This article will show you how to quickly create a new sub-account in HighLevel using a snapshot. This process automatically loads assets like funnels, workflows, and settings into the new account, saving you setup time and ensuring consistency across sub-accounts.
TABLE OF CONTENTS
- Overview of Creating a Sub-Account Using a Snapshot
- Key Benefits of Creating a Sub-Account Using a Snapshot
- Prerequisites
- How To Create a New Sub-Account Using a Snapshot
- Frequently Asked Questions
- Related Articles
Overview of Creating a Sub-Account Using a Snapshot
Creating a sub-account using a snapshot allows agencies to easily create a new account that includes all the tools, workflows, settings, and assets packaged in the selected snapshot. Once the sub-account is created, the snapshot is automatically loaded into it, eliminating the need for manual loading of a snap-shot after creation. This streamlines the onboarding process and ensures the new account starts with a consistent, prebuilt setup.
Key Benefits of Creating a Sub-Account Using a Snapshot
Using snapshots to create sub-accounts helps agencies set up standardized sub-accounts faster.
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Faster onboarding: Pre-loads all essential assets and settings, reducing manual setup.
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Consistency Across Accounts: Ensures desired accounts include the same assets and settings.
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Time savings: Eliminates repetitive configuration for each new sub-account after creation.
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Error reduction: Reduces the risk of setup mistakes or missing assets.
Prerequisites
Understanding the setup requirements helps ensure the process is successful the first time.
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Must have Agency Admin access
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Snapshot must already exist in your account
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Snapshot should include the key assets you want duplicated (funnels, triggers, calendars, etc.)
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Optionally, import or create the snapshot beforehand:
How To Create a New Sub-Account Using a Snapshot
These steps will walk you through creating a new sub-account based on the desired snapshot.
Step 1: Navigate to Account Snapshots
- From your Agency Dashboard, click Account Snapshots on the left-hand menu
Step 2: Select Snapshot
- Locate the snapshot you’d like to use as the base for the new sub-account
- Click the blue Create New Account (+) button beside the snapshot
Step 3: Create Sub-Account
- A new window will open to fill out the new sub-account information
- Once all information has been entered, click Add Sub-Account
Frequently Asked Questions
Q: Can I delete a snapshot from an account after it’s created?
No, once applied, a snapshot cannot be “unloaded” or “deleted”. You can delete or modify specific elements manually.
Q: What access is needed to create sub-accounts using snapshots?
Only users with Agency Admin permissions can perform this action.
Q: What assets are included in snapshots?
Funnels, forms, workflows, calendars, settings, and more depending on what was saved in the snapshot. For more information, read Snapshot Overview.
Q: Will the snapshot overwrite anything in the new sub-account?
No. Since the sub-account is being created fresh, there is nothing to overwrite. The snapshot is applied during account creation, so its contents become the initial setup.
Q: Can I apply more than one snapshot to a new sub-account?
Not during the creation process. Only one snapshot can be selected when creating a sub-account. However, you can manually apply additional snapshots after the sub-account has been created.
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