GoHighLevel Template Visibility Guide

If you manage multiple workspaces in tools like ClickUp and GoHighLevel, controlling who can see which templates is essential for security and organization. This guide shows you exactly how to manage template library visibility for sub-accounts so only the right locations can access specific assets.

The steps below are based on the official GoHighLevel help documentation and explain how to use visibility rules for snapshots and marketplace template libraries.

Understanding GoHighLevel Template Libraries

In GoHighLevel, a template library is a collection of reusable assets that can include:

• Funnels and funnel steps
• Websites and website pages
• Workflows and automation sequences
• Forms and surveys
• Other reusable marketing and operational templates

These libraries can be shared across different locations (sub-accounts). Proper visibility control ensures that:

• Only authorized locations can use specific templates
• You keep internal or premium assets private
• You avoid cluttering sub-accounts with irrelevant templates

GoHighLevel lets you manage these settings from your agency view, giving you centralized control over all sub-accounts.

Where GoHighLevel Template Visibility Is Managed

You configure visibility rules for template libraries in the agency (admin) area of GoHighLevel. This is where you can:

• Access all template libraries tied to your agency
• Define which locations can see each template library
• Update or remove visibility rules at any time

The controls are designed so you can easily adjust access as your agency structure or client list evolves.

How to Open Template Visibility Settings in GoHighLevel

Follow these steps from the agency dashboard to find and manage template library visibility:

1. Log in to your agency account.
   Use your agency-level credentials to access the main GoHighLevel dashboard.

2. Navigate to the template library section.
   From the agency view sidebar, open the menu where your template libraries or marketplace templates are listed.

3. Select the template library you want to manage.
   Choose the specific snapshot or template library whose visibility you want to control.

4. Open the visibility or access settings.
   Look for an option labeled similarly to “Visibility,” “Access,” or “Share with locations” inside that library’s settings menu.

Once inside the visibility settings, you can begin defining which locations can see and use that specific template library.

Setting Location-Based Visibility in GoHighLevel

GoHighLevel allows you to target visibility at the location level. This means you can choose exactly which sub-accounts will have access to a template library.

Step-by-Step: Grant Access to Specific Locations

1. Open the visibility rules panel.
   Within the chosen template library, locate and click the visibility or access control option.

2. Search for locations.
   Use the search box or dropdown list to find individual locations (sub-accounts) you want to grant access to.

3. Select one or more locations.
   Click each location name to add it to the allowed list for this GoHighLevel library.

4. Save your visibility changes.
   Confirm and save so that the newly selected locations can now see and use the template library.

After saving, the template library will appear inside the selected locations when users access their sub-account template area.

Using Visibility Rules for New Clients in GoHighLevel

When you onboard a new client location, you can quickly assign them:

• Core agency templates used across all clients
• Industry-specific templates mapped to that niche
• Private templates for premium or custom services

Just open the relevant template library, add the new location to its visibility list, and save. The location immediately gains access to those templates.

Hiding Template Libraries from GoHighLevel Sub-Accounts

Sometimes you need to restrict or remove access. GoHighLevel makes it simple to hide a template library from one or more locations.

Step-by-Step: Remove Access from a Location

1. Open the target template library.
   From the agency view, choose the library you want to restrict.

2. Access the visibility settings.
   Click into the visibility or access panel where locations are currently listed.

3. Locate the specific location.
   Find the sub-account you no longer want to have access to this library.

4. Remove or deselect the location.
   Uncheck or delete that location from the allowed list.

5. Save the updated visibility.
   Confirm the changes so the location loses access to the template library.

Once removed, users in that location will no longer see the library or its contents under their sub-account template area.

Best Practices for GoHighLevel Template Visibility

To keep your agency organized and secure, follow these recommended practices when working with GoHighLevel template visibility:

• Group templates by client type or niche.
  Create separate libraries for different industries or service tiers, then grant visibility only to relevant locations.
• Use a standard naming convention.
  Clear library names help you quickly recognize which libraries belong to which client groups.
• Review visibility during onboarding and offboarding.
  When you add or remove a client, immediately adjust which template libraries they can see.
• Limit access to premium assets.
  For paid or exclusive templates, restrict visibility only to the locations that should have access.
• Audit visibility regularly.
  Periodically review which locations can see each GoHighLevel library to maintain proper access control.

Troubleshooting Visibility Issues in GoHighLevel

If a location cannot see a template library you expect them to see, work through these checks:

1. Confirm you are in the correct agency account.
   Make sure you are managing templates from the agency view, not from within a single location.

2. Verify the location is added to the visibility list.
   Open the template library and check if the target location is actually selected.

3. Check user permissions at the location level.
   Within that sub-account, confirm the user role has permission to access templates, funnels, or sites associated with the library.

4. Save and refresh.
   After editing visibility, save changes and ask users to log out and back in or refresh their browser.

5. Review official documentation.
   Refer to the original help article at GoHighLevel Template Library Visibility Control for the most up-to-date interface details.

Additional Resources for GoHighLevel Users

To further improve your workflows and client management around GoHighLevel, you can explore additional training, implementation guides, or consulting services. For example, you may find helpful resources and strategic support at Consultevo, especially if you are scaling an agency or need advanced configuration assistance.

By following the visibility controls described here and in the official help documentation, you can keep your GoHighLevel template libraries secure, organized, and aligned with each client’s needs.

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