How to Use the New GoHighLevel Sub Accounts List UI

If you manage clients in ClickUp and run your CRM inside GoHighLevel, understanding the new sub accounts list UI is essential for keeping your agency organized and efficient. This guide walks you through how to access, filter, and manage sub accounts on 97 and 297 GoHighLevel agency plans using the updated interface.

The new layout centralizes sub account visibility, improves search, and adds useful controls so you can manage more accounts with less manual work.

Overview of the New GoHighLevel Sub Accounts List UI

The updated sub accounts list UI in GoHighLevel is designed for agency users on the 97 and 297 plans. It provides a clearer, more streamlined way to see and manage all the locations under your main agency account.

Key improvements include:

• A modern list layout for all sub accounts
• Search and filter options to quickly locate accounts
• Sorting to prioritize key sub accounts
• Action controls aligned with each account row

This interface helps you reduce time spent navigating between accounts while keeping critical information visible at a glance.

How to Access the GoHighLevel Sub Accounts List

To start working with the new sub accounts list UI in GoHighLevel, follow these steps:

1. Log in to your GoHighLevel agency account using your agency credentials.

2. From the main left-hand navigation, locate the section dedicated to managing sub accounts or locations.

3. Click the option that opens the full sub accounts list UI. This loads all locations attached to your agency plan.

4. Wait for the list to populate. You will see a table-style view of every sub account under your agency.

If you are on a 97 or 297 plan and do not see the updated layout, ensure your account is on the latest interface updates and refer to the official documentation at the GoHighLevel help center page.

Understanding the GoHighLevel Sub Accounts List Layout

Once the sub accounts list loads, you will see a structured UI that presents each location on a separate row. Typical elements may include:

• Account name – the label or brand name of the sub account
• Status indicator – shows whether the sub account is active or inactive
• Owner or primary user – identifies who is responsible for the account
• Key metrics or tags – depending on your configuration, basic data may appear in the row
• Actions menu – access, edit, or manage settings for that sub account

The goal of this GoHighLevel UI is to minimize clicks and show critical sub account details in one consolidated view.

How to Search and Filter Sub Accounts in GoHighLevel

With a growing list of client locations, search and filter controls become crucial. The new GoHighLevel sub accounts list UI typically provides a search bar and filter tools.

Search for a Sub Account in GoHighLevel

1. Locate the search field at the top of the sub accounts list.

2. Type part or all of the sub account name or related identifier.

3. The list will dynamically update to show only matching results.

4. Select the desired sub account from the filtered list to manage it.

Filter and Sort Sub Accounts in GoHighLevel

Use filters and sorting options to manage a long list of sub accounts more easily:

• Filter by status – show only active or inactive accounts.
• Filter by plan or type – if your setup includes different account categories.
• Sort alphabetically – quickly locate accounts by name.
• Sort by date – surface recently created or recently modified accounts.

Combining search, filter, and sorting ensures that your GoHighLevel workspace remains organized, even as your agency scales.

Managing Individual Sub Accounts in GoHighLevel

After locating a specific sub account in the GoHighLevel list UI, you can access more detailed controls.

Open and Access a Sub Account

1. Find the sub account row you want to manage.

2. Click the sub account name or a dedicated “Open” or “Login” action, depending on the UI version.

3. You will be redirected into that sub account’s environment to manage pipelines, contacts, campaigns, and settings.

Use the Actions Menu for a Sub Account

Many GoHighLevel interfaces include an actions menu aligned to the right side of each sub account row. Typical actions may include:

• Edit settings – update basic account details or configuration.
• Deactivate or reactivate – change the sub account status based on the client relationship.
• Billing or plan – manage billing-related parameters if available in your plan.

Always confirm changes before saving to avoid disrupting active client campaigns.

Best Practices for Organizing Sub Accounts in GoHighLevel

To keep your GoHighLevel agency account easy to navigate, use a consistent structure across all sub accounts.

Standardize Naming and Structure

• Use a clear naming convention, for example: BrandName – Location or ClientName – Service.
• Align your GoHighLevel account names with your project management records in tools like ClickUp for easier cross-referencing.
• Apply tags, labels, or internal notes (if available) to identify priority clients or special configurations.

Regularly Review the Sub Accounts List

• Schedule monthly reviews of the GoHighLevel sub accounts list to remove or deactivate outdated locations.
• Verify that contact owners, permissions, and access settings are accurate.
• Check for any inactive accounts that may need follow-up or reactivation.

By maintaining a clean sub accounts list, your agency team spends less time searching and more time delivering results.

Where to Get More Help with GoHighLevel

For detailed, official product documentation on the new sub accounts list UI specifically for 97 and 297 plans, review the original guide on the GoHighLevel help center. It covers any current screenshots, settings, and feature notes that may be updated over time.

If you also need consulting on implementing GoHighLevel alongside other tools, you can explore agency optimization resources at Consultevo, which focuses on systems, automation, and CRM strategy.

Using the new GoHighLevel sub accounts list UI correctly will help you manage more clients with greater clarity, ensure smoother onboarding and offboarding, and keep your entire agency workspace organized as you scale.

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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