The building: your agency and your first unit

Result

Your first sub-account exists, set up as the right type with you added as a user, and an alert emails you if its usage spikes.

Estimated time

50 minutes

Cost

US$ 0. Creating a sub-account uses no wallet balance.

Analogy

Step-by-step guide

Menu paths are shown as they appear in the English interface. If your team works with the account in Spanish, the Spanish names are in parentheses. You set the language in mission 3.

1. 01

   Decide which unit you're opening

   If you have a business and you'll build on it, the sub-account is your business, under its real name.

   If you don't have one yet, or want to practice first, open the practice one: "Alba Studio" plus your evidence code, as in Alba Studio AX-7K2Q.

   If you're on Starter, it includes 3 sub-accounts. Don't spend them on tests: one is enough for all of AXIS Launch.

   Key points

   • One business, one unit. AXIS teaches it this way because a sub-account's reminders, messages and reports carry one name and one calendar.
   • If you later need more than 3, you upgrade and HighLevel charges the prorated difference.

   Source: F1, F2, F4

2. 02

   Create the sub-account

   Agency View → Sub-Accounts → Create Sub-AccountCopy path

   In a Spanish-language account: (vista de agencia) Subcuentas → Crear Subcuenta

   From Agency View, open Sub-Accounts in the left menu and click Create Sub-Account.

   The Select Snapshot Template window opens, with a SaaS Account / Regular Account switch set to SaaS Account. Switch it to Regular Account. If your plan doesn't show that switch, carry on without it.

   Pick the first card, Blank snapshot, and click Select and continue. Starting blank, you build each piece yourself, mission by mission.

   HighLevel offers to look up the business on a map. Choose Add Manually.

   The Add Sub-Account form opens. Required fields: First Name, Last Name, Email, Business Name, Business Phone, Address, City, Country, Zip and Time Zone.

   For the practice account, use sample Houston details and the time zone with America/Chicago. For Email and Business Phone, use your own, never made-up ones. The sub-accounts list shows the phone in the Phone column: cover it in your screenshot.

   Leave Include sample data in this sub-account on. That's where the "(Example)" records inside come from.

   If the question What type of account are you setting up? appears, it comes set to This is my client's account. Keep it for the practice account; choose This is my own account for your real business.

   Click Add Sub-Account. HighLevel opens the new sub-account's page, and it already shows in the Sub-Accounts list.

   Key points

   • SaaS Account is for HighLevel's SaaS resale mode, which AXIS covers in Phase IV. For your business or for practice, Regular Account.
   • "Own account" (an agency sub-account) is your own business's workspace. It can't be transferred to another agency, and removing that designation may be blocked if SaaS plans or billing are tied to it. That's why the practice account goes in as a client account.
   • Name, address and time zone can be reviewed later under Settings → Business Profile. You'll check the time zone in mission 3.
   • In a Spanish-language account, the menu reads «Subcuentas» and the button «Crear Subcuenta». The snapshot window stays in English.

   Source: F3, F12, F1, F2, F7, F10

   Is it your real business?What type of account are you setting up?

   Yes

   This is my own accountYour business, under its real name

   No, it’s for practice

   This is my client’s account“Alba Studio” plus your code

   Agency View → Sub-Accounts → Create Sub-Account

3. 03

   Step into your unit and back to the building

   Account switcher → Switch to Agency ViewCopy path

   In the sub-accounts list, find the new one and click the ⇄ icon in the Actions column. Its tooltip reads Switch to Sub-Account (in Spanish, «Cambiar a subcuenta»).

   Look at the switcher in the top left: it now shows your sub-account's name. You're inside the unit.

   To go back to the building, open that switcher and choose Switch to Agency View.

   Key points

   • Many first-week questions come from being in the wrong place: in the management office instead of your unit. Before you look for something, check the switcher.
   • A house icon next to a sub-account's name means Agency Sub-Account: it's the one you marked as your own account.
   • If you see records marked "(Example)," they're sample data HighLevel loads into new sub-accounts. They aren't yours, and they aren't a bug.

   Source: F6, F1

   Agency View · the management floor

   Sub-accountsSub-Accounts

   BillingSettings → Billing

   SecuritySettings → My Profile → Security

   Account switcherThe door: Switch to Sub-Account ⇄ Switch to Agency View

   Sub-account · the unit

   ContactsContacts

   CalendarCalendars

   MessagesConversations

4. 04

   Add yourself to your sub-account

   Agency View → Settings → Users → (your user) → Roles & permissions → Add sub-accountsCopy path

   In a Spanish-language account: (vista de agencia) Configuración → Usuarios → (tu usuario) → Roles & permissions → Add sub-accounts

   A new sub-account starts with no users: its Settings → Users says No Users found. Not even your agency user is inside.

   That's why its Settings shows no My Profile, and in mission 9 the calendar would show No Data under Select team member.

   Go back to Agency View, open Settings → Users and click the pencil next to your user. Edit user opens.

   On the Roles & permissions tab, find the Add sub-accounts field and add the new sub-account.

   Save. When you go back into the sub-account, its Settings now shows My Profile.

   Key points

   • For yourself, the way in is Edit user in Agency View. The sub-account's + Add user button is for adding someone else.
   • Without this step, the sub-account shows no My Profile (mission 3) and you can't create your calendar (mission 9).
5. 05

   Add a usage alert

   Agency View → Settings → Billing → Notifications → WalletCopy path

   In a Spanish-language account: (vista de agencia) Configuración → Facturación → Notifications → Wallet

   Go back to Agency View and open Settings → Billing, the screen from mission 1. There, open the Notifications tab and, inside it, Wallet. Spending Alert Settings opens.

   Two alerts come turned on. The first, Spending Alert for Agency, defaults to US$ 30,000 a month: at that amount you'd never hear a thing.

   Lower it to an amount that would actually warn you. During the trial, for example, US$ 50 a month.

   The second, Spending Alert for Sub-Accounts, comes set to Based on Average: it warns you when a sub-account spends twice its weekly average (2.0 ×).

   If you'd rather have a fixed cap, choose Set a Fixed Limit with an amount and a period. For example, US$ 10 a week (Weekly).

   Under Notification Recipients, the agency owner is included by default. You can add up to 5 people.

   Save with Save Changes.

   Key points

   • The sub-account alert covers all your sub-accounts, including your own.
   • The agency alert watches usage across the whole wallet. The sub-account alert watches each one against its average or its limit.
   • This finishes what you did in mission 1: there you set how much the wallet tops up; here you find out who's spending it.

   Source: F8, F9

   1Agency View

   2Settings

   3Billing

   4Notifications

   5Wallet

   Spending Alert Settings

   Spending Alert for AgencyDefaults to US$ 30,000 a month; lower it, for example to US$ 50 during the trial

   Spending Alert for Sub-AccountsBased on Average (2.0 ×) or Set a Fixed Limit, for example US$ 10 Weekly

   Notification RecipientsThe agency owner by default; up to 5 people · Save Changes

   Agency View → Settings → Billing → Notifications → Wallet

6. 06

   What you don't do yet

   Don't buy a phone number today. It has a monthly fee, and texting U.S. customers requires a registration that starts in mission 4.

   Don't create extra sub-accounts to experiment. Deleting one takes 24 hours to become final and takes its numbers and registrations with it.

   Key points

   • If you picked the wrong type or name, don't delete anything yet: post in the community or ask AXIS Tutor, with a screenshot. It can almost always be fixed without deleting.

   Source: F11, F5

Interactive

Building or unit?

This interactive is used inside your AXIS account.

If it breaks

The mistakes that repeat most, and the way out.