Can multiple staff members have their own logins? How do we set that up?

When everyone shares one login, you lose visibility into who made the call, who wrote the note, and who's responsible for following up with a lead. Individual logins also ensure that call recordings and message history are attributed correctly, which matters when reviewing performance with your account manager.

Adding new users requires admin-level access. Send your account manager the name and email address of each staff member who needs a login. They'll set up the account and send an invitation email directly to each person.

Each person receives an email invite from RootLogic. They click "Accept Invitation," set their own password, and then log in at app.gohighlevel.com using their individual email. Invitation links expire after 24 hours, so tell them to check their inbox promptly.

Your account manager will assign a role when creating each account. Front desk coordinators typically get the "User" role. Office managers or practice owners who need to manage settings get "Admin." You can verify or request role changes through your account manager.