Module I.2 · Phase I · Foundation

Security and team in GoHighLevel

What you will have when you finish

Your master key needs two locks, your backup codes live off your phone, your agency closes forgotten sessions and HighLevel's support badge is under your control.
You have a test user with exactly the key a front-desk assistant needs, created in your sub-account (the practice one or your business's) and tested in a private window.
You have an access register with one user's full life, from onboarding to offboarding, and you know which keys you never lend a freelancer.

Phase I · Foundation · 3 lessons · AXIS Score area: Cimientos · Time: 105 minutes · Certification: Cimientos

This module's analogy

The keys to the building.

In Module I.1 you drew the building. In this module you look after its keys.

Your owner login is the master key: it opens the management floor and every unit. That's why it needs two locks, your password and the code from your phone. If someone copies the key, they still don't have the code.

The management floor's door closes on its own when nobody uses it for a while: that's Session Timeout.

And when HighLevel's technician comes to check something, they get a visitor badge with an expiration date: Support Access. Today you check all three.

Why it matters

The front-desk computer at Alba Studio in Houston stays on all night, with Alba's HighLevel session open. Her login is the master key: it opens the agency and every sub-account. One Monday, a client replied, upset, to a text nobody at the studio remembered sending. Alba couldn't tell who sent it, because everything went out under her name. Today you make your key need two locks and your door close on its own.

The lessons

ID	Lesson	What you prove	See the lesson
AX-I.2.1	Two-factor authentication and sessions Open explanation Built in your account	Your master key needs two locks, your backup codes live off your phone, your agency closes forgotten sessions and HighLevel's support badge is under your control.	See the lesson
AX-I.2.2	Roles and permissions Open explanation Built in your account	You have a test user with exactly the key a front-desk assistant needs, created in your sub-account (the practice one or your business's) and tested in a private window.	See the lesson
AX-I.2.3	Access for freelancers and clients Open explanation Built in your account	You have an access register with one user's full life, from onboarding to offboarding, and you know which keys you never lend a freelancer.	See the lesson

How you close the module

Each lesson is completed with your evidence and your Check. The module closes with a Teach it: you explain in your own words what you built. This module counts toward the AXIS Certification · Cimientos.

The AXIS Certification is a private credential of AXIS by CREZIR. It is not an official HighLevel certification or an academic degree.

Coming after launch

AXIS by CREZIR · Editorial lead: Daniel Mendoza Arévalo · Verified on October 11, 2026 against HighLevel's Help Center and Terms of Service, NIST and CISA