The Sub-Accounts List in HighLevel has been updated with a new, modern interface. Agencies on the $97 and $297 plans can now access advanced filtering, bulk actions, and improved performance—offering the same streamlined experience available to $497 Pro users.
TABLE OF CONTENTS
- What is the Sub-Accounts List Revamp?
- Key Benefits of the Sub-Accounts List Revamp
- Old View VS New View Sub-Account List View
- Advanced Filtering in the Sub-Accounts List
- Bulk Actions for Sub-Account Management
- Frequently Asked Questions
- Related Articles
What is the Sub-Accounts List Revamp?
The Sub-Accounts List Revamp is a major update to the Sub-Accounts management page for agencies on HighLevel’s $97 and $297 plans. This update introduces a visually refreshed interface, enhanced performance, and new management tools by migrating the module to HighLevel’s micro-app framework. The result is a more efficient, scalable, and user-friendly way to manage all your client accounts from one place.
Key Benefits of the Sub-Accounts List Revamp
The redesigned Sub-Accounts List delivers several improvements to help agencies manage their client accounts more efficiently:
- Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout.
- Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks.
- Advanced Filtering: Quickly locate specific sub-accounts using intuitive filter controls.
- Bulk Actions: Perform actions on multiple sub-accounts at once, streamlining repetitive tasks.
- Responsive Design: Seamlessly manage accounts on any device, with layouts optimized for desktops, tablets, and mobile screens.
- Future-Ready Infrastructure: Benefit from the micro-app architecture, enabling faster rollout of upcoming features like sub-account tagging and column customization.
Old View VS New View Sub-Account List View
Old View
New View
Advanced Filtering in the Sub-Accounts List
The new Sub-Accounts List UI in HighLevel now includes an Advanced Filter option, available to agency users on the $97 and $297 plans. These filters help you quickly find sub-accounts based on specific platform features, configurations, or status.
Step 1: Add a Basic Filter
- Click on the Filter(Funnel) button at the top of the Sub-Accounts List.
- The Advanced Filters panel will slide open, displaying four filter categories:
- General (e.g., Date Added, Snapshots)
- Reselling (e.g., Listings, WhatsApp, Email, AI tools)
- Rebilling (e.g., Email/Phone Verification, LC Premium)
- LeadConnector (e.g., LC Email, LC Phone)
- General (e.g., Date Added, Snapshots)
- Click on any Search Filed of your choice under any of the above four categories.
- Select the Conditions you want to filter by for the particular search filed.
- Add an OR Logic filter by clicking the + Add Filter button.
OR Logic: At least one condition must be true for a result to be shown. Filters are applied so that data matching any one of the conditions is included.
Example: If you filter by (LC Email is Enabled or LC Phone is Enabled), this will return sub-accounts that have either LC Email or LC Phone enabled (or both).
Step 2: Add Nested Filters (Optional)
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Click on the + Add Nested Filter button.
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This filter works on the AND Logic.
And Logic: All conditions must be true for a result to be shown. Filters are combined so that the data must match every specified condition.
Example: If you filter by (Date Added after Jan 1 and LC Email is Enabled), this will only show sub-accounts that were added after Jan 1 and also have LC Email enabled.
Step 3: Apply and Review Filter Results
- Click Apply to run the filters.
- The system will return matching sub-accounts. If no results match, a message will appear:
“No more locations found.”
Bulk Actions for Sub-Account Management
Bulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work.
- Use checkboxes to select individual sub-accounts or click on the Select all check box.
- Once you have selected desired sub-accounts, click on the Bulk Actions dropdown.
- You have two bulk actions available: Pause Sub-Account and Enable Rebilling.
- Click on the Bulk Action History (Clock) icon to see previous bulk action logs.
Frequently Asked Questions
Q: Is the new Sub-Accounts List available to all HighLevel users?
The revamped Sub-Accounts List is available to agencies on the $97 and $297 plans, and is already standard for $497 Pro users.
Q: Will enabling the new UI affect my existing sub-accounts or data?
No, the update only changes the interface and management tools. Your sub-account data remains unchanged.
Q: Is the new Sub-Accounts List mobile-friendly?
Yes, the updated UI is fully responsive and optimized for all screen sizes.
Q: Do I need to pay extra to access the new Sub-Accounts List?
No, the feature is included in your existing $97 or $297 plan.
Related Articles
- Getting Started – Agency Launchpad Overview
- Agency | Managing user roles & permissions
- Agency Dashboard for Rebilling
- Understanding the Agency Owner Role in Your Agency Account: What You Need to Know