delays and maintain compliance, follow these best practices when managing the Authorized Representative section in GoHighLevel.
Keep Information Current
- Update the Authorized Representative data immediately when ownership or leadership changes.
- Review the Business Profile every few months for accuracy.
- Confirm that the contact email and phone number are still valid.
Match Legal and Financial Records
- Use the same legal name and title found on tax, banking, or corporate documents.
- Ensure that address information lines up with your business registration records.
- If you connect payment processors or other financial services to GoHighLevel, verify that the same representative appears across all systems.
Restrict Edit Access in GoHighLevel
Only trusted admins should be allowed to modify the Authorized Representative section.
- Limit access to senior team members.
- Use role-based permissions where available.
- Document any changes along with the date and the person who updated the field.
Troubleshooting Authorized Representative Issues in GoHighLevel
If you encounter problems while setting or updating the Authorized Representative in your GoHighLevel Business Profile, consider the following checks:
- Field validation errors: Confirm that all required fields (such as name, email, and phone) are filled and properly formatted.
- Mismatch with documents: If a connected service flags a mismatch, compare your entries with legal IDs or business records.
- Access limitations: Make sure you are logged in with a user account that has permission to edit Business Profile settings in GoHighLevel.
When self-troubleshooting is not enough, consult the official documentation for clarification.
For reference to the original help material from the platform, visit the official support article here: GoHighLevel Authorized Representative Help.
Leveraging GoHighLevel With Expert Configuration
Setting up a clean, compliant Business Profile is the first step to getting the most from your automation stack. Once your Authorized Representative and other business details are correct in GoHighLevel, it becomes easier to integrate CRM, marketing, and workflow tools that you may already be using in your agency.
If you need professional help implementing or auditing your GoHighLevel setup, including the Business Profile and Authorized Representative configuration, you can work with experienced consultants at Consultevo for strategy, implementation, and optimization support.
By carefully completing and maintaining the Authorized Representative section, you ensure that your GoHighLevel account remains verifiable, trustworthy, and aligned with regulatory requirements—laying a solid foundation for scaling your operations and client services.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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