How to Automate Sub-Account Phone Settings in HighLevel

You just signed a massive new client. You are pumped. You dive into HighLevel to set up their sub-account so they can start launching campaigns. But instead of focusing on their strategy, you spend the next hour clicking through endless backend menus.

You have to manually connect their phone system. You have to configure their A2P registration permissions. You have to manually set their messaging limits and turn on spam filtering. By the third new client this week, your onboarding process feels like a sluggish, manual data-entry job. Your team is burning expensive hours on repetitive setup tasks.

You cannot scale an agency if your onboarding process requires manual heavy lifting for every new account. HighLevel just streamlined this completely with Default Phone Preferences for New Sub-Accounts. You can now configure your ideal phone settings at the agency level once, and every single new client account will automatically deploy with the perfect configuration from day one. Let us speed up your onboarding right now.

Part 1: Access Your Global Agency Settings

Ready to streamline this? Here is exactly how to do it in 60 seconds:

1. Login to your Agency Account and click on Settings.
2. Click on Phone Integration.
3. Click on the Account Creation tab. This is your command center for controlling the default state of every new client.

Part 2: Lock In the Core Phone Preferences

Let us make sure your clients are instantly ready to call and text the second they log in.

1. Automatically Link Phone System: This is pre-enabled by default. It automatically connects new sub-accounts to the phone system, providing instant access to messaging and voice services without any manual setup from your team.
2. Allow Sub-Account Users to Submit A2P Registration if Re-Billing is Disabled: By default, sub-accounts can only submit A2P forms if you have re-billing turned on. Enable this optional setting if you want your users to be able to submit their A2P registration even when re-billing is disabled.

Part 3: Boost Efficiency and Compliance

Protect your clients from spam and keep their messaging limits in check automatically.

1. Automatically Enable Number Intelligence: Toggle this optional setting on to give new accounts immediate protection. This automatically validates numbers before sending the first SMS, detects incoming spam calls, and looks up the names of unknown callers.
2. Messaging Limit: This determines the initial messaging capacity for your new sub-accounts to ensure compliance. The current default is set to Messaging Ramp, but you can update this setting based on your agency’s specific usage policies.
3. Update your settings to fit your exact operational needs. The system will now apply these rules to every new account you create.

Automating your phone preferences means your clients are instantly ready to launch campaigns while completely removing manual setup from your team’s plate.

Frequently Asked Questions

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