Create Rooms in GoHighLevel

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Create Rooms in GoHighLevel: Step-by-Step Guide

If you are moving from ClickUp or another project workspace tool, learning how to create Rooms in GoHighLevel will help you organize teams, locations, and assets in one place. This guide walks you through each step of creating, configuring, and managing Rooms so you can keep your work structured and secure.

Rooms act like dedicated spaces where specific users, teams, or clients can focus on what matters to them, without being distracted by unrelated assets or data.

What Are Rooms in GoHighLevel?

In GoHighLevel, Rooms are customizable spaces that bring together people, locations, assets, and permissions. Each Room can have its own access rules, pipelines, boards, and visibility settings so that only the right users see the right information.

Rooms are especially useful when you want to:

  • Separate work by client, department, or brand.
  • Control which users see specific data and locations.
  • Group related assets such as conversations, automations, or pipelines.
  • Create focused workspaces for internal teams or external stakeholders.

How to Access the Rooms Area in GoHighLevel

Before you can create a Room, you need to navigate to the Rooms interface inside GoHighLevel. Follow these steps:

  1. Log in to your GoHighLevel account with an admin or appropriate user role.
  2. From the main dashboard, go to the left sidebar navigation.
  3. Locate the section where Rooms are managed (often under collaboration or workspace tools, depending on your account layout).
  4. Click on the Rooms option to open the Rooms management page.

Once you are on the Rooms page, you will see a list of any existing Rooms and the option to create a new one.

Creating a New Room in GoHighLevel

To create a new Room in GoHighLevel, use the built-in Room creation form. Here is how:

  1. On the Rooms page, click the Create Room or similar button.
  2. A Room configuration panel or modal will appear.
  3. Fill out the basic details for your Room:
  • Room Name – Choose a clear, descriptive name (for example, “Client A Sales Room” or “Internal Marketing Room”).
  • Description – Briefly describe the purpose of the Room so users understand what belongs there.
  • Color or Icon (if available) – Select a visual identifier that makes the Room easy to recognize.

After entering these details, you can move on to defining access and configuring assets.

Configuring Room Access in GoHighLevel

Room access settings in GoHighLevel determine who can enter the Room and what they can see inside it. During Room setup, you will typically find an Access or Permissions section.

Access Types in GoHighLevel Rooms

Depending on your account’s options, you may see different ways to handle Room access. Common patterns include:

  • Public or Open – All users in your account can access the Room.
  • Private – Only selected users or teams can access the Room.
  • Role-Based – Access is controlled by user roles, such as Admin, Manager, or Staff.

To configure access:

  1. Go to the Access section within the Room settings.
  2. Select the desired access level (for example, Private).
  3. Add specific users, user groups, or roles that should have access.
  4. Save your changes to apply the access rules to the Room.

Managing User Permissions Inside a GoHighLevel Room

Beyond who can enter a Room, GoHighLevel may allow you to control what users can do inside it. This can include:

  • View-only access.
  • Edit or manage access.
  • Admin-level control of Room assets.

Adjust these permissions according to your workflow so that each collaborator has the right level of control.

Adding Pipelines and Boards to GoHighLevel Rooms

One powerful feature of Rooms in GoHighLevel is the ability to attach pipelines, boards, or other workflow tools directly to a Room. This allows users to focus on the specific processes related to that Room.

  1. In the Room configuration, look for a section such as Pipelines, Boards, or Assets.
  2. Click the option to Add or Attach a pipeline or board.
  3. Select from existing pipelines or create a new one, depending on your setup.
  4. Assign the chosen pipelines or boards to the Room.

Once added, users with access to the Room will see only the pipelines linked to that Room, keeping the workspace uncluttered and focused.

Controlling Location and Asset Visibility in GoHighLevel Rooms

Rooms in GoHighLevel can be used to limit which locations and assets are visible to specific users. This is crucial when you manage multiple brands, regions, or clients from one account.

Location Visibility in GoHighLevel Rooms

To control which locations appear in a Room:

  1. Open the Room’s settings page.
  2. Find the section for Locations or Location Visibility.
  3. Select the locations that should be visible from within this Room.
  4. Save the configuration.

Users who only work in a specific region or client account will then see only the relevant locations when they are in that Room.

Asset Visibility and Filtering

Similarly, you may be able to customize which assets appear inside a Room. Assets can include:

  • Pipelines and boards.
  • Conversations or communication channels.
  • Automations, workflows, or campaigns.
  • Custom resources associated with the Room.

Use the Room’s asset or filter settings to:

  • Toggle asset types on or off.
  • Restrict certain items to specific Rooms.
  • Ensure that users are only exposed to assets they need for their work.

Editing and Managing Existing GoHighLevel Rooms

After you create a Room in GoHighLevel, you can return to update its settings as your business evolves.

  1. Go to the Rooms list in your account.
  2. Locate the Room you want to modify.
  3. Click the edit icon or select the Room to open its configuration.
  4. Adjust the Room name, description, access rules, locations, pipelines, or assets as needed.
  5. Save your changes to apply the new configuration.

You can also archive or remove Rooms if they are no longer required, depending on your account’s available options.

Best Practices for Organizing GoHighLevel Rooms

To make the most of Rooms in GoHighLevel, consider the following best practices:

  • Use clear naming conventions so users instantly know a Room’s purpose.
  • Group Rooms by function, such as Sales, Support, or Onboarding.
  • Limit access to sensitive Rooms to protect data and maintain focus.
  • Regularly review Room configurations to ensure they match your current processes.
  • Document your structure so new team members understand how Rooms are organized.

More Help with GoHighLevel Rooms

For a detailed reference directly from the platform, you can review the official guide on creating Rooms in GoHighLevel at this documentation page. It provides visual examples and the latest interface details.

If you want expert consulting or implementation support around your GoHighLevel setup, including how to design a scalable Room structure for multiple brands or teams, consider working with specialists at Consultevo.

By following the steps in this guide, you can confidently create and manage Rooms in GoHighLevel, streamline collaboration, and keep each user focused on the information and workflows that matter most.

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